How to integrate Pipedrive with SendGrid

Matt Pliszka | Pipedrive Partner​,​ CRM Configuration​/​Integration

If you don’t know what is Pipedrive, yet, you can test Pipedrive CRM for extended 30 days (normally it’s 14) using this link.

If you’d like to integrate your SendGrid mailing campaigns with Pipedrive, there are 2 ways to do this:

• Zapier integration
• API integration

Let’s look into the ways Zapier could be integrated with SendGrid:

• Zapier integration

Within Zapier, SendGrid offers one action which is sending an email. That means that you will be able to send emails automatically from SendGrid once an action is performed in Pipedrive. How to trigger an email sent to your customers in Pipedrive?

1. Set up a custom field (single choice) field “Add to SendGrid campaign” for a contact.
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2. Create a Zapier connection between Pipedrive and SendGrid to send email automatically once the custom field changes in Pipedrive.

3. Test and launch the integration.

Still, you can select other actions to trigger the action in SendGrid (like a deal progressing to the next stage or an update in your company’s details.

• API integration

Alternatively, you can use a Pipedrive & SendGrid API to create a more robust custom integration.