Pipedrive + SendGrid Integration

Integrate Pipedrive to SendGrid in one click, or tell Integrately AI how you want each deal handled. Create or update contacts, send branded emails, update your deals, and trigger automated follow-ups instantly.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Pipedrive
    Project is deleted in Pipedrive Instant
  • Pipedrive
    Project is created in Pipedrive Instant
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Activity matches filter in Pipedrive
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal matches filter in Pipedrive
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive Instant
  • Pipedrive
    Lead is updated in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization matches filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Person matches filter in Pipedrive
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive Instant
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2.
  • Pipedrive
    Create activity in Pipedrive
  • Pipedrive
    Update activity in Pipedrive
  • Pipedrive
    Get activity by id in Pipedrive
  • Pipedrive
    Delete activity in Pipedrive
  • Pipedrive
    Create deal in Pipedrive
  • Pipedrive
    Update deal in Pipedrive
  • Pipedrive
    Search deal in Pipedrive
  • Pipedrive
    Get deal by id in Pipedrive
  • Pipedrive
    Convert deal to lead in Pipedrive
  • Pipedrive
    Get deal conversion status in Pipedrive
  • Pipedrive
    Add product to deal in Pipedrive
  • Pipedrive
    Get products of deal in Pipedrive
  • Pipedrive
    Add participant to deal in Pipedrive
  • Pipedrive
    Get Participants by Deal Id in Pipedrive
  • Pipedrive
    Create lead in Pipedrive
  • Pipedrive
    Convert lead to deal in Pipedrive
  • Pipedrive
    Get lead conversion status in Pipedrive
  • Pipedrive
    Search lead in Pipedrive
  • Pipedrive
    Delete deal in Pipedrive
  • Pipedrive
    Create organization in Pipedrive
  • Pipedrive
    Update organization in Pipedrive
  • Pipedrive
    Search organization in Pipedrive
  • Pipedrive
    Get organization by id in Pipedrive
  • Pipedrive
    Delete organization in Pipedrive
  • Pipedrive
    Create person in Pipedrive
  • Pipedrive
    Update person in Pipedrive
  • Pipedrive
    Search person in Pipedrive
  • Pipedrive
    Get person by id in Pipedrive
  • Pipedrive
    Delete person in Pipedrive
  • Pipedrive
    Create product in Pipedrive
  • Pipedrive
    Update product in Pipedrive
  • Pipedrive
    Search product in Pipedrive
  • Pipedrive
    Get product by id in Pipedrive
  • Pipedrive
    Get product variations in Pipedrive
  • Pipedrive
    Delete product in Pipedrive
  • Pipedrive
    Add follower in Pipedrive
  • Pipedrive
    Create note in Pipedrive
  • Pipedrive
    Update note in Pipedrive
  • Pipedrive
    Search note in Pipedrive
  • Pipedrive
    Attach file in Pipedrive
  • Pipedrive
    Get user by id in Pipedrive
  • Pipedrive
    Search user by email in Pipedrive
  • Pipedrive
    Search user by name in Pipedrive
  • SendGrid
    Create or update contact in SendGrid
  • SendGrid
    Send email in SendGrid

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Ready Workflows Ready Workflows for Pipedrive + SendGrid Integration

Send branded emails, create or update contacts, update deal stages, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Pipedrive + SendGrid Integration

Send SendGrid email for new Pipedrive deal

Whenever a new deal is created in your Pipedrive, 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 Pipedrive - 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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Pipedrive + SendGrid Integration

Send SendGrid email for new Pipedrive person

Anytime a new person is added to your Pipedrive, 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 Pipedrive - SendGrid integration, you can rest assured that your new person 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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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Pipedrive + SendGrid flow

Connect your CRM and email platform to scheduling, spreadsheets, marketing, and communication tools. Pick a combination and activate it in one click.

Pipedrive
SendGrid
+
CalendlyCalendly (4)
+
Google SheetsGoogle Sheets (4)
+
HubspotHubspot (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
ZoomZoom (4)
C
P
S
When an invitee schedules a meeting in Calendly, create a person in Pipedrive and send a welcome email in SendGrid
New Calendly bookings instantly create a contact in Pipedrive and trigger a welcome email via SendGrid, so no lead slips through.
P
C
S
When a deal is created in Pipedrive, schedule a follow-up in Calendly and create or update the contact in SendGrid
New Pipedrive deals automatically set up Calendly follow-ups and update your SendGrid contact list.
P
C
S
When a deal stage is updated in Pipedrive, update the meeting in Calendly and send a notification email in SendGrid
Deal stage updates in Pipedrive adjust Calendly meetings and trigger relevant notification emails through SendGrid.
C
P
S
When an invitee cancels in Calendly, update the deal in Pipedrive and send a cancellation notice in SendGrid
Cancelled Calendly meetings update your Pipedrive deal status and trigger a cancellation email via SendGrid.

