EspoCRM + SendGrid Integration

Integrate EspoCRM to SendGrid in one click, or tell Integrately AI how you want each contact handled. Create contacts, update records, send emails, and trigger follow-ups automatically.

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1.
  • EspoCRM
    Target list is created in EspoCRM Instant
  • EspoCRM
    Contact is created in EspoCRM Instant
  • EspoCRM
    Contact is deleted in EspoCRM Instant
  • EspoCRM
    Contact is updated in EspoCRM Instant
  • EspoCRM
    Task is created in EspoCRM Instant
  • EspoCRM
    Task is updated in EspoCRM Instant
  • EspoCRM
    Task is deleted in EspoCRM Instant
  • EspoCRM
    Account is created in EspoCRM Instant
  • EspoCRM
    Opportunity is created in EspoCRM Instant
  • EspoCRM
    Meeting is created in EspoCRM Instant
  • EspoCRM
    Opportunity is updated in EspoCRM Instant
  • EspoCRM
    Case is created in EspoCRM Instant
  • EspoCRM
    Account is updated in EspoCRM Instant
  • EspoCRM
    Account is deleted in EspoCRM Instant
  • EspoCRM
    Opportunity is deleted in EspoCRM Instant
  • EspoCRM
    Case is updated in EspoCRM Instant
  • EspoCRM
    Case is deleted in EspoCRM Instant
  • EspoCRM
    Meeting is updated in EspoCRM Instant
  • EspoCRM
    Meeting is deleted in EspoCRM Instant
  • EspoCRM
    Lead is updated in EspoCRM Instant
  • EspoCRM
    Lead is created in EspoCRM Instant
  • EspoCRM
    Lead is deleted in EspoCRM Instant
  • EspoCRM
    Call is created in EspoCRM Instant
  • EspoCRM
    Call record is updated in EspoCRM Instant
  • EspoCRM
    Call is deleted in EspoCRM Instant
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2.
  • EspoCRM
    Search lead by name in EspoCRM
  • EspoCRM
    Create contact in EspoCRM
  • EspoCRM
    Search contact in EspoCRM
  • EspoCRM
    Update contact in EspoCRM
  • EspoCRM
    Delete contact in EspoCRM
  • EspoCRM
    Create lead in EspoCRM
  • EspoCRM
    Search lead email in EspoCRM
  • EspoCRM
    Update lead in EspoCRM
  • EspoCRM
    Delete lead in EspoCRM
  • EspoCRM
    Create task in EspoCRM
  • EspoCRM
    Create account in EspoCRM
  • EspoCRM
    Create case in EspoCRM
  • EspoCRM
    Create meeting in EspoCRM
  • EspoCRM
    Search account in EspoCRM
  • EspoCRM
    Update account in EspoCRM
  • EspoCRM
    Delete opportunity in EspoCRM
  • EspoCRM
    Delete meeting in EspoCRM
  • EspoCRM
    Create opportunity in EspoCRM
  • EspoCRM
    Search opportunity in EspoCRM
  • EspoCRM
    Search meeting in EspoCRM
  • EspoCRM
    Update opportunity in EspoCRM
  • EspoCRM
    Update meeting in EspoCRM
  • EspoCRM
    Search case in EspoCRM
  • EspoCRM
    Update case in EspoCRM
  • EspoCRM
    Delete account in EspoCRM
  • EspoCRM
    Delete case in EspoCRM
  • EspoCRM
    Create call in EspoCRM
  • EspoCRM
    Search call in EspoCRM
  • EspoCRM
    Update call in EspoCRM
  • EspoCRM
    Delete call in EspoCRM
  • SendGrid
    Create or update contact in SendGrid
  • SendGrid
    Send email in SendGrid

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Ready Workflows Ready Workflows for EspoCRM + SendGrid Integration

Create contacts, send emails, manage leads, update records, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
EspoCRM + SendGrid Integration

Send SendGrid email for new EspoCRM contact

Anytime a new contact is added to your EspoCRM, automatically send them a email through SendGrid letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this EspoCRM - SendGrid integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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EspoCRM + SendGrid Integration

Send SendGrid email for new EspoCRM task

With this EspoCRM - SendGrid integration, whenever a new task is created in EspoCRM, email will be sent via SendGrid. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the email that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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  • 1of1
Got a different task in mind? Describe it

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Connect more apps to your EspoCRM + SendGrid flow

Connect your CRM and email workflows with spreadsheets, calendars, and team communication tools for seamless operations. Pick a combination and activate it in one click.

