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CRM ⇄ Business productivity

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

Keep Infor 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 Infor CRM and SendGrid

Sync what happens in SendGrid with the customer records in Infor 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 Unsubscribe Groups, Email Activity, Contacts, List in SendGrid to Contacts, Leads, Opportunities, Tickets in Infor CRM with bi-directional, real-time sync. Activity and record changes in SendGrid update the matching contact or account in Infor CRM, and CRM data flows the other way wherever SendGrid can store and use it.

Common use cases

  • Keep product-usage attributes from an operational database updated on SendGrid contacts to drive lifecycle segments
  • Reconcile transactional email activity with support tickets so agents see what a customer was sent
  • Keep Infor CRM aligned with an Infor ERP customer master so sales and finance share one account record.
  • Sync opportunities and activities into a warehouse for pipeline and engagement reporting.

Where SendGrid supplies contact or company data

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

Where SendGrid processes payments

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

Where SendGrid can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Infor CRM sync into SendGrid, so people working there have the context without switching tools.

What you can sync between Infor 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.

Infor CRM objects SendGrid objects
Tickets Service records synced with helpdesk and field service systems. Single Sends One-off marketing campaigns whose stats are read back for reporting.
Activities Calls, meetings, and tasks synced for engagement reporting. Unsubscribe Groups Synced with incremental and full sync per the Stacksync docs.
Campaigns Marketing containers linked to leads and opportunities. Email Activity Synced with incremental and full sync per the Stacksync docs.
Custom entities Deployment-specific objects added through the customizable entity model. Contacts Marketing recipients upserted from CRM or database records, including custom field values.
Accounts Company records matched against ERP customer masters in syncs. List Synced with incremental and full sync per the Stacksync docs.
Contacts Person records synced with marketing and support tools. Segments Query-based contact groups whose membership SendGrid computes from contact fields.
What ships with Infor CRM ⇄ SendGrid

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Infor 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 Infor CRM or SendGrid record.

Observability

Monitoring

Track your Infor 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 Infor CRM and SendGrid.

How the Infor CRM and SendGrid connectors work

Infor CRM

Integration surface
REST-style SData API over the CRM entity model
Authentication
User credentials; Infor OS-managed authentication in cloud deployments
Change detection
Polling on modified timestamps; no log-based CDC on the API surface
Capabilities
read · write
Rate limits
Subject to the deployment's configured API limits, which differ between on-premises and cloud installs.

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

    Choose tables

    Pick the Infor 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 · Infor 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
    Infor CRM SendGrid
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Infor 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.

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:

Related integrations

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

Popular · 8 of 386
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