Real-time
Two-way sync
Changes in Salesmate or SendGrid instantly reflect in both systems. No stale data, no manual imports.
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.
- SOC 2 and 6 other compliance frameworks
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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
- 01 Reconcile transactional email activity with support tickets so agents see what a customer was sent
- 02 Sync CRM contacts and their custom fields into SendGrid lists so campaign targeting reflects live sales data
- 03 Sync Salesmate contacts and deals into a Postgres database or warehouse so SMB teams can report outside the CRM.
- 04 Keep contact segments aligned bi-directionally with an email marketing platform.
Common sync patterns
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 | How this pairing syncs | |
|---|---|---|---|
| Contacts Person records synced with marketing tools and enrichment databases. | Contacts Marketing recipients upserted from CRM or database records, including custom field values. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping. | |
| Products Catalog items attached to deals, typically sourced from an ERP or billing system. | Single Sends One-off marketing campaigns whose stats are read back for reporting. | Products is specific to Salesmate and Single Sends to SendGrid — each maps to any object or custom field on the other side. | |
| Notes Free-text records synced for context in support or success tools. | Unsubscribe Groups Synced with incremental and full sync per the Stacksync docs. | Notes is specific to Salesmate and Unsubscribe Groups to SendGrid — each maps to any object or custom field on the other side. | |
| Users Team member records used for ownership mapping. | Email Activity Synced with incremental and full sync per the Stacksync docs. | Users is specific to Salesmate and Email Activity to SendGrid — each maps to any object or custom field on the other side. | |
| Companies Organization records linked to contacts and deals. | List Synced with incremental and full sync per the Stacksync docs. | Companies is specific to Salesmate and List to SendGrid — each maps to any object or custom field on the other side. | |
| Deals Pipeline opportunities with stage and value, synced out for revenue reporting. | Segments Query-based contact groups whose membership SendGrid computes from contact fields. | Deals is specific to Salesmate and Segments to SendGrid — each maps to any object or custom field on the other side. |
How changes propagate between Salesmate and SendGrid
Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.
Salesmate SendGrid Sub-second propagation
DetectionSalesmate notifies Stacksync of record changes through webhook events. Webhook triggers via the platform's automation features, with scheduled polling on modified timestamps as fallback.
DeliveryEach detected change is written to SendGrid through its API, with automatic retries and rate-limit backoff.
SendGrid Salesmate Sub-second propagation
DetectionSendGrid notifies Stacksync of record changes through webhook events. Event Webhook posts delivery and engagement events (processed, delivered, open, click, bounce, spam report) to an HTTP endpoint.
DeliveryEach detected change is written to Salesmate through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Salesmate: Subject to the platform's API rate limits.
- SendGrid: Subject to the platform's API rate limits; contact upserts are batched, asynchronous jobs rather than per-row writes.
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.
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
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.
- 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.
Salesmate
connected
SendGrid
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 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.
objects · Salesmate ⇄ SendGridCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Salesmate SendGridCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Salesmate and SendGrid integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Salesmate and SendGrid: authenticate both systems, choose the objects to sync (such as Salesmate's Contacts and Products), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Salesmate: REST API. Authentication: Access token (API key) sent as a request header. SendGrid: 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"). Stacksync manages authentication, retries, and rate limits on both sides.
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SendGrid: Email Activity access requires an add-on subscription in SendGrid; without it the Email Activity API is not available. Salesmate: Salesmate organizes CRM data into Contacts, Companies, Deals, and Activities modules, each supporting custom fields that syncs can read and write. Stacksync's field mapping accounts for these differences between Salesmate and SendGrid without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Salesmate and SendGrid records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Salesmate and SendGrid connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Salesmate–SendGrid integration in-house.
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Yes — Stacksync ships production-grade connectors for both Salesmate and SendGrid. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
SECURITY
Security teams trust 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 213 integrations available for Salesmate and SendGrid.
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