EspoCRM
SendGrid
+
Google SheetsGoogle Sheets (4)
+
CalendlyCalendly (3)
+
HubSpotHubSpot (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
ZoomZoom (3)
E
G
S
Add every new EspoCRM contact to Google Sheets and create or update the contact in SendGrid
New EspoCRM contacts are logged in Google Sheets and updated in SendGrid instantly, eliminating manual data entry.
E
G
S
Log every new EspoCRM lead in Google Sheets and send a welcome email via SendGrid
Capture new leads in Google Sheets from EspoCRM and send automated introduction emails through SendGrid.
E
G
S
Update Google Sheets rows when an EspoCRM account is modified and sync contact data to SendGrid
Keep your tracking spreadsheets and email lists current whenever account details change in EspoCRM.
E
G
S
Track deleted EspoCRM contacts in Google Sheets and notify stakeholders via SendGrid
Maintain audit trails in Google Sheets and send notification emails through SendGrid when contacts are deleted.

Supported triggers and actions for EspoCRM and SendGrid

Mix and match to build the exact automation you need

EspoCRM
EspoCRM Triggers & Actions
Instant
Target list is created in EspoCRM
Triggers the automation when a new target list is created
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Instant
Contact is created in EspoCRM
Triggers the automation when a new contact is created
Try it →
Instant
Contact is deleted in EspoCRM
Triggers the automation when a contact is removed from the particular list
Try it →
Instant
Contact is updated in EspoCRM
Triggers the automation when a contact is updated
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Instant
Task is created in EspoCRM
Triggers the automation when a new task is created
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Instant
Task is updated in EspoCRM
Triggers the automation when any task is updated
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Instant
Task is deleted in EspoCRM
Triggers the automation when a task is deleted
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Instant
Account is created in EspoCRM
Triggers the automation when a new account is created
Try it →
Instant
Opportunity is created in EspoCRM
Triggers the automation when any opportunity is updated
Try it →
Instant
Meeting is created in EspoCRM
Triggers the automation when a new meeting is scheduled
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Instant
Opportunity is updated in EspoCRM
Triggers the automation when any opportunity is updated
Try it →
Instant
Case is created in EspoCRM
Triggers the automation when a new case is created
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Instant
Account is updated in EspoCRM
Triggers the automation when an account is updated
Try it →
Instant
Account is deleted in EspoCRM
Triggers the automation when an account is deleted
Try it →
Instant
Opportunity is deleted in EspoCRM
Triggers the automation when any opportunity is deleted
Try it →
Instant
Case is updated in EspoCRM
Triggers the automation when any case is updated
Try it →
Instant
Case is deleted in EspoCRM
Triggers the automation when any case is deleted
Try it →
Instant
Meeting is updated in EspoCRM
Triggers the automation when the details of any meeting are updated
Try it →
Instant
Meeting is deleted in EspoCRM
Triggers the automation when a meeting is deleted
Try it →
Instant
Lead is updated in EspoCRM
Triggers the automation when the lead information is updated
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Instant
Lead is created in EspoCRM
Triggers the automation when a new lead is created
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Instant
Lead is deleted in EspoCRM
Triggers the automation when a lead is removed from the system
Try it →
Instant
Call is created in EspoCRM
Triggers the automation when a new call is made
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Instant
Call record is updated in EspoCRM
Triggers the automation when call details are modified
Try it →
Instant
Call is deleted in EspoCRM
Triggers the automation when a call is deleted from the log
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Search lead by name in EspoCRM
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Create contact in EspoCRM
Adds a new contact to the database
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Search contact in EspoCRM
Finds and retrieves contact information
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Update contact in EspoCRM
Updates contact information with new details
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Delete contact in EspoCRM
Removes a contact from the address book
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Create lead in EspoCRM
Generates new leads for potential customers
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Search lead email in EspoCRM
Searches for a lead's email
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Update lead in EspoCRM
Updates the lead information
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Delete lead in EspoCRM
Removes a lead from the database
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Create task in EspoCRM
Creates a new task
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Create account in EspoCRM
Generates a new account
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Create case in EspoCRM
Generates a new case entry
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Create meeting in EspoCRM
Schedule a meeting
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Search account in EspoCRM
Searches for account information
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Update account in EspoCRM
Updates account information
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Delete opportunity in EspoCRM
Removes a opportunity from the system
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Delete meeting in EspoCRM
Removes a scheduled meeting from the calendar
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Create opportunity in EspoCRM
Creates a new instance of the support system
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Search opportunity in EspoCRM
Searches for a opportunity
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Search meeting in EspoCRM
Searches for a meeting
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Update opportunity in EspoCRM
Updates the opportunity details as needed
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Update meeting in EspoCRM
Updates meeting details
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Search case in EspoCRM
Searches for a case record
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Update case in EspoCRM
Updates case details
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Delete account in EspoCRM
Removes an account and all associated data from the system
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Delete case in EspoCRM
Removes the particular case from the system
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Create call in EspoCRM
Initiates a call to the recipient
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Search call in EspoCRM
Searches for a call
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Update call in EspoCRM
Updates call information
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Delete call in EspoCRM
Deletes a call entry from the database
Try it →
SendGrid
SendGrid Triggers & Actions
No trigger is available
Create or update contact in SendGrid
Creates or updates a contact
Try it →
Send email in SendGrid
Sends an email to a recipient
Try it →

