Salesforce and SendGrid automations — Sales & Leads

Ready-made scenarios where Salesforce and SendGrid work for you (sales & leads): pick one — a copy appears in your account and runs on its own.

57 scenarios

Push Salesforce leads into SendGrid audiences
New Salesforce contacts — into SendGrid audiences
Contacts from Salesforce into SendGrid audiences
Website leads greeted — email, CRM, team alert
A proposal right after the call — automatically
Form leads straight into the CRM
An instant personal reply to every new lead
Route each new order into your CRM, invoices, and mailing list
Leads scored and routed to a rep — straight from the form
Lead scoring and routing: hot leads straight to sales
Enriching leads with contacts — drop a sheet, get a filled CRM
A prospect list with contacts — automatically
A personalized sales proposal from a table row, ready and sent
Inbound leads scored, with alerts and draft replies for the hot ones
A proposal and payment link right after the meeting
New-lead handling: CRM entry, team alert and reminder
Cold deals close themselves — and bring back feedback
Lead verification and CRM sync — straight from a JotForm form
Instant reply to a property inquiry with matched listings
Instant calling and booking of new ad leads
Open-house visitors into your CRM and into an email, right after the visit
Stalled deals bring themselves back to life
Deal-matched materials — sent automatically by CRM stage
A follow-up email after a canceled meeting — automatically
Requests routed to the right team — sorted automatically
Client onboarding from a single form: folder, contact, channel, tasks
Upsell signals from support tickets
Properties with owner contacts — daily to your CRM and email
Instant email reply to leads from ads
Smart lead routing to reps — instant, with no manual assignment
A client proposal — assembled for you
Cold outreach with personal emails and CRM logging
Client renewal reminders — ahead of time
Re-engage stalled leads with a ready-made email
Automatic follow-ups on stalled deals
CRM data quality audit, delivered to your inbox
Automatic lead qualification in Salesforce
B2B prospect search and personal outreach — on autopilot
Turn website chat into qualified leads in your CRM
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Personal post-webinar follow-ups, written from the recording itself
Welcome new clients and assign managers — right after the deal closes
Meeting prep that arrives on its own — contact, deals, company and talking points
CRM deals synced to a sheet, with a daily email summary
Deal close-date forecasting from your own history, auto-updated in the CRM
Automatic meeting booking for new clients
Website lead scoring — a task for the rep only on the strong ones
Client onboarding after a won deal
Re-engaging quiet clients — weekly, without manual tracking
A chat that captures the lead and books the demo
Customer churn prediction from deals and tickets
Website leads straight into CRM deals, with a team alert
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Onboarding new clients: email, meeting and owner
Automated cold outreach — with research on every lead