SendGrid Account Setup Guide

Overview

This document provides step-by-step instructions for setting up a new SendGrid account, including generating an API key, configuring DNS settings, setting up alerts, configuring webhooks, CRM configuration and other essential configurations. Links to official documentation are provided for further reference.

1. Account Creation

2. API Key Generation

  • Navigate to Settings > API Keys in the left-hand menu.

  • Click Create API Key.

  • Provide a name for the API key (e.g., App Integration Key).

  • Set the appropriate permissions: Full Access.

  • Click Create & View to generate the API key.

  • Copy and save the API key securely, as it will not be shown again.

3. DNS Configuration

4. Alert Configuration

5. Webhook Configuration

6. Additional Configuration

8. Testing

9. Ongoing Maintenance

Setting Up API Key in Sangam CRM

Once the SendGrid setup is complete, integrate the API key into Sangam CRM to enable email functionality.

Steps to Integrate API Key in Sangam CRM

  1. Log in to your Sangam CRM admin panel.

  2. Navigate to Admin > Email.

  3. Select SendGrid as your email provider.

  4. Paste the previously generated API Key into the provided field.

  5. Configure additional options, such as:

    • From Name, From email address.

    • Allow Domains of your email (eg. @enjayworld.com).

    • Reply-to email address (optional).

  6. Test the configuration:

    • Send a test email from Sangam CRM to verify the integration.

    • Ensure the email is successfully delivered.

Save Changes

  1. Once all fields are configured, click Save Settings in Sangam CRM.

  2. Conduct a final test to ensure smooth functionality.

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