Connect Salesforce and SendGrid to unlock the power of automation

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Quickly connect Salesforce to SendGrid with a Zapier template.

Our most popular template

Send new Salesforce outbound messages as SendGrid emails
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Salesforce + SendGrid
Send emails via SendGrid for new records in Salesforce
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Salesforce + SendGrid
Trigger SendGrid's ae:40058 action for every updated Salesforce record
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Salesforce + SendGrid
Send email through SendGrid for new contacts in Salesforce
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Salesforce + SendGrid

Send new Salesforce outbound messages as SendGrid emails

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Salesforce + SendGrid

Send emails via SendGrid for new records in Salesforce

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Salesforce + SendGrid

Trigger SendGrid's ae:40058 action for every updated Salesforce record

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Salesforce + SendGrid

Send email through SendGrid for new contacts in Salesforce

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Salesforce + SendGrid

How Zapier works

Zapier makes it easy to integrate Salesforce with SendGrid - no code necessary. See how you can get setup in minutes.

Select a trigger from Salesforce

A trigger is an event that starts your Zap and runs the workflow. For example, with Salesforce, a trigger could be "New Case Attachment."

A trigger is the event that kicks off your automated workflow.

Setup an action from SendGrid

An action is what takes place after the automation is triggered. For example, with SendGrid, the action could be "Send Email."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Salesforce to SendGrid

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Salesforce to SendGrid integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Salesforce + SendGrid integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and SendGrid

How can I integrate Salesforce with SendGrid using Zapier?

You can integrate Salesforce with SendGrid through our platform by creating a Zap that connects the two applications. Start by setting up a trigger in Salesforce—such as New Contact, then add an action in SendGrid like Send Email to automate your workflow seamlessly.

What triggers and actions are available for Salesforce and SendGrid integration?

For Salesforce, you can use triggers like New Contact, Updated Lead, or Deleted Account. On the SendGrid side, typical actions include sending emails or adding recipients to a campaign. This allows you to customize interactions based on specific sales events.

Do I need any coding skills to set up the Salesforce and SendGrid integration?

No coding is required. Our user-friendly interface guides you through setting up triggers in Salesforce and corresponding actions in SendGrid, ensuring that anyone can automate their email processes without technical knowledge.

Can I send personalized emails from SendGrid based on data from Salesforce?

Yes, you can send personalized emails through SendGrid by using data fields from Salesforce as variables in your email templates. Simply map the data fields during the setup of an action step in your Zap to achieve personalization.

Is it possible to update my Salesforce contacts when recipients open emails in SendGrid?

While we currently don't support reverse triggers directly from email opens back into Salesforce, you can manually import engagement data or use third-party tools that provide deeper analytics connectivity with both platforms.

How do I ensure my integration between Salesforce and SendGrid stays active?

Make sure your Zaps are turned on after setup. Check your task history regularly for any error messages related to connectivity issues between Salesforce triggers and SendGrid actions—our dashboard provides details on any operational hiccups.

Can I manage unsubscribes within this integration setup between Salesforce and SendGrid?

While direct management of unsubscribes isn't handled through our platform, you can track unsubscribes in conjunction with customer data from your campaigns via action mappings, ensuring compliance with relevant regulations while observing recipient preferences.

Connect Salesforce and SendGrid to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History Object
  Required
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
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- Campaign
  Required
- Contact
  Required
Action
Write

- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write

Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write
- To
  Required
- From
  Required
- From Name
- Reply To
- Subject
  Required
- Text
- HTML
Action
Write
Create or Update Contact
This action allows you to add or update a Contact in SendGrid. You can use this action to add the contact to the list.
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Note
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Note
Action
Write
Find List by Name
This action searches for a specific list in SendGrid using the list name as an input and outputs the information of the list that matches the input name.
Action
Write