Freshworks CRM (Freshsales Suite) + SendGrid Integration

Integrate Freshworks CRM (Freshsales Suite) to SendGrid in one click, or tell Integrately AI how you want each contact handled. Send targeted emails, update your contact records, log deals, and trigger tailored follow-ups automatically.

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1.
  • Freshworks CRM (Freshsales Suite)
    Contact is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Contact is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Task is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is updated in Freshworks CRM (Freshsales Suite)
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2.
  • Freshworks CRM (Freshsales Suite)
    Create product in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by email in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by phone number in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get contact by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Delete contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get deal by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search deal by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create or Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get account by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search account by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Mark task as completed in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get task by id in Freshworks CRM (Freshsales Suite)
  • SendGrid
    Create or update contact in SendGrid
  • SendGrid
    Send email in SendGrid

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Ready Workflows Ready Workflows for Freshworks CRM (Freshsales Suite) + SendGrid Integration

Capture new contacts, send customized emails, update deals, notify your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Freshworks CRM (Freshsales Suite) + SendGrid Integration

Send SendGrid email for new Freshworks CRM (Freshsales Suite) contact

Anytime a new contact is added to your Freshworks CRM (Freshsales Suite), 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 Freshworks CRM (Freshsales Suite) - 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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Freshworks CRM (Freshsales Suite) + SendGrid Integration

Send SendGrid email for new Freshworks CRM (Freshsales Suite) task

With this Freshworks CRM (Freshsales Suite) - SendGrid integration, whenever a new task is created in Freshworks CRM (Freshsales Suite), 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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Freshworks CRM (Freshsales Suite) + SendGrid Integration

Send SendGrid email for new Freshworks CRM (Freshsales Suite) deal

Whenever a new deal is created in your Freshworks CRM (Freshsales Suite), you'll want to communicate with your team to make sure everyone is on the same page. Sending SendGrid email ensures that everyone knows about the new deal and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this Freshworks CRM (Freshsales Suite) - SendGrid integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
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Connect more apps to your Freshworks CRM (Freshsales Suite) + SendGrid flow

Bring in ecommerce orders, calendar bookings, marketing campaigns, team alerts, spreadsheets, or meetings to keep your entire business aligned. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
SendGrid
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ShopifyShopify (8)
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CalendlyCalendly (8)
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MailchimpMailchimp (8)
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SlackSlack (8)
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Google SheetsGoogle Sheets (8)
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ZoomZoom (8)
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Create a contact in Freshworks CRM (Freshsales Suite) from every Shopify order, and send a confirmation email in SendGrid
Every Shopify order instantly creates a contact in Freshworks CRM (Freshsales Suite) while SendGrid dispatches a customer email, removing manual entry completely.
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When a Shopify customer is created, create a contact in Freshworks CRM (Freshsales Suite) and send a welcome email in SendGrid
New Shopify customers trigger a contact creation in Freshworks CRM (Freshsales Suite) and an immediate SendGrid welcome email.
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When a Shopify order is fulfilled, update the deal in Freshworks CRM (Freshsales Suite) and send a shipping notification in SendGrid
Fulfilling a Shopify order updates your Freshworks CRM (Freshsales Suite) deal stage and sends a tracking email via SendGrid.
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Create a task for a contact in Freshworks CRM (Freshsales Suite) when a Shopify order is placed, and email the support team via SendGrid
New Shopify orders generate a Freshworks CRM (Freshsales Suite) task and alert support through SendGrid automatically.
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If a Shopify order total exceeds $500, create a high-value deal in Freshworks CRM (Freshsales Suite) and send a priority email via SendGrid; otherwise, create a standard contact and send a standard email
High-value Shopify orders trigger enterprise deal creation in Freshworks CRM (Freshsales Suite) and priority emails in SendGrid, while standard orders receive standard handling.
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When a Shopify order is cancelled, update the deal in Freshworks CRM (Freshsales Suite) to closed lost and send a cancellation notice in SendGrid
Cancelled Shopify orders mark Freshworks CRM (Freshsales Suite) deals as lost and trigger SendGrid cancellation emails.
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Use Claude to summarise Shopify order notes, create a contact in Freshworks CRM (Freshsales Suite) with the summary, and send a briefing email via SendGrid
Claude summarizes order notes from Shopify, stores the summary in Freshworks CRM (Freshsales Suite), and emails the team via SendGrid.
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When a Shopify order is created, create a contact in Freshworks CRM (Freshsales Suite), send an email in SendGrid, and post an alert in Slack
Shopify orders sync to Freshworks CRM (Freshsales Suite), trigger SendGrid emails, and notify your team instantly on Slack.

