Unlock the true potential of Retently and Sendgrid by integrating them to work harmoniously. With third-party services like Make and Zapier, this integration is both effortless and incredibly efficient.
Why Integrate Retently with Sendgrid?
Before diving into the "how," let's understand the "why."
By connecting Retently and Sendgrid:
Enhance Communication: Send event-based surveys directly to your contacts imported from Sendgrid to Retently.
Boost Feedback Analysis: Export survey responses from Retently into Sendgrid. This allows you to promptly follow up with survey respondents, delve deeper with customers who haven't provided textual feedback, and nurture relationships by keeping communication lines open.
Steps to Integrate using Make or Zapier
Sign Up/Log In to your chosen third-party service (Make or Zapier).
Search for Retently and Sendgrid in the platform’s app directory or search bar.
Select a Pre-made Workflow or create a custom one based on your needs. Examples include:
Importing contacts from Sendgrid to Retently.
Exporting survey responses from Retently to Sendgrid.
Authorize both your Retently and Sendgrid accounts within the platform.
Configure the integration settings, specifying triggers and actions. For instance:
When a new contact is added in Sendgrid, trigger an event-based survey in Retently.
When a survey is completed in Retently without textual feedback, trigger an email in Sendgrid asking for more details.
Test the integration to ensure it works as expected.
Activate the workflow.
Automation Examples
Event-based Surveys: Once you've imported contacts from Sendgrid, you can set up Retently to automatically send out surveys based on specific events or milestones.
Survey Follow-ups: Post-survey communication is essential. If a customer leaves feedback without elaboration, use Sendgrid to send them a personalized email asking for more details or thanking them for their input.
In conclusion, integrating Retently with Sendgrid through Make or Zapier allows businesses to harness the power of both platforms. Automating processes saves time, increases efficiency, and, most importantly, enhances your relationship with your customers through timely communication and feedback.