AI-Agents for Sales working with SendGrid

SendGrid's cloud-based email infrastructure relieves businesses of the cost and complexity of maintaining custom email systems

Draft and Send Outreach

Find new buyers and send first emails after the team approves them.

Your automated outreach starts with buyers who fit your profile. Review tailored emails before sending, then see every message and result in your sheet.

Works with25 tools
Track Outreach Email Sends

Show which approved prospect emails have confirmed send results.

Your outreach email tracking sheet shows send results and a daily list of messages that need your attention.

Works with15 tools
Book Lead Meetings

Put new leads on reps' calendars or email when no time is open.

Your inbound leads get a meeting invitation at the first open time on their rep's calendar, or a follow-up email when no time is open.

Works with33 tools
Send New Lead Emails

Reply to new website leads and share the gaps needed for follow-up.

Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.

Works with49 tools
Notify Deal Owners

Email deal owners a link when their proposals are rejected.

Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.

Works with29 tools
Draft Initial Outreach Email

Draft first outreach emails grounded in prospect and company details.

Get a targeted outreach email shaped around your prospect's role and company priorities, with the opening explained before you send it.

Works with38 tools
Email New Referral Leads

Send first emails to new referrals and keep their follow-ups on the leads.

New referral leads get an introduction tied to their stated need, and you can see the exact email and next step on the lead.

Works with20 tools
Send Birthday Emails

Send birthday greetings to sales contacts without repeat sends.

Your contacts receive birthday greetings in the tone you choose, and your contact sheet shows which emails went out and which need review.

Works with20 tools
Send Client Welcome Email

Welcome signed clients with the scope promised in their agreement.

Your new client gets a personal welcome after signing, with clear first steps and a link to share files.

Works with24 tools
Send Sales Call Follow-Ups

Send prospect follow-ups and keep open questions with the rep.

Your prospect gets a short sales call follow-up email with the agreed next step and timing, while you get a copy and any open questions.

Works with25 tools
Rank Real Estate Leads

Prioritize new buyer and seller leads for team follow-up.

Your team gets a real estate lead list every evening, with repeat visitors combined and clear follow-up requests at the top.

Works with38 tools
Send Seller Lead Emails

Start seller conversations with a tailored email and Agent brief.

Give homeowners a relevant first reply while your sales Agent gets the property details and questions needed for the next conversation.

Works with35 tools
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