Supported triggers and actions for Freshworks CRM (Freshsales Suite) and SendGrid

Mix and match to build the exact automation you need

Freshworks CRM (Freshsales Suite)
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
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Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
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Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
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Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
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Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
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Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
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Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
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Create product in Freshworks CRM (Freshsales Suite)
Adds a new product to the CRM
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Search contact in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information
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Create contact in Freshworks CRM (Freshsales Suite)
Adds a new contact to the database
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Search contact by email in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information using their email address
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Update contact in Freshworks CRM (Freshsales Suite)
Updates contact information with new details
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Search contact by phone number in Freshworks CRM (Freshsales Suite)
Finds information about a contact using the phone number
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Get contact by id in Freshworks CRM (Freshsales Suite)
Retrieves a contact's information based on their id
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Add note to a contact in Freshworks CRM (Freshsales Suite)
Adds a note to a contact
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Create task for contact in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a contact
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Delete contact in Freshworks CRM (Freshsales Suite)
Removes a contact from the address book
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Create deal in Freshworks CRM (Freshsales Suite)
Generates a new deal with
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Get deal by id in Freshworks CRM (Freshsales Suite)
Retrieves a deal by its id
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Search deal by name in Freshworks CRM (Freshsales Suite)
Searches for a deal by its name with
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Create task for deal in Freshworks CRM (Freshsales Suite)
Creates a new task for a particular deal
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Add note to a deal in Freshworks CRM (Freshsales Suite)
Adds a note to a deal
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Update deal in Freshworks CRM (Freshsales Suite)
Updates deal information based on new criteria or changes
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Create or Update contact in Freshworks CRM (Freshsales Suite)
Adds or update contact information
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Create account in Freshworks CRM (Freshsales Suite)
Generates a new account
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Create task for an account in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a account
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Get account by id in Freshworks CRM (Freshsales Suite)
Retrieves account information based on the account id
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Search account by name in Freshworks CRM (Freshsales Suite)
Searches for an account using the name
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Add note to an account in Freshworks CRM (Freshsales Suite)
Adds a note to the account without manual input
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Mark task as completed in Freshworks CRM (Freshsales Suite)
Marks the task as completed
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Get task by id in Freshworks CRM (Freshsales Suite)
Retrieves a task using its id
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SendGrid
SendGrid Triggers & Actions
No trigger is available
Create or update contact in SendGrid
Creates or updates a contact
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Send email in SendGrid
Sends an email to a recipient
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What can you automate with Freshworks CRM (Freshsales Suite) + SendGrid?

Streamline your customer communications, keep records synchronized, and eliminate manual busywork between your CRM and email platform.

