Setting Up SendGrid for Email Integration

Here’s a streamlined process for integrating SendGrid as your email service provider. Before connecting it to your CRM platform, there are a few steps to follow within your SendGrid account.

Accessing the API Keys Section

1. Log in to your SendGrid account.

2. On the left-hand navigation menu, go to Settings and select API Keys.

Creating an API Key

Click the Create API Key button to generate a new key.

API Key Setup

1. Assign a name to your new API key.

2. Choose the level of access: Full Access, Restricted Access, or Billing Access. If opting for Restricted or Billing Access, define specific permissions.

3. Once set, click Create & View to finalize the key creation.

Copying the API Key

You’ll use this key later when setting up the SendGrid connection. Click on the API key to automatically copy it to your clipboard. Store it securely, avoiding any direct inclusion in your code or any public-facing repositories.

Adding SendGrid to Your CRM

With your API key ready, head over to the email services section within your CRM settings. Here, choose the option to Add service to proceed with the integration.

Configuring SMTP Settings

1. Choose SMTP provider and select SendGrid from the dropdown.

2. Use "APIkey" as your username.

3. Enter the email address you'd like to integrate with the CRM.

4. Paste the API Key you previously copied from SendGrid.

5. Save your settings to complete the configuration.
   
   

Successful Connection

Once everything is configured, your screen should display the confirmation that your SendGrid account is now connected to the CRM. Don’t forget to set SendGrid as your default email provider.

This guide will help you efficiently integrate SendGrid with your CRM for managing email services.