Real-time
Two-way sync
Changes in Creatio CRM or SendGrid instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Creatio CRM to SendGrid integration — real-time, two-way sync
Keep Creatio CRM and SendGrid in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
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Why teams connect Creatio CRM and SendGrid
Sync what happens in SendGrid with the customer records in Creatio CRM, in real time and in both directions.
The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever SendGrid holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.
Stacksync connects Email Activity, Contacts, List, Segments in SendGrid to Cases, Orders, Products, Custom sections (objects) in Creatio CRM with bi-directional, real-time sync. Activity and record changes in SendGrid update the matching contact or account in Creatio CRM, and CRM data flows the other way wherever SendGrid can store and use it.
Common use cases
- 01 Reconcile transactional email activity with support tickets so agents see what a customer was sent
- 02 Sync CRM contacts and their custom fields into SendGrid lists so campaign targeting reflects live sales data
- 03 Mirror custom no-code objects into Postgres so internal applications can query them without OData calls.
- 04 Keep Creatio cases aligned with a dedicated support desk tool for teams that split service across systems.
Common sync patterns
Where SendGrid handles support or shared inboxes
Tickets and conversations attach to the right contact and account in Creatio CRM, so sales sees open issues before the next call.
Where SendGrid runs outreach
Prospects, sends, and replies sync into Creatio CRM, keeping lead status current without manual imports.
Where SendGrid supplies contact or company data
Enriched fields land directly on records in Creatio CRM, and refreshes keep them from going stale.
What you can sync between Creatio CRM and SendGrid
Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.
| Creatio CRM objects | SendGrid objects | How this pairing syncs | |
|---|---|---|---|
| Contacts Person records linked to accounts, activities, and cases. | Contacts Marketing recipients upserted from CRM or database records, including custom field values. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping. | |
| Accounts Company records at the center of Creatio's CRM model; commonly synced with ERP customer masters. | Categories Synced with incremental and full sync per the Stacksync docs. | Accounts is specific to Creatio CRM and Categories to SendGrid — each maps to any object or custom field on the other side. | |
| Leads Inbound interest records qualified into opportunities; synced for funnel reporting. | Senders Synced with incremental and full sync per the Stacksync docs. | Leads is specific to Creatio CRM and Senders to SendGrid — each maps to any object or custom field on the other side. | |
| Opportunities Deal records with stages and amounts used in revenue syncs. | Single Sends One-off marketing campaigns whose stats are read back for reporting. | Opportunities is specific to Creatio CRM and Single Sends to SendGrid — each maps to any object or custom field on the other side. | |
| Activities Tasks, calls, and meetings tied to records for engagement tracking. | Unsubscribe Groups Synced with incremental and full sync per the Stacksync docs. | Activities is specific to Creatio CRM and Unsubscribe Groups to SendGrid — each maps to any object or custom field on the other side. | |
| Cases Service requests handled in Creatio's service workflows; syncable to help desk tools. | Email Activity Synced with incremental and full sync per the Stacksync docs. | Cases is specific to Creatio CRM and Email Activity to SendGrid — each maps to any object or custom field on the other side. |
How changes propagate between Creatio CRM and SendGrid
Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.
Creatio CRM SendGrid Interval-based propagation
DetectionStacksync polls Creatio CRM for changes on an incremental schedule, reading only records changed since the previous pass. Polling on ModifiedOn system columns.
DeliveryEach detected change is written to SendGrid through its API, with automatic retries and rate-limit backoff.
SendGrid Creatio CRM Sub-second propagation
DetectionSendGrid notifies Stacksync of record changes through webhook events. Event Webhook posts delivery and engagement events (processed, delivered, open, click, bounce, spam report) to an HTTP endpoint.
DeliveryEach detected change is written to Creatio CRM through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Creatio CRM: Subject to the platform's API rate limits.
- SendGrid: Subject to the platform's API rate limits; contact upserts are batched, asynchronous jobs rather than per-row writes.
What ships with Creatio CRM ⇄ SendGrid
Connect Creatio CRM and SendGrid for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Creatio CRM–SendGrid connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Creatio CRM or SendGrid data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
At scale
Event queues
Handle millions of events per minute without losing a single Creatio CRM or SendGrid record.
Observability
Monitoring
Track your Creatio CRM ⇄ SendGrid sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Creatio CRM and SendGrid.
How the Creatio CRM and SendGrid connectors work
Creatio CRM
- Integration surface
- OData REST API plus a proprietary DataService API
- Authentication
- OAuth 2.0 or cookie-based session authentication
- Change detection
- Polling on ModifiedOn system columns; outbound notifications require configuring business processes
- Capabilities
- read · write
- Rate limits
- Subject to the platform's API rate limits
SendGrid
- Integration surface
- REST API (v3)
- Authentication
- API key (create in SendGrid Settings > API Keys with Custom Access / Full Access for the objects to sync; key begins with "SG")
- Change detection
- Event Webhook posts delivery and engagement events (processed, delivered, open, click, bounce, spam report) to an HTTP endpoint; contact and list changes are detected by polling
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's API rate limits; contact upserts are batched, asynchronous jobs rather than per-row writes
How it works
How to connect Creatio CRM to SendGrid — three steps, no code
Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.
- 01
Connect your apps
Authenticate Creatio CRM and SendGrid with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Creatio CRM
connected
SendGrid
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Creatio CRM and SendGrid objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.
objects · Creatio CRM ⇄ SendGridCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Creatio CRM SendGridCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Creatio CRM and SendGrid integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Creatio CRM and SendGrid: authenticate both systems, choose the objects to sync (such as Creatio CRM's Contacts and Accounts), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Change detection on Creatio CRM: Polling on ModifiedOn system columns; outbound notifications require configuring business processes. On SendGrid: Event Webhook posts delivery and engagement events (processed, delivered, open, click, bounce, spam report) to an HTTP endpoint; contact and list changes are detected by polling. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the SendGrid side: Email Activity, Contacts, List, Segments, plus custom fields where SendGrid exposes them. On the Creatio CRM side: Cases, Orders, Products, Custom sections (objects). Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for Creatio CRM and SendGrid: Where SendGrid handles support or shared inboxes; Where SendGrid runs outreach; Where SendGrid supplies contact or company data. Tickets and conversations attach to the right contact and account in Creatio CRM, so sales sees open issues before the next call.
-
Creatio CRM: OData REST API plus a proprietary DataService API. Authentication: OAuth 2.0 or cookie-based session authentication. SendGrid: REST API (v3). Authentication: API key (create in SendGrid Settings > API Keys with Custom Access / Full Access for the objects to sync; key begins with "SG"). Stacksync manages authentication, retries, and rate limits on both sides.
SECURITY
Security teams trust Stacksync
As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.
SOC 2 Type II
ISO 27001
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GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS
SSO & SCIM
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Alerts
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Secure connection options
Securely connects to your systems with:
Related integrations
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