Quick way to setup sendgrid as a email service provider. Before connecting it to the CRM, a few steps need to be completed on the Sendgrid account.
Login to your Sendgrid account and navigate to “Settings” on the left navigation bar, and then select “API Keys”.
1. Give your API key a name. 2.Select Full Access, Restricted Access, or Billing Access. If you’re selecting Restricted Access, or Billing Access, select the specific permissions to give each category. For more information, see API key permissions. 3.Click Create & View.
This API Key will need to be used as a Password for the sendgrid connection. Click on the code and it will automatically copy the entire code. Copy your API key somewhere safe. For security reasons, do not put it directly in your code, or commit it somewhere public.
Now that you have copied the api code from sendgrid account, go back to to the email services area of the CRM settings section. There you can click on “Add service” option for next steps.
1.Select Sendgrid from the dropdown menu.
2.add username as “apikey”
3.Add the email address which you wish to setup with the CRM location.
4.Paste the API Key copied from the sendgrid account.
5.Save the settings.
This is how your screen will look like after you have succesfully connected your sendgrid account with your CRM. Remember to select Sendgrid as a default provider.
