Set up SendGrid Integration

Before you begin, you will need the following:

  • SendGrid Account

  • CrossEngage Account

  • User data (including an email address)

Creating a New API Key

A SendGrid API key allows CrossEngage to connect to your SendGrid account. To create the API key:

  • Log in to your SendGrid account.

  • Unfold Settings in the left panel menu and click on the API Keys section.

  • In the top right corner of the page, click Create API Key.

  • To make the API Key easily identifiable, name it descriptively in the "API Key Name" field.

  • Set the highest possible access which is "Full access".

  • Click Create & View.

  • If you wish to integrate Sendgrid without allowing Full Access, the following permissions must be enabled:

    • Read access to IP Management

    • Read access to Template Engine

    • Full access to Mail Send

  • Copy the API key, by clicking on the API key line and then click Done. The API key will be used later for the integration.

The SendGrid API key will only be shown to you during the set-up process. You should copy and paste it into a safe place for future reference.

Configuring a SendGrid Integration in CrossEngage

  • In the CrossEngage app, navigate to Settings > Integrations.

  • Click the Add new integration button in the top right corner of the page.

  • Search for SendGrid, then click Set up. An integration set-up form will open.

  • Enter a clear, descriptive name for your integration in the "Account name" field.

  • Paste the API Key that you copied from your SendGrid account during the previous steps into the "API key" field.

  • Click Connect and then Save to save your integration.

SendGrid will assign a default IP Pool to your account if you do not choose one.

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