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CRM / Business productivity · Two-way sync platform

HubSpot and SendGrid integration

Bring supported SendGrid data into HubSpot for your team's workflows and reporting. This connector supports updates from SendGrid to HubSpot.

  • Field mappings and sync direction under your control
  • Inspect and resolve record errors in one dashboard
Source-to-destination updates for supported objects
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Example workflow

Contact sync test

Object-specific availability and field permissions determine this mapping. Use the restrictions shown for each record type.

Starting eventA change involving HubSpot Contact or SendGrid Contacts needs a defined result in the other system.

  1. Start with HubSpot Contact and SendGrid Contacts. Use the record-matching and field-ownership rules from your mapping worksheet.

  2. Resolve the organization relationship and any owner or consent references required by the destination.

  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

What to verifyTest an email change, two records sharing an email, and a person associated with multiple organizations.

Review records and field ownership

Mapping essentials

Records and field ownership

Match records by stable IDs and assign an owner for each field. The record notes identify the coverage to check.

Download the mapping worksheet

CSV · No email required

Example record relationships between HubSpot and SendGrid
HubSpot recordSendGrid recordRecord matchingField ownership
ContactDocumented record: SupportedRecord matchingContactsDocumented record: Read: Supported. Write: Not available (read-only connector).Use a stable person/contact ID and an explicit cross-system lookup. Email can change and can be shared, so treat it as a matching clue rather than a universal key.Keep consent and communication preferences under an agreed authority; a general contact update must not silently resubscribe someone.

Use writable fields from the connected accounts. Read values from read-only fields without writing changes back to them, and define deletion handling separately.

Why teams connect HubSpot and SendGrid

Put your HubSpot and SendGrid data to work

Start with the work your team needs to complete: keep records up to date, make operational data available for reporting, or move data to a new system. Choose one HubSpot and SendGrid workflow to test, define what success looks like, and decide who handles failed updates.

  • Push product signup and usage events into HubSpot contact properties to drive lifecycle marketing segmentation.

  • Write warehouse-computed lead and account scores back to HubSpot properties on a schedule or in near real time.

  • Sync CRM contacts and their custom fields into SendGrid lists so campaign targeting reflects live sales data

  • Write bounces, spam reports, and unsubscribes back to the CRM to keep email opt-in status accurate everywhere

What records can you sync?

Start with the records your workflow needs. Check each system’s read and write requirements before mapping fields.

HubSpot

Read and write support varies by record

Record types covered in the setup guide

Record typesCoverage and requirements
  • Contact
  • Company
  • Deal
  • Line Item
  • Product
  • Ticket
  • Quote
  • Goal
  • Owner
  • Pipeline
  • Stages
  • Audit
  • Subscriptions
  • HubDB
  • Forms
  • Calls
  • Communications
  • Emails
  • Meetings
  • Notes
  • Post Mail
  • Tasks
  • Marketing Emails
  • Invoices
  • Attachments
  • Custom objects (all)
  • Associations
  • Users
  • Services
  • Listings
  • Courses
  • Appointments
  • Commerce Payments
  • Email Events
  • Property History
✅ Supported. Confirm field permissions and sync direction.
  • Campaigns
🕘 Coming soon. Confirm field permissions and sync direction.
  • Feedback Submissions
❌ Not supported. Confirm field permissions and sync direction.

Read the HubSpot connector guide

SendGrid

Read-only connector

Record types covered in the setup guide

Record typesCoverage and requirements
  • Email Activity
  • Contacts
  • List
  • Segments
  • Categories
  • Senders
  • Single Sends
  • Unsubscribe Groups
Reading: ✅ Supported. Updating this object: Not available (read-only connector).

Read the SendGrid connector guide

Connection essentials

Review how each system connects, detects changes, and permits access to your records.

View setup requirements and limits
Connection requirementHubSpotSendGrid
Integration interfaceREST API (CRM v3)REST API (v3)
AuthenticationOAuthAPI key
Change detectionRecord updates and association changes need separate validation.The saved Stacksync guide does not specify the change-detection mechanism.
Read accessAvailable for supported recordsAvailable for supported records
Write accessAvailable for supported recordsNot supported by this connector

Enterprise controls

Security and control for your integrations

Explore security controls

Compliance and data transfers

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
  • HIPAA BAA
  • GDPR
  • CCPA
  • DPF US-EU-UK-CH

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

Record-level recovery

Inspect sync errors and use retry and revert controls to resolve failed updates.

Read the recovery guide

Implementation

Technical reference

Review setup, record relationships, testing, and recovery for your implementation.

