Copper + Sendgrid

Synchronise Copper with Sendgrid

Info
Copper

Copper

Customer Relationship
Info
Sendgrid

Sendgrid

Data

Manage your Copper leads and contacts by receiving an overview of your data via Sendgrid emails.

Orders

Synchronise your Orders

Import or export your orders from one application to another.

Clients

Synchronise your Contacts

Synchronise contacts and customers between your applications.

Transactions

Track your Payments

Keep control of your accounting by exporting your transactions.

Marketing

Optimise your Marketing

Use your customer data to improve your sales.

Can we manage marketing and leads with SendGrid?

The campaign management feature lets marketing teams segment contacts based on engagement metrics and customer data.

Can I customise SendGrid emails before sending them?

The SendGrid application comes with an editing tool, which enables users to create responsive email templates and add fields and text to your notification emails.

Should I have a Google Suite account to use Copper?

Yes, because Copper is designed to integrate with Gmail and other Google Apps, meaning it can log all your emails and other interactions to the right contact only if you're using Google Suite.

What other features does Copper offer?

You can also see information from all your email threads, past interactions, and tasks... all in one place. Copper even reminds you to reach out to contacts and follow up on deals.

Connect Copper and Sendgrid

No-code platform, start integrating in a matter of minutes.

Synchronisation

Automatically trigger your syncs on predefined events.

Universal Connector

Connect and synchronise your applications without any technical knowledge.

User Interface

Observe in real time the data transferred from one app to another.

Resilience and Security

Enjoy fully encrypted communications and transfers.

Multi-user Account

Work as a team and regulate the permissions of your team members.

Statistics new

Follow the frequency of your synchronisations over time.

Integration Guides

Tips to integrate Copper and Sendgrid easily

Customer Relationship

Copper is an easy-to-use CRM for small and medium-sized businesses that need a better way to manage leads & grow customer relationships.

https://www.copper.com

Data

SendGrid is a cloud-based email marketing tool that assists marketers and developers with campaign management and audience engagement. Sendgrid includes A/B testing and mailing list management.

https://sendgrid.com

Questions about the integration?

Request more info on Copper + Sendgrid integration

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