Send invoice emails, notification alerts, and marketing campaigns through SendGrid and track delivery, opens, and clicks on the CRM contact timeline.
What you get
- Transactional email delivery for invoices and notifications
- Email delivery, open, and click tracking in CRM
- Custom sender domains and email authentication
- Marketing email campaigns from CRM segments
- Bounce and unsubscribe management synced to CRM
Setup guide
How to get SendGrid working with SkedX CRM.
- Create or sign in to your SendGrid account
- Generate a SendGrid API key with mail send permissions
- Navigate to Settings > Integrations > SendGrid in SkedX CRM
- Enter your SendGrid API key
- Configure sender identity and default templates
- Start sending emails through SendGrid
Questions
How do I connect SendGrid with SkedX?
Connecting SendGrid to SkedX CRM takes 6 steps: Create or sign in to your SendGrid account; Generate a SendGrid API key with mail send permissions; Navigate to Settings > Integrations > SendGrid in SkedX CRM; Enter your SendGrid API key; Configure sender identity and default templates; Start sending emails through SendGrid. No developer setup is required — you can complete it from your SkedX dashboard.
What can I do with the SendGrid integration?
With the SendGrid integration you can: Transactional email delivery for invoices and notifications; Email delivery, open, and click tracking in CRM; Custom sender domains and email authentication. Everything stays in sync with SkedX CRM.
Is the SendGrid integration available now?
Yes — the SendGrid integration is available now as part of SkedX CRM, in the Communication category.