Authentication, permissions and API limits

Connection requirements and limits

HubSpot
Integration interface
REST API (CRM v3)
Authentication
OAuth (choose HubSpot account and authorize Stacksync); requires a HubSpot 'Super Admin' to grant access; optional "Grant access to sensitive fields" checkbox for sensitive/highly sensitive fields
Change detection
Record updates and association changes need separate validation. Association detection uses full scans unless Associations CDC Boost is configured for an eligible account.
Read access
Available for supported records
Write access
Available for supported records
Setup requirements
  • Have a HubSpot Super Admin authorize Stacksync through the account connection flow.
  • Include association tables when relationships between records are needed. Configure Associations CDC Boost separately when eligible.
Limitations to check
  • Custom objects require an eligible HubSpot plan. Custom id properties that collide with native record IDs are excluded from sync.
  • Associations CDC Boost requires setup and is unavailable on Free and Starter accounts; association timing can differ from ordinary records.
Technical documentation

Documentation reviewed 2026-09-15. Check the linked guides for current account and record requirements.

HubSpot setup guide
SendGrid
Integration interface
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
The saved Stacksync guide does not specify the change-detection mechanism. Confirm it for the selected objects.
Read access
Available for supported records
Write access
Not supported by this connector
Setup requirements
  • Create a SendGrid API key with the access levels needed for the selected resources.
  • Confirm the Email Activity subscription and retention requirements if that resource is needed.
Limitations to check
  • The Stacksync connector is documented as read-only. It does not write changes back to SendGrid.
Technical documentation

Documentation reviewed 2026-09-15. Check the linked guides for current account and record requirements.

SendGrid setup guide

Prepare HubSpot and SendGrid access

Set up both accounts before testing the mapping. Use test records where available, and identify the account administrator who can approve access and help resolve setup errors.

HubSpot setup checklist
  • Have a HubSpot Super Admin authorize Stacksync through the account connection flow.
  • Include association tables when relationships between records are needed. Configure Associations CDC Boost separately when eligible.

Setup guides: Authorize HubSpot

SendGrid setup checklist
  • Create a SendGrid API key with the access levels needed for the selected resources.
  • Confirm the Email Activity subscription and retention requirements if that resource is needed.

Setup guides: Authorize SendGrid

Prepare to go live

Record the fields each system can update, the first-load cutoff, both record IDs, the expected update delay, and who handles errors. Complete the tests before production before expanding to more records.

Use the HubSpot and SendGrid planning worksheet to capture these decisions. Record the access owner in the worksheet and enter credentials only in the connection setup.

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Record identity and field ownership

Keep each record tied to its source ID. Use the references below to choose field owners and preserve relationships between records.

Download the mapping worksheet · CSV, no email required

Record matching

Contact / Contacts

Compare whether HubSpot Contact and SendGrid Contacts describe the same contact in your business.

Object-specific availability and field permissions determine this mapping. Use the restrictions shown for each record type.

HubSpot
Documented record · ✅ Supported
SendGrid
Documented record · Read: ✅ Supported. Write: Not available (read-only connector).
Record identity
Use a stable person/contact ID and an explicit cross-system lookup. Email can change and can be shared, so treat it as a matching clue rather than a universal key.
Field ownership
Keep consent and communication preferences under an agreed authority; a general contact update must not silently resubscribe someone.

Fields to include

  • Source person ID
  • Display name
  • Email address
  • Organization reference
  • Consent state
Record dependencies
Resolve the organization relationship and any owner or consent references required by the destination.
Validation
Test an email change, two records sharing an email, and a person associated with multiple organizations.
Recovery
Hold ambiguous matches for review and reconcile the person ID before retrying; preserve the consent decision already recorded by its owner.

References: HubSpot: Contact documentationSendGrid: Contacts documentation

Compare integration approaches

Use HubSpot Contact and SendGrid Contacts for the first pilot. Verify its identity and permitted direction, then add dependent records only when the acceptance checks pass.

Stacksync managed sync

Best fit
Source-to-destination updates for supported objects. Choose the records, writable fields, and permissions for your workflow.
Operating responsibility
Fits ongoing record synchronization when the required operations are supported. Add workflow steps for approvals or business actions that go beyond copying fields.
Before you choose
Check record matching: Use a stable person/contact ID and an explicit cross-system lookup. Email can change and can be shared, so treat it as a matching clue rather than a universal key. Verify field coverage, deletion handling, and how changes are detected.

Native vendor integration

Best fit
A vendor-built integration may fit if it supports your HubSpot and SendGrid record types.
Operating responsibility
Can reduce setup for a supported workflow. You may need another method for records or business steps it does not cover.
Before you choose
First check whether either vendor offers this integration. If available, verify Contact / Contacts, update direction, account tier, and related-record handling.

