SendGrid Integration Planfix CRM and Project Management System

SendGrid Integration

Looking to increase the efficiency of your newsletters? Integrate Planfix with SendGrid to automate your business processes and optimize communication with customers and your team.

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newsletter automation data synchronization customer databases
Newsletter Automation — SendGrid Integration

Newsletter Automation

Easily manage your email campaigns with SendGrid CRM integration. Set up Planfix scripts to auto-inform customers about promotions, special offers, and company news.

Data Synchronization — SendGrid Integration

Data Synchronization

Automatically upload, download, and synchronize customer lists from Planfix to SendGrid. Minimize errors and inaccuracies in your data.

Customer Databases — SendGrid Integration

Customer Databases

Segment your customer database and launch different newsletters for different groups simultaneously. Schedule emails in Planfix linked to specific dates or events for automatic dispatch.

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