The Targeting Local CRM integration with SendGrid allows you to send emails from your SendGrid account based on triggers that you configure in Targeting Local CRM (see full article). Get your SendGrid API Key here. You can also use tokens to include activity data from Targeting Local CRM in emails that you send from SendGrid. Create HTML emails in SendGrid here.

SendGrid HTML Email Templates

Here are 6 HTML Email Templates you can use in SendGrid. See Help Video (sorry for hissing background noise).

  1. Get a Cash Offer
  2. Are You Open to Selling
  3. Our Team Walked Your Neighborhood
  4. Don’t Sell to Anyone Else
  5. Close in 7 Days
  6. Last Chance

Your call tracking # linked to the prospect will automatically be merged into SendGrid template.

Configure HTML Emails in CRM

Use the SendGrid Integrations link to finish the customization. See Help Video.