SalesforceSendGrid

Your CRM knows when to send the perfect email.

Trigger personalized SendGrid campaigns when Salesforce events happen -- new leads, deal stage changes, closed-won deals. No Pardot, no Marketing Cloud, no code.

Your CRM data is rich. Your emails are dumb.

Salesforce knows everything about your leads -- their company, deal stage, industry, last activity. But when it comes time to send an email, you export a CSV, upload it to your ESP, and blast a generic campaign to the whole list. By the time you segment, the data is stale.

Marketing Cloud costs $1,250/month and requires a dedicated admin. Pardot is powerful but rigid -- changing a trigger means opening a support ticket. Zapier connects the two but gives you zero control over email design, and a single multi-step Zap costs real money at scale. What you want is dead simple: when something happens in Salesforce, send the right email to the right person, instantly.

Without
Export CSVs from Salesforce to import into SendGrid
$1,250/month for Pardot or Marketing Cloud
Batch sends that are never truly event-triggered
Static segments that go stale by noon
IT ticket required to change any trigger logic
With camelAI
Campaign fires the second a deal moves stages
Personalized with every Salesforce field
Conditional content by deal size, stage, or industry
No Marketing Cloud, no monthly seat fees
Change trigger logic in plain English

See it in action.

A real pipeline-to-inbox flow.

salesforce-campaigns--yourco.camelai.app

Trigger Rules

New Lead Created
Template: Welcome to Acme
Delay: Immediate
Deal Stage → Proposal
Template: Your Custom Proposal
Delay: Immediate
Deal Stage → Closed Won
Template: Welcome Aboard
Delay: 5 minutes

Activity Log

10:42 AM
New Lead: Maya Johnson
Sent “Welcome to Acme
Delivered
10:38 AM
Stage Change: Tom Rivera
Sent “Your Custom Proposal
Opened
10:15 AM
Closed Won: Sarah Chen
Sent “Welcome Aboard
Clicked
09:50 AM
New Lead: Jake Kim
Sent “Welcome to Acme
Delivered

From CRM event to inbox
in four steps.

1

Connect Salesforce

Add your Salesforce credentials in camelAI's integrations panel. camelAI uses the Salesforce REST API and Streaming API to listen for object changes in real time.

Learn more about Salesforce integration
2

Connect SendGrid

Add your SendGrid API key. camelAI handles sender verification and domain authentication (SPF, DKIM) automatically.

Learn more about SendGrid integration
3

Describe your triggers

Tell camelAI which Salesforce events should fire which emails. Use plain English:

When a deal moves to Closed Won, send the onboarding email with their company name and deal value.

4

Deploy and iterate

Your automation is live at a .camelai.app URL the moment it is built. Change trigger logic, add new email templates, or adjust timing -- all in conversation.

Emails that feel personal, at any scale.

Dynamic Salesforce fields flow into every template automatically.

Email Preview
From: Acme Sales <sales@acme.co>
To: {{contact.email}}
Subject: Welcome to Acme, {{contact.first_name}}!

Hi {{contact.first_name}},

We're thrilled to have {{contact.company}} on board. Your {{deal.type}} deal is officially live -- here's what happens next.

Get Started

Everything Marketing Cloud charges $1,250/month for.

Event Triggers

Fire emails on any Salesforce event: new lead created, opportunity stage change, closed-won, task completed, or any custom object update.

Conditional Content

Different email content for enterprise vs. SMB leads, by industry vertical, by deal value tier, or by any Salesforce field you choose.

Timed Sequences

Drip campaigns powered by camelAI's cron scheduler. Send day 1, day 3, and day 7 onboarding emails after a deal closes.

Delivery Analytics

Opens, clicks, bounces, and unsubscribes -- all tracked in your SendGrid dashboard with proper event tracking headers.

Domain Authentication

SPF, DKIM, and DMARC records set up automatically by the agent. Your emails land in inboxes, not spam folders.

Contact Segmentation

Target emails by lead source, geographic region, deal size, account type, or any custom Salesforce field. No static lists.

Built for teams that live in Salesforce.

Marketing Ops

You manage campaign logic across a dozen tools. You want one place where CRM events automatically trigger the right email -- no CSV exports, no Zapier chains, no IT tickets.

Demand Gen Managers

You need event-triggered nurture sequences, not batch-and-blast. Every lead should get the right email at the right moment based on where they are in the pipeline.

Email Marketers

You build beautiful email templates but hate the gap between your CRM and your ESP. You want Salesforce fields in your emails without manual mail merges or stale CSV imports.

RevOps Leaders

You need campaign performance data flowing back into Salesforce for attribution. No more siloed metrics split across three dashboards in two tools.

Frequently asked questions.

Stop exporting CSVs.
Start triggering campaigns.

Connect Salesforce and SendGrid. Describe your triggers. Deploy.