Sending Emails From SendGrid to Tagged Infusionsoft Contacts
If you want to send emails automatically from your SendGrid account to your Infusionsoft contacts, you can do that using Zapier.
You will need:
- an Infusionsoft account
- a SendGrid account
- a Zapier account
To connect your Infusionsoft account to Zapier, you need an active Infusionsoft account. To learn more, see the Infusionsoft get-started guide and how to get started with Infusionsoft on Zapier.
To connect your Infusionsoft account to Twilio SendGrid, you must have an active Twilio SendGrid account. To learn more, see the Twilio SendGrid API reference and how to get started with Twilio SendGrid on Zapier.
To begin, open the Send emails from Twilio SendGrid to tagged Infusionsoft Contacts Zap.
- Choose your Infusionsoft account from the list of accounts, or connect a new account.
- To connect a new Infusionsoft account to your Zapier, log in and click Allow on the pop-up window in the Zap when prompted.
- Choose your SendGrid account from the list of accounts, or connect a new account.
- You'll then need to choose the Tag name you'd like the Zap to monitor.
- To connect your Twilio SendGrid account to Zapier for the first time, enter your API key. If you haven't created an API key, go to the API Keys page in the Twilio SendGrid Console.
- Using fields from Infusionsoft, create and customize the To, From, and Subject email message that the Zap will send.
- Click Save + Finish.
Test the Zap. When the Zap is active, tagged Infusionsoft contacts receive emails through Twilio SendGrid.
Info
If you ever want to change this Infusionsoft and SendGrid integration, just go to your Zapier dashboard and tweak anything you'd like.
You can also check out all that's possible with Infusionsoft on Zapier, and other ways to connect Infusionsoft and SendGrid.