Email and scheduling
Make every customer follow-up feel connected
Booking confirmations, service recaps, and requested information should reflect the conversation that came before them. Office 168/52 can connect Bob’s approved follow-up workflows to SendGrid so the next message carries the right details in your business’s email format.
Bob fills the approved SendGrid template with the details from the conversation and sends the follow-up your team allows.
Combine conversation context with your email templates
Your team has already put work into consistent customer communication. Bob reuses that work by supplying approved templates with the details gathered during intake. Instead of writing a fresh message from scratch, staff can review a focused follow-up that matches the customer’s actual request.
Workflows
Populate the right template
Map the customer’s verified details and workflow outcome into a configured SendGrid template.
Send at the appropriate step
Trigger an enabled send action when the required business condition and approval are satisfied, such as an appointment being confirmed.
Route email exceptions
Use configured event reporting to help staff handle bounces or failed delivery without treating every attempted send as a completed customer touchpoint.
Example workflow
Example workflow
A new customer asks for onboarding instructions. Bob captures the service they selected and the questions they still have. An approved SendGrid template delivers the correct checklist and contact information, giving the customer something clear to refer to after the chat ends.
Illustrative example, not a live execution log.
Connection and setup
Connect the authorized SendGrid configuration, choose sender identities and templates, and map the event and approval rules that should cause a message to be sent.
How Bob turns a conversation into a useful next step
Bob starts with the customer's request and the business information you approve. When the workflow needs a current record, Bob retrieves it from the connected service. When the next step changes a record or sends a message, Bob follows the permissions and approval steps you configure. The customer gets a useful next response, and your team gets a clear handoff when a person needs to take over.
Questions
Can Bob use our existing SendGrid templates?
That is the intended workflow when template sending is enabled. The integration needs the relevant template identifiers and the correct field mappings.
Does this also sign every customer up for marketing?
No. Service messages and marketing subscriptions are different actions. Audience updates require their own supported tools, consent, and business rules.
Who decides what Bob can change or send?
You choose the records Bob reads and the actions he takes. A reply, a record update, or an outbound message follows the approval step you set for that workflow. See the pricing page for plans. This page does not list prices.
Continue this workflow with
These are related workflows, not prerequisites.
Get started with SendGrid
Tell us how your front office handles this job today. You send the message when you are ready.