PieSync integrates SendGrid with iPipeline CRM for an automatic 2-way contacts sync. Every time you add or update a contact in SendGrid, it is automatically synced with iPipeline CRM, and vice versa - eliminating import/export!
Syncing SendGrid with iPipeline CRM is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing SendGrid with iPipeline CRM.
More connections with SendGrid and iPipeline CRM are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
The SendGrid platform will improve your transactional email delivery and easily scale to meet your needs. Our powerful cloud-based email infrastructure will have your transactional email up and running in minutes.
iPipeline™ leads its industry in providing the next-generation suite of sales distribution software to the insurance and financial services markets as an on-demand service. By positively influencing behavior across the value chain through flexible, rules-based technology, iPipeline's channel solutions for carriers, distributors, and producers automate activities for quoting, forms processing, illustrations development, requirements ordering, contracting, and content distribution, enabling the insurance industry to market, sell, and process faster. iPipeline provides the process automation and seamless integration needed on a global basis to make a sale by aggregating approximately 125 carriers, 875 distributors and financial institutions, and their producers and licensed advisors in a Web-based environment — the iPipeline Network.
We’re using PieSync to help a client of ours sync their contacts in two different CRM’s. In one CRM, contacts are signed up for a trial to use our client's software, and in the other CRM, this trial sign-up triggers an automated email workflow. Before PieSync, contacts would be sent from one CRM to the other upon creation. Later, if they signed up for a trial, their updated trial sign-up information wouldn’t be sent from one CRM to the other. This wouldn’t trigger the email automation campaign, and new trial users wouldn’t get the information they needed. Now we have PieSync, and that information is accurate, all the time. Let me know if you need some more information.
Your approach is not only safe, but puts the power in our hands. I used to be in the data business many years ago, so your solution makes perfect sense. It helps me develop an approach to keep my information up to date and synchronized.