Integrating SendGrid as your email service provider is a quick, effective way to improve your email communications. Before connecting it to your account, you'll need to complete a few steps within SendGrid first. This guide walks you through generating an API key, configuring your SMTP settings, and linking SendGrid to the CRM for reliable email delivery.
Getting Started
Before integrating SendGrid with your account, you'll need to create an API key. Log in to your SendGrid account, navigate to "Settings" in the left navigation bar, and select "API Keys". Click "Create API Key" to generate one.
Setting up API Key
Give your API key a name and set the permissions. If you've chosen Restricted Access or Billing Access, specify the permissions for each category. For more details, refer to API key permissions.
Once done, click "Create & View."
You can also enable Two-Factor Authentication (2FA) and complete the Sender Authentication process within your SendGrid account for added security and reliability.
Copy API Key
The API key will act as the password for your SendGrid connection. Click on the key to copy it in full, and store it somewhere secure. Avoid embedding the API key directly in your code or saving it in any public repository.
Integrating SendGrid
After copying the API key from SendGrid, navigate to the email services section within your settings in NotLuck CRM. Click "Add Service" to begin the setup.
Click the SMTP provider dropdown and select SendGrid.
Configuring SMTP Settings
A popup will appear where you can fill in the required fields to establish the connection.
- Username: Optionally, enter the username as "APIkey"
- Email Address: Enter the email address associated with your SendGrid account.
- Password: Paste the API key copied from SendGrid.
Save
Once you've confirmed the details are correct, save the settings to complete the connection.
Once connected, don't forget to set SendGrid as your default provider (if required) to make full use of its email capabilities.