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Coeffection

SendGrid Integration

Sync CRM audiences to SendGrid contact lists and deliver email campaigns at scale via the SendGrid API. Real-time event webhooks push delivery, open, click, bounce, and unsubscribe data back to contact records for complete visibility.

Prerequisites#

  • SendGrid account (free or paid).
  • Completed sender authentication in SendGrid — either verified sending domain (preferred) or single-sender verification (free tier).
  • Coeffection role with integrations:manage permission.

Connecting SendGrid#

  1. In SendGrid, go to Settings → API Keys and generate a new API key with full access to Marketing and Mail Send.
  2. In Coeffection: Admin Settings → Integrations → SendGrid → Connect.
  3. Paste your SendGrid API key.
  4. Copy the webhook URL Coeffection provides; paste it in SendGrid under Settings → Mail Settings → Event Webhooks. Enable: delivered, opened, clicked, bounced, dropped, unsubscribed.
  5. Push a Smart List segment to SendGrid to create a contact list and begin sending campaigns.

What you get#

  • Contact list sync — Smart List segments pushed to SendGrid lists; field mappings handled automatically.
  • Email delivery via API — send templated emails through the SendGrid Mail Send API directly from automation workflows.
  • Event webhooks — real-time SendGrid events stream to the contact timeline (typically within 1-2 seconds of the event).
  • Bounce & suppression management— hard bounces and unsubscribes update Coeffection's “do not email” status automatically.
  • Engagement analytics — per-contact open rate, click rate, and last-engagement timestamp surfaced on the record.
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SendGrid uses API-key auth (no OAuth). Anyone with your API key can send mail from your verified domain. Rotate keys quarterly and use SendGrid's API key restrictions (scope to Mail Send + Marketing only) to limit blast radius if a key leaks.
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SendGrid is best for high-volume transactional or marketing email at scale. For reply-tracking on 1:1 sales conversations, use Gmail or Outlook integration instead — SendGrid's sender-domain model breaks reply threading for most prospects.