How to Connect SendGrid as Data Destination

The integration will allow you to add or delete contacts, as well as send a transactional Email to SendGrid in response to an action from other systems. For example, if a new row appears in Google Sheets, the lead in CRM moved to another stage of the funnel, the user's email will be automatically added to SendGrid. This will allow you to efficiently automate workflows and save a lot of time.

Let's go through the entire SendGrid setup step together!

Navigation:
1. What will the integration with SendGrid do?
2. How to connect a SendGrid account to ApiX-Drive?
3. How to set up data transfer to SendGrid in the selected action?
4. An example of the data that will be sent to your SendGrid.
5. Auto-update and update interval.

Once you have set up a Data Source system, such as Google Sheets, you can start setting up SendGrid as a Data Receiver.

To do this, click "Start Configuring Data Destination".

Select the system as Data Destination. In this case, SendGrid must be specified.

Next, you need to specify the "Add CONTACT" action if you need to add contact to mailing lists.

Or select "Delete CONTACT" if you want to delete contact from the list if they are already there.

The next step is to select the SendGrid account to which the data will be sent.

If there are no accounts connected to the ApiX-Drive system, click "Connect account".

In the window that opens, fill in the "API Key" fields.

To do this, go to your SendGrid personal account.

Go to your account settings, then to the API Keys tab.

After that, create a key, copy and paste into the API Key into the corresponding field in the ApiX-Drive system.

When the connected account is displayed in the "active accounts" list, select it for further work.

Attention! If your account is in the "inactive accounts" list, check your access to this login!

Now you need to specify the SendGrid address book to which data will be sent from the source.

You can select the address book to add or delete the desired contact.

Also, you need to specify the source field from which the Email will be added, the Name and Surname of the recipient, in our case, the Email is in Google Sheets in columns A, B and C.

Also, additional fields are available: Country, City, Address, Phone number, etc.

To add additional information opposite the corresponding field (for example, the name of the city), you must select the desired variable from the drop-down list.

Now you see the test data that will be send to SendGrid.

Click "Send test data to SendGrid" and go to the SendGrid account to the appropriate address book to test the connection.

If something does not suit you - click "Edit" and go back one step.

If everything suits you, click "Next" to continue the setup.

This completes the Data Destination system setup!

Now you can start choosing the update interval and enabling auto-update.

To do this, click "Enable update".

On the main screen, click on the gear icon to select the required update interval or setup scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update will be started, or add several options at once when you need the connection will be started.

Attention! In order for the Scheduled Run to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - auto-update of the connection will work today and then every day at 12:20.

To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.

To enable auto-update, switch the slider to the position as shown in the picture.

To force the connection, click on the arrow icon.

This completes the setup SendGrid as Data Destination! See how easy it is!?

Now don't worry, ApiX-Drive will do everything on its own!