Supported triggers and actions for Pipedrive and SendGrid

Mix and match to build the exact automation you need

Pipedrive
Pipedrive Triggers & Actions
Instant
Project is deleted in Pipedrive
Triggers the automation when a Project is deleted
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Instant
Project is created in Pipedrive
Triggers the automation when a new Project is added
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Instant
Project is updated in Pipedrive
Triggers the automation when a Project is updated
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Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
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Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
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Activity matches filter in Pipedrive
Try it →
Instant
Deal is created in Pipedrive
Triggers the automation when a deal is created
Try it →
Instant
Deal is updated in Pipedrive
Triggers the automation when a deal is updated
Try it →
Deal matches filter in Pipedrive
Try it →
Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
Try it →
Instant
Lead is created in Pipedrive
Triggers the automation when a new lead is created
Try it →
Instant
Lead is updated in Pipedrive
Triggers the automation when a new lead is created
Try it →
Instant
Note is created in Pipedrive
Triggers the automation when a new note is created
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Instant
Note is updated in Pipedrive
Triggers the automation when a note is updated
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Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
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Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
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Organization matches filter in Pipedrive
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Instant
Person is created in Pipedrive
Triggers the automation when a new person is created
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Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
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Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
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Instant
Product is added in Pipedrive
Triggers the automation when a new product is added
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Instant
Product is deleted in Pipedrive
Triggers the automation when a product is deleted
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Instant
Product is updated in Pipedrive
Triggers the automation when a product is updated
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Create activity in Pipedrive
Generates a new activity or task
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Update activity in Pipedrive
Updates the activity with the latest information
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Get activity by id in Pipedrive
Retrieves details of an activity using ID
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Delete activity in Pipedrive
Deletes an activity
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Create deal in Pipedrive
Generates a new deal
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Update deal in Pipedrive
Updates deal information based on new criteria or changes
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Search deal in Pipedrive
Searches for a deal
Try it →
Get deal by id in Pipedrive
Retrieves a deal by its id
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Convert deal to lead in Pipedrive
Converts a deal into a lead
Try it →
Get deal conversion status in Pipedrive
Retrieves the conversion status of a deal
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Add product to deal in Pipedrive
Adds selected product to a deal
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Get products of deal in Pipedrive
Retrieves products associated with a deal
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Add participant to deal in Pipedrive
Adds a participant to a deal
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Get Participants by Deal Id in Pipedrive
Retrieves participants associated with a deal id
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Create lead in Pipedrive
Generates new leads for potential customers
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Convert lead to deal in Pipedrive
Converts a lead into a deal
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Get lead conversion status in Pipedrive
Retrieves the conversion status of a lead
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Search lead in Pipedrive
Searches for a lead
Try it →
Delete deal in Pipedrive
Deletes a deal
Try it →
Create organization in Pipedrive
Generates a new organization
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Update organization in Pipedrive
Updates organization information
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Search organization in Pipedrive
Finds and retrieves information about a organization
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Get organization by id in Pipedrive
Retrieves details of an organization using ID
Try it →
Delete organization in Pipedrive
Deletes an organization
Try it →
Create person in Pipedrive
Generates a new person
Try it →
Update person in Pipedrive
Updates the information of a person
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Search person in Pipedrive
Retrieves information about a person
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Get person by id in Pipedrive
Retrieves a person's information by their id
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Delete person in Pipedrive
Deletes a person
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Create product in Pipedrive
Generates and launch new products
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Update product in Pipedrive
Updates product information
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Search product in Pipedrive
Searches for a product
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Get product by id in Pipedrive
Retrieves product information using its id
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Get product variations in Pipedrive
Retrieves variations of a product
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Delete product in Pipedrive
Deletes a product
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Add follower in Pipedrive
Increase your follower count
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Create note in Pipedrive
Creates a new note in the particular format
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Update note in Pipedrive
Updates a note with new information
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Search note in Pipedrive
Searches for a note
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Attach file in Pipedrive
Uploads and save the selected file to a task
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Get user by id in Pipedrive
Retrieves user information using their id
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Search user by email in Pipedrive
Searches for a user using email address
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Search user by name in Pipedrive
Searches for a user using the name
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 Pipedrive + SendGrid?

