SendGrid Connector for HubSpot | Quick Start
Good news, everyone!
SendGrid Connector for HubSpot is now Generally Available!
All existing and new users are placed in the Free Plan, which includes 1000 free monthly mail sends.
Learn how to change plan and manage your subscription here.
SendGrid Connector for HubSpot allows SendGrid actions to be easily integrated into HubSpot workflows.
Interested in how SendGrid Connector handles your HubSpot data?
Read the HubSpot Apps - Security Statement
Setup
Step 1: Create a SendGrid API key
Step 2: Connect SendGrid API to your HubSpot account
Required Account Access
How to send automated emails via SendGrid
In case you disconnect and re-connect your SendGrid account, you’ll need to re-configure existing workflow actions.
In a HubSpot Workflow, add SendGrid Connector’s “Send an email”.
Select one of your existing SendGrid dynamic templates (read the official SendGrid docs to learn how to use them).
Select a Sender from your existing senders in your SendGrid account. The automation will apply the selected Sender’s name, from address and reply-to address to your emails.
Please make sure to configure these properties directly from the Senders section of SendGrid settings.
Optionally, you can select an Unsubscribe Group and Categories for your email.In case your dynamic template has more versions, the Active one will be used.
Active version in SendGrid
Be sure to use the correct property internal name and standard placeholder syntax in your SendGrid dynamic template in order to trigger substitutions (e.g. {{property_internal_name}}) and that the properties you need to pass to SendGrid are allowed in the app’s settings as explained here.
Property internal names are displayed in each property settings in HubSpot under Settings → Data Management → Properties.