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SendGrid Connection

Connect SendGrid to send transactional and marketing emails.

Required Credentials

  • API Key
  • From Email (optional default sender)

Setup Steps

  1. Go to SendGrid Dashboard
  2. Create an account or sign in
  3. Go to Settings → API Keys
  4. Click "Create API Key"
  5. Name your key and select permissions:
    • Full Access, or
    • Restricted Access with "Mail Send" enabled
  6. Click "Create & View"
  7. Copy the API key (shown only once)
  8. Verify a sender identity in Settings → Sender Authentication
  9. Add credentials to your Workflow Builder connections

Features

  • Send transactional emails
  • Send emails with templates
  • Add attachments
  • Track opens and clicks
  • Manage contact lists

Best Practices

  • Verify sender domains for better deliverability
  • Use templates for consistent branding
  • Monitor bounce rates and spam reports
  • Handle unsubscribes properly