Streamline your sales communication and CRM data management with proven workflows.

What you can automate?
✉️
Send automated emails from CRM deals
Trigger branded emails in SendGrid automatically whenever a new deal or person is created in Pipedrive. Remove manual email composition from your daily sales routine.
📋
Capture every submitted contact detail
Map complete Pipedrive person and deal fields directly into your SendGrid contact properties instead of basic names. Your email lists become far more targeted.
🔔
Notify stakeholders instantly on updates
Send immediate alerts and follow-up templates the moment deal stages change in Pipedrive. Keep your communication timely and consistent.
🔀
Route emails based on deal criteria
Send different email templates in SendGrid depending on the deal value or stage submitted in Pipedrive. Tailor your messaging effortlessly.
🔄
Keep contact records synchronized
Automatically update existing contact properties in SendGrid whenever a person or deal is updated in Pipedrive. Prevent outdated contact info.
👥
Create or update contacts without duplicates
Use intelligent upsert operations to create new SendGrid contacts or update existing ones based on email addresses. Keep your database clean.
📊
Handle later deal stage milestones
Trigger specific email campaigns when deals are marked won, lost, or moved to advanced pipeline stages in Pipedrive. Automate your lifecycle messaging.
🔗
Extend flows to spreadsheets and chat
Connect Pipedrive and SendGrid with tools like Google Sheets or Slack to log data and alert teams in a single multi-step workflow.
And much more...

Who is Pipedrive + SendGrid integration for?

Connecting Pipedrive and SendGrid eliminates manual CRM data entry and email deployment delays for sales and marketing professionals.

Sales Operations Analysts
Sales Operations Analysts
Sales Representatives
Sales Representatives
Account Managers
Account Managers
Customer Success Leads
Customer Success Leads
Marketing Specialists
Marketing Specialists
Sales Managers
Sales Managers
📈
Sales Operations Analysts
You're pulling CRM reports and campaign metrics by hand, but your email lists only update when someone manually exports contacts, so the campaign numbers you're reviewing are always hours behind — with this integration, every new deal and contact syncs instantly and your reports stay current.
Sales Representatives
You're managing active deals in Pipedrive while manually copying contact details into SendGrid to send follow-up emails, but busy days mean emails go out too late — with this integration, every new person triggers an automated branded email instantly.
🤝
Account Managers
You answer to clients who expect prompt onboarding communications whenever their deal progresses, but manual email drafting causes frustrating delays — automating both apps means every stage change triggers immediate client messaging.
🚀
Customer Success Leads
You handle high volumes of new customer sign-ups and cannot keep up with manual email dispatching, leading to missed touchpoints — with this integration, every new deal automatically provisions contact records and dispatches welcome campaigns.
🎯
Marketing Specialists
You depend on sales teams to hand over lead data before you can launch targeted email sequences, but communication gaps stall your campaigns — connecting these apps means marketing sequences start the moment a deal is created.
📋
Sales Managers
You need a reliable history of prospect communications and keep finding gaps where manual emails were forgotten, muddying pipeline visibility — this integration means every CRM action has an exact, logged email record.
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 Pipedrive + SendGrid

Build and manage your Pipedrive + 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 Pipedrive + 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
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Pipedrive to SendGrid?
Frequently Asked Questions
You can connect Pipedrive to SendGrid easily using 1-click automations on Integrately or by asking Integrately AI to build the workflow. Select a ready template, connect your accounts, and start automating your sales emails instantly.
Can I automatically send an email in SendGrid when a new deal is created in Pipedrive?
Frequently Asked Questions
Can I connect Pipedrive, SendGrid, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Pipedrive and SendGrid?
Frequently Asked Questions
How does Pipedrive handle contact data during the integration?
Frequently Asked Questions
Can SendGrid update existing contacts when Pipedrive deals change?
Frequently Asked Questions
Do I need coding skills to automate Pipedrive and SendGrid?
Frequently Asked Questions
Is the Pipedrive and SendGrid integration free?
Frequently Asked Questions
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You Can Also Connect Pipedrive or SendGrid With 1500+ Other Apps

Pipedrive
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SendGrid
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Sync SendGrid with marketing platforms, form builders, and analytics tools to enhance email campaigns.
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