What can you automate with EspoCRM + SendGrid?

Streamline your customer relationship management and email marketing workflows with powerful automated connections.

What you can automate?
🔄
Sync EspoCRM contacts to SendGrid automatically
Automatically create or update your SendGrid contacts whenever a new contact is added or modified in EspoCRM, keeping your email lists perfectly synchronized with your CRM database.
📋
Capture every submitted field and detail
Map all available contact attributes and custom fields from EspoCRM directly into SendGrid instead of just basic names and email addresses, ensuring comprehensive recipient profiles.
🔔
Send instant notifications and emails
Trigger personalized welcome emails or team notifications via SendGrid the moment important actions occur in EspoCRM, such as lead creation or opportunity updates.
🔀
Route emails based on contact properties
Send different email templates or campaigns through SendGrid depending on specific field values and criteria submitted within your EspoCRM records.
🔄
Keep email records up to date
Automatically reflect contact updates, status changes, and deletions from EspoCRM across your SendGrid recipient lists to maintain data hygiene.
👥
Upsert contacts to avoid duplicates
Utilize intelligent contact creation and updating operations in SendGrid to ensure existing contacts are modified rather than duplicated when records change in EspoCRM.
⏱️
Handle later status changes and events
Trigger automated follow-up emails or notification updates in SendGrid when customer stages, tasks, or cases change status in EspoCRM.
🔗
Extend your workflow to Slack
Connect EspoCRM and SendGrid with Slack to broadcast team notifications whenever automated emails are successfully dispatched or contact records are updated.
And much more...

Who is EspoCRM + SendGrid integration for?

Sales and marketing teams use this integration to automatically align CRM contacts with targeted email campaigns, eliminating manual export work and ensuring timely customer communication.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Customer support teams
Customer support teams
Operations specialists
Operations specialists
Data analysts
Data analysts
📈
Performance marketers
You're running email campaigns based on CRM segments but your contact lists only update when someone manually exports records, so your campaign targeting is always a few hours behind — this integration means every new contact syncs instantly and your marketing data stays current.
Sales representatives
You need to engage incoming leads the moment they register interest, but manual outreach delays slow you down — automating both apps means welcome emails and notifications fire instantly so you never miss a conversion window.
📊
Account managers
You report on client engagement metrics to stakeholders, but fragmented contact histories make reporting unreliable — connecting these apps means every customer interaction is logged and communicated accurately.
📨
Customer support teams
The volume of inquiries is too high for anyone to keep up by hand when sending individual follow-up emails, leading to delayed responses — this integration means automated emails go out instantly upon status changes.
⚙️
Operations specialists
You own the handoff from CRM lead creation to email dispatch and depend on manual exports to trigger campaigns — automating both apps means your workflow runs reliably without manual intervention.
🗂️
Data analysts
You need a reliable customer communication history but keep finding gaps caused by missed manual updates — connecting these apps means every contact creation and email dispatch is tracked seamlessly.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate EspoCRM + SendGrid

Build and manage your EspoCRM + SendGrid automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect EspoCRM + SendGrid with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect EspoCRM to SendGrid?
Frequently Asked Questions
You can connect EspoCRM to SendGrid in 1 click using ready-made templates on Integrately, or use Integrately AI to set up custom workflows combining EspoCRM, SendGrid, and tools like Google Sheets or Slack.
Can I automatically sync new EspoCRM contacts to SendGrid?
Frequently Asked Questions
Can I connect EspoCRM, SendGrid, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for EspoCRM and SendGrid?
Frequently Asked Questions
How does EspoCRM handle contact updates in this integration?
Frequently Asked Questions
How does SendGrid receive contact data from EspoCRM?
Frequently Asked Questions
Do I need coding skills to automate EspoCRM and SendGrid?
Frequently Asked Questions
Is the EspoCRM and SendGrid integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect EspoCRM or SendGrid With 1500+ Other Apps

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SendGrid
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