What you can automate?
✉️
Send automated emails from CRM triggers
Instantly dispatch branded SendGrid emails the moment a contact or deal is created in Freshworks CRM (Freshsales Suite). Remove manual email drafting from your daily workflow.
📋
Capture every submitted contact detail
Map available Freshworks CRM (Freshsales Suite) fields directly into SendGrid subscriber lists instead of just names and emails. Keep your mailing lists fully populated.
🔔
Alert the right person instantly
Trigger urgent email notifications through SendGrid whenever high-priority deals or tasks are updated in Freshworks CRM (Freshsales Suite). Ensure rapid internal response times.
🔀
Route emails based on CRM field data
Send different email templates through SendGrid depending on the deal value or contact tier submitted in Freshworks CRM (Freshsales Suite). Personalize customer communication automatically.
🔄
Keep email contacts up to date
Automatically update subscriber preferences in SendGrid whenever contact details change in Freshworks CRM (Freshsales Suite). Prevent outdated recipient information.
🔍
Create or update without duplicates
Search existing SendGrid contacts before creating new records, updating current profiles when matches are found. Keep your mailing database clean and organized.
📉
Handle later deal stage updates
Trigger re-engagement emails in SendGrid whenever a Freshworks CRM (Freshsales Suite) deal moves to closed lost or completed. Nurture past prospects effortlessly.
🚀
Extend workflows to Slack notifications
Connect Freshworks CRM (Freshsales Suite) and SendGrid to Slack, ensuring your team gets instant chat alerts whenever automated emails are dispatched.
And much more...

Who is Freshworks CRM (Freshsales Suite) + SendGrid integration for?

Revenue teams, marketers, and account managers rely on this integration to eliminate manual data entry, accelerate follow-ups, and keep communication pipelines accurate.

Revenue operations managers
Revenue operations managers
Sales team leads
Sales team leads
Client account managers
Client account managers
Customer support leads
Customer support leads
Sales development reps
Sales development reps
Compliance and audit officers
Compliance and audit officers
📈
Revenue operations managers
You're tracking campaign metrics across Freshworks CRM (Freshsales Suite) but your email outreach data only updates when someone manually exports records, so the conversion counts you're reporting against are always a few hours behind — with this integration, every new contact lands in your email tool instantly and your data stays current.
Sales team leads
You manage inbound leads in Freshworks CRM (Freshsales Suite) but depend on delayed manual notifications to trigger follow-up emails in SendGrid, so high-intent prospects wait too long for a response — automations like this mean every lead receives an instant outreach email the moment they enter your pipeline.
🤝
Client account managers
You update deal stages in Freshworks CRM (Freshsales Suite) but need to manually notify clients and stakeholders via email updates, so project communication often lags behind actual progress — this integration means every status change automatically triggers the exact right email without manual drafting.
📊
Customer support leads
You handle high volumes of customer inquiries through Freshworks CRM (Freshsales Suite) records that require immediate email acknowledgments, so your team struggles to keep pace during peak hours — automating both apps means every new record instantly receives a professional template response without manual copy-pasting.
🎯
Sales development reps
You own the initial outreach stage and depend on upstream lead creation in Freshworks CRM (Freshsales Suite) before you can send introductory emails in SendGrid, so precious minutes are wasted switching between tabs — connecting these apps means your outreach emails fire off the second a lead is logged.
🔒
Compliance and audit officers
You need a reliable communication history across Freshworks CRM (Freshsales Suite) and SendGrid but keep finding gaps caused by missed manual email logs, so audit preparation is always stressful — with this integration, every contact and email interaction is recorded reliably with zero manual gaps.
Our team

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Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + SendGrid

Build and manage your Freshworks CRM (Freshsales Suite) + 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 Freshworks CRM (Freshsales Suite) + 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.
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Frequently Asked Questions

How do I connect Freshworks CRM (Freshsales Suite) to SendGrid?
Frequently Asked Questions
You can connect Freshworks CRM (Freshsales Suite) to SendGrid in 1 click using ready templates or by asking Integrately AI to build the automation for your team.
Can I automatically send an email in SendGrid when a contact is created in Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Can I connect Freshworks CRM (Freshsales Suite), SendGrid, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Freshworks CRM (Freshsales Suite) and SendGrid?
Frequently Asked Questions
How does Freshworks CRM (Freshsales Suite) handle contact data in this integration?
Frequently Asked Questions
How does SendGrid process email dispatches from CRM triggers?
Frequently Asked Questions
Do I need coding skills to automate Freshworks CRM (Freshsales Suite) and SendGrid?
Frequently Asked Questions
Is the Freshworks CRM (Freshsales Suite) and SendGrid integration free?
Frequently Asked Questions
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