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CRM ⇄ Business productivity

Salesloft to SendGrid integration — real-time, two-way sync

Keep Salesloft 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 Salesloft and SendGrid

Sync what happens in SendGrid with the customer records in Salesloft, 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 Custom Fields, People, Accounts, Cadences in Salesloft with bi-directional, real-time sync. Activity and record changes in SendGrid update the matching contact or account in Salesloft, 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
  • Reconcile ownership by syncing user assignments between the CRM and Salesloft.
  • Sync people, cadence memberships, and outcomes into a warehouse so RevOps can report on sequence performance next to pipeline data.

Where SendGrid can store CRM context: fields kept current

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

Where SendGrid handles support or shared inboxes

Tickets and conversations attach to the right contact and account in Salesloft, so sales sees open issues before the next call.

Where SendGrid runs outreach

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

What you can sync between Salesloft 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.

Salesloft objects SendGrid objects
Cadences Multi-step outreach sequences that people are enrolled in and reported on. Contacts Marketing recipients upserted from CRM or database records, including custom field values.
Cadence Memberships Enrollment records linking a person to a cadence step and status. List Synced with incremental and full sync per the Stacksync docs.
Emails Sent and received email activity with engagement metadata, synced out for analytics. Segments Query-based contact groups whose membership SendGrid computes from contact fields.
Calls Logged call activity with dispositions and recordings metadata. Categories Synced with incremental and full sync per the Stacksync docs.
Tasks Rep to-dos created and completed within cadences. Senders Synced with incremental and full sync per the Stacksync docs.
Meetings Booked meeting records tied to people and users. Single Sends One-off marketing campaigns whose stats are read back for reporting.
What ships with Salesloft ⇄ SendGrid

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Salesloft 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 Salesloft or SendGrid record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Salesloft and SendGrid connectors work

Salesloft

Integration surface
REST API (v2)
Authentication
OAuth 2.0
Change detection
Webhook event subscriptions plus polling on updated_at timestamps
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's per-minute 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 Salesloft 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 Salesloft 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
    Salesloft connected
    SendGrid connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Salesloft 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 Salesloft and SendGrid.

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