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Connect Salesforce to SendGrid
Technical Integration Guide & Cost Analysis
Integration Status
Salesforce offers a native integration with SendGrid. For most standard use cases (basic contact sync, simple order transfer), this built-in connection is sufficient and free.
Data Flow Architecture
Salesforce SendGrid Integration Overview
Connect Salesforce to SendGrid for seamless transactional email automation and data synchronization. Eliminate manual entry and boost sales performance with our native integration.
Primary Use Case
Automate transactional email campaigns from Salesforce to SendGrid for timely and personalized customer communications.
medium
20 minutes
Frequently Asked Questions
How do I connect Salesforce to SendGrid? ▼
There's no native integration. To connect them, you will need a middleware tool like Make or n8n.
Is the connection between Salesforce and SendGrid secure? ▼
Yes. This integration typically uses OAuth 2.0, meaning you grant permission via a secure login window. You do not need to share your raw password, and you can revoke access at any time from your Salesforce security settings.
Is the sync one-way or two-way? ▼
This is typically a one-way sync: Salesforce → SendGrid. Changes in SendGrid do not sync back to Salesforce.
Will existing data in Salesforce sync to SendGrid? ▼
Usually, no. Most native integrations are "forward-looking," meaning they only sync data created or updated *after* you activate the connection. To move historical data, you will likely need to perform a one-time CSV export/import manually.
Can I sync custom fields? ▼
Native integration is limited to standard fields. For custom field mapping, use an automation tool.
Can I add approval steps before syncing? ▼
Native integrations can't do this. For workflows that need human review (e.g., "Manager must approve before creating invoice"), use Relay.app.