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CRM ⇄ Business productivity

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

Keep Salesmate 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 Salesmate and SendGrid

Sync what happens in SendGrid with the customer records in Salesmate, 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 Contacts, List, Segments, Categories in SendGrid to Pipelines and Stages, Products, Notes, Users in Salesmate with bi-directional, real-time sync. Activity and record changes in SendGrid update the matching contact or account in Salesmate, 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
  • Sync Salesmate contacts and deals into a Postgres database or warehouse so SMB teams can report outside the CRM.
  • Keep contact segments aligned bi-directionally with an email marketing platform.

Where SendGrid processes payments

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

Where SendGrid can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Salesmate 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 Salesmate, so sales sees open issues before the next call.

What you can sync between Salesmate 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.

Salesmate objects SendGrid objects
Companies Organization records linked to contacts and deals. Email Activity Synced with incremental and full sync per the Stacksync docs.
Deals Pipeline opportunities with stage and value, synced out for revenue reporting. Contacts Marketing recipients upserted from CRM or database records, including custom field values.
Activities Calls, emails, and tasks logged against records and exported for analytics. List Synced with incremental and full sync per the Stacksync docs.
Pipelines and Stages Sales process definitions read for stage mapping in syncs. Segments Query-based contact groups whose membership SendGrid computes from contact fields.
Products Catalog items attached to deals, typically sourced from an ERP or billing system. Categories Synced with incremental and full sync per the Stacksync docs.
Notes Free-text records synced for context in support or success tools. Senders Synced with incremental and full sync per the Stacksync docs.
What ships with Salesmate ⇄ SendGrid

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Salesmate 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 Salesmate or SendGrid record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Salesmate and SendGrid connectors work

Salesmate

Integration surface
REST API
Authentication
Access token (API key) sent as a request header
Change detection
Webhook triggers via the platform's automation features, with scheduled polling on modified timestamps as 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 Salesmate 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 Salesmate 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
    Salesmate connected
    SendGrid connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Salesmate 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 Salesmate and SendGrid.

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