New deals in Affinity — Emails in SendGrid

The scenario catches new deals in Affinity and creates emails in SendGrid. Runs on its own, no manual copying.

  • An email in SendGrid is drafted for every Affinity deal automatically
  • Deal details are already in the text — review and send
  • The first touch on a deal is never delayed

How it works

To create SendGrid records from Affinity without manual input, use a ready-made scenario.

  1. Starts when: Affinity
  2. Then: Microsoft Outlook

You can launch this Affinity + SendGrid integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.