1.
CRM
Integration

2.
SendGrid CRM Integration
Send Automated Emails.
Tag & Score Leads.

3.
SendGrid + Agile
• Send automated emails to prospects
directly from the CRM
• Set up auto-responders for regular follow-
ups
• Use customized email designed templates
• Tag and score prospects based on the link
click-through rate
• Use A/B testing to track which email
campaigns were successful

4.
Send Emails
• Send automated yet
personalized emails
to a large group in no
time
• Create an account in
SendGrid to send
emails easily

5.
https://www.agilecrm.com/pricing
Free For 2 Users – Sign Up Today

6.
Score & Tag Contacts
• Tag leads to different
categories based on
the score allotted to
them
• Score your leads
based on email open
and link click rates

7.
Autoresponders
• Send automated
responses as soon as
you finish your sales
call
• Customize and
schedule responses
for your leads

8.
Email Split Testing
• Based on email open
and click rates
segment the
successful
campaigns for future
use
• Use A/B testing and
create different email
test campaigns

9.
Add SendGrid to Agile CRM NOW
Click here for setup SendGrid guide:
https://www.agilecrm.com/resources/Send
Grid-Integration.pdf