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Agile CRM - SendGrid Integration

SendGrid integration with Agile CRM lets you send transactional and marketing automation emails from Agile CRM using the SendGrid email gateway.

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Agile CRM - SendGrid Integration

  1. 1. CRM Integration
  2. 2. SendGrid CRM Integration Send Automated Emails. Tag & Score Leads.
  3. 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. 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. 5. https://www.agilecrm.com/pricing Free For 2 Users – Sign Up Today
  6. 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. 7. Autoresponders • Send automated responses as soon as you finish your sales call • Customize and schedule responses for your leads
  8. 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. 9. Add SendGrid to Agile CRM NOW Click here for setup SendGrid guide: https://www.agilecrm.com/resources/Send Grid-Integration.pdf

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