Personal email drafts to clients — from your correspondence history

For each CRM contact the scenario reads the recent correspondence, builds a portrait of the person and prepares a personal email draft for review.

  • A draft email for each contact
  • Takes the correspondence history into account
  • Written for the person, not a template
  • All that's left is to check and send

How it works

To connect SendGrid and Pipedrive, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: When clicking 'Execute workflow'
  2. Then: Get Contacts
  3. Check: For Each Contact
  4. Then: Variables
  5. Then: Get All Customer's Emails
  6. Then: Analyse and Build Persona
  7. Then: Generate Sales Email
  8. Then: Create Draft Email for Review
  9. Then: Google Gemini Chat Model1
  10. Then: Google Gemini Chat Model

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