Custom API or workflow

Best fit
Consider when HubSpot and SendGrid need a transformation, approval, or action outside a direct record sync.
Operating responsibility
Provides control over business steps; the team owns credentials, version changes, error queues, and reconciliation.
Before you choose
Verify endpoint permissions, pagination, quotas, duplicate detection, and failure recovery. Separate reading history from actions that send messages, grant access, or post transactions.

File or scheduled snapshot

Best fit
Consider for a one-time HubSpot / SendGrid migration or a reporting need with an explicit freshness window.
Operating responsibility
Can simplify a bounded transfer; later changes and deletion history require another extraction or a separately designed incremental process.
Before you choose
Record the extraction cutoff, source IDs, encoding, date/number formats, and reconciliation totals.

Workflow scenarios and expected results

Contact sync test

Object-specific availability and field permissions determine this mapping. Use the restrictions shown for each record type.

Starting event: A change to the selected Contact or Contacts record needs a defined result in the other system.

  1. Start with HubSpot Contact and SendGrid Contacts. Use the record-matching and field-ownership rules from your mapping worksheet.
  2. Resolve the organization relationship and any owner or consent references required by the destination.
  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Test an email change, two records sharing an email, and a person associated with multiple organizations.

If it fails: Hold ambiguous matches for review and reconcile the person ID before retrying; preserve the consent decision already recorded by its owner.

Link communication history with HubSpot context

Validate the selected objects and operations even where connector-level direction is documented.

Starting event: A communication in SendGrid needs an association with Contact or Company in HubSpot.

  1. Select the communication records from Contacts and preserve message/call and thread IDs.
  2. Resolve the participant-to-business-record relationship explicitly; phone number or display name alone may be ambiguous.
  3. Keep history replication separate from sending a message, placing a call, or changing consent. Confirm a separate authorized operation for any action.

Expected result: Repeated delivery updates the same history record; a private conversation stays private; a history replay sends no new message.

If it fails: Check source delivery state and the destination relationship before retrying. Do not resend to repair an analytical or history discrepancy.

Initial load and acceptance testing

Keep both record IDs with the expected and actual result. Reconcile the same filters and time window in each system.

Contact / Contacts

Test case

Test an email change, two records sharing an email, and a person associated with multiple organizations.

Expected result

The expected contact relationship is preserved with no duplicate action or unintended write.

Direction and permissions

Test case

Verify read access in SendGrid and write access in HubSpot. Test the permitted route without relying on a return sync.

Expected result

Only an approved, supported direction and permitted fields are written.

Freshness and reconciliation

Test case

Measure source and destination times for the selected records under normal load and a burst. Reconcile IDs and values using the same filters and cutoff.

Expected result

The process meets its agreed freshness target and reconciliation has no unexplained differences.

Failed updates, retries and recovery

Start with the failed record and the destination error, then inspect the source value, field requirements, and access.

Rejected or repeated contact change

Investigate

Inspect HubSpot Contact and SendGrid Contacts, their IDs, and the destination error.

Next action

Hold ambiguous matches for review and reconcile the person ID before retrying; preserve the consent decision already recorded by its owner.

A record type or update is unavailable

Investigate

Check the HubSpot and SendGrid connector guides, account permissions, and any operations marked On Request.

Next action

Ask the integration team to confirm a supported way to handle that record. Verify whether it needs connector configuration or a separate workflow step.

Source and destination disagree after a retry

Investigate

Compare current source values, destination validation, identity mappings, and any side effects already completed.

Next action

Stacksync issue retry reads the current source state. Decide the intended state before retrying or reverting; reconcile downstream effects separately.

Read the Stacksync issues dashboard guide for retry and revert behavior.

Change detection and update delivery

How updates move between HubSpot and SendGrid

See how each system detects changes and which updates the other system can receive. Each direction has its own permissions and record requirements.

HubSpot SendGrid Direction not supported

Detect changesThis route requires read access from HubSpot and write access to SendGrid; the documented connector restrictions do not permit it.

Apply updatesUse a supported direction or review a separate integration method for this requirement.

SendGrid HubSpot Timing depends on the connected systems

Detect changesThe saved Stacksync guide does not specify the change-detection mechanism. Confirm it for the selected objects.

Apply updatesSelected writable fields update in HubSpot. Its permissions and validation rules still apply; rejected records can be inspected in the Issues dashboard.

Update timing and record limits
  • Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
  • Associations CDC Boost requires setup and is unavailable on Free and Starter accounts; association timing can differ from ordinary records.
FAQ

HubSpot and SendGrid integration FAQ

Next step

See your workflow in Stacksync

Walk through your HubSpot and SendGrid records, field mappings, and requirements with an integration engineer.