SendGrid is a communication platform used for sending transactional and marketing emails.

Set Up SendGrid

Perform the following steps to set up the SendGrid action connector:

  1. Click Configure Action Step from the left navigation panel.
  2. Click Action Step to configure third-party services.
  3. Within the Configure Action Step, click the SendGrid connector.
  4. Under Choose an Action tab, select the Send Email action. 
  5. Click the + Add New Account button to set up your SendGrid account (see screenshot in next step).
  6. In the Authorize modal, enter a Title for your connection and your SendGrid account API Key. Then click Authorize. For more information, refer to the How to create an API key document. 
  7. On the Configure Action page, enter the From and To email address, the Subject line, the Body Type, and the Body of the email. 
  8. Click the Show optional fields toggle switch to view and enter the “CC” and “BCC” email addresses.
  9. Click Proceed.
  10. Check if the details are correct. If yes, click Test Action.
  11. Once set, click Save and Exit.

You can check the email in the receiver’s email account to verify the action.

This sets up the SendGrid action connector.

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