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. Send Emails
• Send automated yet
personalized emails
to a large group in no
time
• Create an account in
SendGrid to send
emails easily
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
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. Add SendGrid to Agile CRM NOW
Click here for setup SendGrid guide:
https://www.agilecrm.com/resources/Send
Grid-Integration.pdf