Using SendGrid As The SMTP Provider

This help article provides a guide for integrating SendGrid as your SMTP provider within the platform. It details the necessary configurations and settings to enable seamless email delivery through SendGrid. The article covers the technical steps required to properly configure SendGrid, ensuring optimal performance and reliability of your email communications. For any advanced troubleshooting or specific queries, please refer to the detailed instructions provided within the article.

Step 1: Sign up for SendGrid
Sign up for SendGrid

Step 2: Go to Location Settings in your account
Click on Email Services > Add Service > Select SendGrid from the dropdown.

If you want to integrate SendGrid for all locations, you can set this up in the general settings view.

Step 3: Get your SendGrid API

Click on Settings > API keys > create API Key.

• Type an API Key Name.
• Make sure API Key Permissions is set to Full Access.
• Click Create & View.

• Copy the highlighted API Key created.

Step 4: Add your API key to the platform

• Username: apikey
• Email: Your SendGrid login email
• Password: Paste the highlighted copied API key here
  Click Save.

Step 5: Setup 2FA with SendGrid

Step 6: Verify SendGrid email account as a single sender

Create a sender with your SendGrid login email.

Step 7: Integrate again by clicking Save

Now you will see SendGrid as your SMTP provider in the platform.

If you are getting an error when you send a test email in the conversation, click the ⚠️(red triangle) icon to view more details about the error in the conversation.

Error Example:
550 The from address does not match a verified Sender Identity. Mail cannot be sent until this error is resolved.

Important: When you mask the sender email, make sure the sender email matches with the SMTP-integrated email, or ensure the sender email is verified with SendGrid.