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CRM ⇄ Business productivity

Folk CRM to SendGrid integration — real-time, two-way sync

Keep Folk 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.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Folk CRM and SendGrid

Sync what happens in SendGrid with the customer records in Folk 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 Senders, Single Sends, Unsubscribe Groups, Email Activity in SendGrid to Reminders, People, Companies, Groups in Folk CRM with bi-directional, real-time sync. Activity and record changes in SendGrid update the matching contact or account in Folk CRM, and CRM data flows the other way wherever SendGrid can store and use it.

Common use cases

  • Reconcile transactional email activity with support tickets so agents see what a customer was sent
  • Sync CRM contacts and their custom fields into SendGrid lists so campaign targeting reflects live sales data
  • Keep folk and a billing or customer success tool aligned on company records as deals close.
  • Sync folk people and companies with a marketing or outbound tool so outreach lists stay current.

Where SendGrid runs outreach

Prospects, sends, and replies sync into Folk CRM, keeping lead status current without manual imports.

Where SendGrid supplies contact or company data

Enriched fields land directly on records in Folk CRM, and refreshes keep them from going stale.

Where SendGrid processes payments

Charges, refunds, and subscription changes appear on the account in Folk CRM, so revenue context lives with the relationship.

What you can sync between Folk 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.

Folk CRM objects SendGrid objects
Groups Shared workspaces that organize contacts; group membership is often the field integrations act on. List Synced with incremental and full sync per the Stacksync docs.
Custom fields Group-scoped attributes that receive enriched or computed values from external systems. Segments Query-based contact groups whose membership SendGrid computes from contact fields.
Notes Free-text context attached to people and companies, readable for reporting. Categories Synced with incremental and full sync per the Stacksync docs.
Reminders Follow-up items that can be created from external triggers. Senders Synced with incremental and full sync per the Stacksync docs.
People Contact records; the primary entity synced with outreach and enrichment tools. Single Sends One-off marketing campaigns whose stats are read back for reporting.
Companies Organization records linked to people and kept aligned with billing or CS systems. Unsubscribe Groups Synced with incremental and full sync per the Stacksync docs.
What ships with Folk CRM ⇄ SendGrid

Connect Folk CRM and SendGrid for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Folk CRM–SendGrid connection.

Real-time

Two-way sync

Changes in Folk CRM or SendGrid instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Folk 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 Folk CRM or SendGrid record.

Observability

Monitoring

Track your Folk 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 Folk CRM and SendGrid.

How the Folk CRM and SendGrid connectors work

Folk CRM

Integration surface
REST API
Authentication
API key (Bearer token)
Change detection
Webhook subscriptions for record events, with polling of list endpoints as a fallback
Capabilities
read · write · webhooks
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
SendGrid setup guide
How it works

How to connect Folk 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.

  1. 01

    Connect your apps

    Authenticate Folk 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.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Folk CRM connected
    SendGrid connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Folk 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Folk CRM ⇄ SendGrid
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Folk CRM SendGrid
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Folk CRM and SendGrid integration FAQ

SECURITY

Security teams love 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.

Learn more about security
SOC 2 type II
ISO 27001
HIPAA BAA
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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Folk CRM and SendGrid.

Popular · 8 of 386
All Folk CRM integrations All SendGrid integrations Browse all integrations
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