SendGrid

The SendGrid integration provides SalesExec with a robust, cloud-based email delivery service for handling high-volume outbound email communication with high deliverability.

Source Type:
Email Delivery Service

Delivery Format:
API

Integration Type:
Transactional Email

Website:
SendGrid Website

Overview

The SendGrid integration provides SalesExec with a robust, cloud-based email delivery service for handling high-volume outbound email communication with high deliverability. This built-in integration focuses on enabling SalesExec’s one-to-one email functionality at scale, ensuring your messages reliably reach inboxes. SalesExec automatically provisions a dedicated SendGrid subuser account for your organization, maintaining segregated sender reputation and managing verified sender identities and user mappings via API calls.

How It Works

When enabled, SalesExec automatically sets up a dedicated SendGrid subuser account for your organization, segmenting your email reputation under ClickPoint’s master account. All emails sent from SalesExec, whether for nurture campaigns or critical notifications, are routed through SendGrid’s API. This ensures efficient SMTP delivery, bounce handling, open tracking, and unsubscribe management, significantly improving overall deliverability and scalability. The integration also manages verified sender identities and maps your SalesExec users to SendGrid senders/teammates through API interactions. Basic analytics, such as deliveries and bounces, are logged for auditing purposes. To protect sender identity and ensure compliance, you must either authenticate your domain or verify each sender's email address.

Benefits

High Deliverability: Leverage SendGrid’s infrastructure for excellent inbox placement and reliable email delivery.
Scalable Communication: Send high volumes of both marketing and transactional emails effortlessly.
Automated Workflows: Launch email sequences automatically based on SalesExec triggers and lead events.
Sender Reputation Management: Each client’s email reputation is segregated for better control and compliance.
Comprehensive Analytics: Track deliveries, bounces, and engagement for auditing and optimization.

Data Exchange

Inbound (SendGrid → SalesExec)

None

Outbound (SalesExec → SendGrid)

Action / Endpoint

Action / Endpoint	Description
`https://api.sendgrid.com/v3/mail/send`	Sends transactional or marketing email via SendGrid.
`https://api.sendgrid.com/v3/subusers/{id}`	Creates or updates SendGrid sub‑user accounts.
`https://api.sendgrid.com/v3/teammates/{id}`	Invites or manages SendGrid teammate (admin‑user) accounts.

Admin User’s (Teammate) Fields

Field	Description
Email	The email address of an invited teammate associated with a SendGrid user account.

Verified Sender’s Fields

Field	Description
Sender Nickname	Nickname or label for the sender identity.
Sender From Email	The email address used as the sender (From) address.
Sender From Name	The display name shown as the sender.
Reply To Email	The email address for replies.
Reply To Name	The display name for the reply-to address.
Business Address	Sender's business street address.
Address Line 2	Additional address information (suite, unit, etc.).
City	City for the sender's business address.
State	State or province for the sender's business address.
Zip Code	Postal or ZIP code for the sender's business address.
Country	Country for the sender's business address.

Message Fields

Field	Description
From	Email address of the sender.
ReplyTo	Email address for replies.
To	Recipient email address(es).
CC	Carbon copy recipient(s).
BCC	Blind carbon copy recipient(s).
Subject	Subject line of the email.
HtmlContent	HTML content of the email body.
Attachments	List of file attachments to include in the email.

Message Custom Arguments

Field	Description
LeadUID	Unique identifier for the SalesExec lead.
AccountUID	Unique identifier for the SalesExec account.
UserAccountUID	Unique identifier for the SalesExec user account.
ContactUID	Unique identifier for the contact.
StrategyUID	Unique identifier for the email strategy.
EmailTemplateUID	Unique identifier for the email template.
TrackingId	Unique identifier for tracking the email event.

Read the KB article: Send verified email via SendGrid and LeadManager

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