Set up a SendGrid Integration and Automate Your Emails

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As companies grow, good communication can often be the biggest challenge it faces. Internally and externally, your business needs clear and repeatable processes to keep the lines open between employees and also your clients.

One way financial professionals at firms of all sizes are keeping up with increasing client communication demands today is through the use of email marketing software that allows them to reach more individuals with the right message.

In today’s post, we’re going to look at how you can integrate one of those email platforms, SendGrid, with ProcessComposer to create workflows that incorporate the advantages of an automated email marketing system.

What is SendGrid, Anyway?

Everyone needs to send emails, and businesses need to send a lot of them. To that end, there are many email services set up specifically to help you market and sell to a wide audience. The last thing you want to do is paste a list of 100 contacts into Outlook as blind carbon copy (BCC) recipients. Email services like SendGrid provide a better way.

SendGrid allows you to build marketing campaigns and send transactional emails to reach clients more effectively. You can send a single email to a large list, track who’s seen your email, schedule certain emails to send automatically according to behaviors, and utilize the service to make your team an overall more effective communication engine.

The use of email marketing is at an all-time high, and often email communication plays a critical part in many workflow processes for financial institutions. Think about your new client or new rep onboarding, for example. Much of that communication and follow-up after meetings takes place in an email. Wouldn’t it be better if you could automate some of those steps?

Building a link with ProcessComposer to send emails through SendGrid was a natural fit, because sending through Salesforce lacks tracking for many common metrics like opens, clicks and bounces.

The ProcessComposer SendGrid Integration at a Glance

We’ve integrated with SendGrid using their API to bring the best features of their email marketing into your ProcessComposer workflows. Let’s take a look at how it works for you.

Our integration surfaces SendGrid templates into email alert steps within ProcessComposer process definitions so you have quick and easy access to the right information when you need it. When you’re interacting with SendGrid by way of the ProcessComposer integration, this is the only spot where you’ll see it; the rest of the integration happens behind the scenes.

Whether you want to send the email immediately or at a scheduled time, ProcessComposer handles it from there once you’ve set up the correct parameters. Instead of sending a Salesforce email template, we send it from SendGrid.

The ProcessComposer SendGrid Integration in Detail

Now that you’ve got a good sense of how SendGrid can help your firm’s communication methods and what it will do when paired with ProcessComposer inside Salesforce, let’s dig into the details.

When you set up the integration, you’re using SendGrid’s transactional email templates inside of Email Alert steps.

Before you get to that exciting step, though, you’ll need to create a SendGrid account if you don’t already have one, then obtain an API token and add to the Settings page so you can configure your new integration.

Now, you’re reading this section because you want details, so we’re going to give you details. To set this all up, follow these simple steps:

  1. On the left side menu in SendGrid, select ‘Settings’
  2. Select ‘API Keys’ from the sub-menu
  3. Click the ‘Create API Key’ button
  4. Name the Key and Choose ‘Full Access’
  5. Click ‘Create & View’
  6. Copy the API Key
  7. Now head over to Salesforce, and on the PCE-Settings page, add the copied key to the SendGrid API Token field
  8. Click ‘Save’

Once you’ve saved, you’ll see your SendGrid transactional email templates as an option on the Email Alert Step page, right along with your Salesforce email templates. We pull a list of those you’ve created in SendGrid’s interface using their template builder tools, so any templates you’ve set up will be available for use.

email automation software

When you select a SendGrid template, we validate the fields on that template to ensure they’re set up properly for the process object you’ve selected. You may also click ‘Edit Template’ to go directly to that selected template in SendGrid for further viewing and editing.

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