How to Integrate HubSpot With SendGrid

Quick summary

The HubSpot SendGrid integration via MailSync lets you sync transactional email events from SendGrid directly into the HubSpot CRM timeline. This step-by-step walkthrough covers everything from installing MailSync in the HubSpot App Marketplace to fully connecting your SendGrid account and authorizing HubSpot.

Steps

1. Navigate to the App Marketplace in HubSpot by clicking the store icon in the top right.
2. Search for MailSync in the search bar and select it from the results.
3. Click the Install app button to begin the installation process.
4. Click the Try MailSync button and create a MailSync account.
5. After account setup, click the Connect SendGrid button to link your SendGrid account to MailSync.
6. Paste your SendGrid API key into the required field, or click Generate API Key to create one.
7. Follow the link to the Help Page and click through to the API generation page in SendGrid.
8. In your SendGrid account, navigate to the API keys page and click Create API Key.
9. Choose your desired access level (full or restricted) and click Create & View.
10. Copy the API key generated by SendGrid.
11. Paste the API key into MailSync and select the email event types you want logged on the HubSpot timeline.
12. Click the Configure SendGrid button to save your settings.
13. Once you see the success message, go to the Dashboard in the top right.
14. Go to Connect HubSpot and click the Connect button.
15. Choose your HubSpot account from the account selector.
16. Click the Connect app button to finalize the authorization.
17. Your SendGrid and HubSpot connection is now fully established.