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ERP ⇄ Business productivity

Rootstock ERP to SendGrid integration — real-time, two-way sync

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

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Why teams connect Rootstock ERP and SendGrid

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between SendGrid and Rootstock ERP.

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. SendGrid is closer to the work, and the two often need the same facts about the same people, organizations, and transactions. Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.

Stacksync syncs Single Sends, Unsubscribe Groups, Email Activity, Contacts in SendGrid with Items / Products, Bills of Material, Inventory Balances, Receipts and Shipments in Rootstock ERP bi-directionally and in real time, with field-level mapping and rules for which system wins on conflict. Changes made where the work happens reach the system of record within seconds, and the reverse.

Common use cases

  • 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
  • Sync inventory availability by site to e-commerce storefronts so promised dates reflect real stock.
  • Push confirmed sales orders to a 3PL or WMS and write shipment confirmations back to Rootstock.

Where SendGrid collects payments: transactions post through

Payment events sync into Rootstock ERP as they occur, keeping the enterprise records current without manual entry.

Where Rootstock ERP is the HR or people system of record

Worker and organization data from Rootstock ERP stays current in SendGrid, so the tools people use daily reflect the org as it actually is.

Master data corrections travel

A customer, supplier, or contact detail corrected in either system updates the other, ending duplicate maintenance.

What you can sync between Rootstock ERP 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.

Rootstock ERP objects SendGrid objects
Bills of Material Multi-level product structures read for costing and planning integrations. List Synced with incremental and full sync per the Stacksync docs.
Inventory Balances On-hand quantities by site and location, synced to storefronts and WMS. Segments Query-based contact groups whose membership SendGrid computes from contact fields.
Receipts and Shipments Inbound and outbound transactions synced to logistics and 3PL systems. Categories Synced with incremental and full sync per the Stacksync docs.
Salesforce Accounts and Contacts Shared CRM masters in the same org, so customer data needs no separate ERP sync. Senders Synced with incremental and full sync per the Stacksync docs.
Sales Orders Order headers and lines synced to fulfillment, invoicing, and reporting systems. Single Sends One-off marketing campaigns whose stats are read back for reporting.
Work Orders Manufacturing execution records synced to MES, scheduling, and analytics tools. Unsubscribe Groups Synced with incremental and full sync per the Stacksync docs.
What ships with Rootstock ERP ⇄ SendGrid

Connect Rootstock ERP and SendGrid for flexible, real-time data sync.

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Rootstock ERP 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 Rootstock ERP or SendGrid record.

Observability

Monitoring

Track your Rootstock ERP ⇄ SendGrid sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Rootstock ERP and SendGrid.

How the Rootstock ERP and SendGrid connectors work

Rootstock ERP

Integration surface
Salesforce Platform APIs (REST, SOAP, Bulk) — Rootstock data lives in Salesforce custom objects
Authentication
OAuth 2.0 (standard Salesforce connected app flows)
Change detection
Salesforce Change Data Capture on Rootstock custom objects where enabled (entity selection limits apply); SOQL polling on SystemModstamp as fallback
Capabilities
read · write · CDC
Rate limits
Consumes the Salesforce org's daily API request allocation, shared with other integrations

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 Rootstock ERP 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 Rootstock ERP 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
    Rootstock ERP connected
    SendGrid connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Rootstock ERP 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 · Rootstock ERP ⇄ 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
    Rootstock ERP SendGrid
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Rootstock ERP 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 Rootstock ERP and SendGrid.

Popular · 8 of 386
All Rootstock ERP integrations All SendGrid integrations Browse all integrations
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