This help article provides a guide for integrating SendGrid as your SMTP provider within the Actionera platform. It details the necessary configurations and settings to enable seamless email delivery through SendGrid. The article covers the technical steps required to properly configure SendGrid, ensuring optimal performance and reliability of your email communications. For any advanced troubleshooting or specific queries, please refer to the detailed instructions provided within the article.
TABLE OF CONTENTS
- Step 1. Sign up for SendGrid
- Step 2. Go to Location Settings in your sub-account
- Step 3. Get your SendGrip API
- Type an API Key Name
- Copy the highlighted API Key Created
- Step 4. Add your API key to HighLevel
- Step 5. Setup 2FA with SendGrid
- Step 6: Verify SendGrid email account as a single sender
- Step 7: Integrate again by clicking Save again in Actionera:
- Frequently Asked Questions
- Related Articles
Step 1. Sign up for SendGrid
https://signup.sendgrid.com/
Step 2. Go to Location Settings in your sub-account
Click on Email Services > Add Service > Select Sendgrid from the dropdown
If you want to integrate Sendgrid for all locations, you can set this up in the agency view:
https://app.gohighlevel.com/settings/email_services
Step 3. Get your SendGrid API
Click on Settings > API keys > create API Key
Type an API Key Name
Make sure API Key Permissions is Full Access
Click Create & View
Copy the highlighted API Key Created
Step 4. Add your API key to Actionera
Username: apikey
Email: Your Sendgrid Login Email
Password: Paste the highlighted copied API Key here
Click Save
Step 5. Setup 2FA with SendGrid
Step 6: Verify SendGrid email account as a single sender
Create a sender here with your Sendgrid Login Email
Step 7: Integrate again by clicking Save again in Actionera:
Now you will see SendGrid as your SMTP Provider in Actionera
If you are getting an error when you send a test email in the Conversation
click the ⚠️(red triangle) icon to view more details about the error in the conversation
550 The from address does not match a verified Sender Identity. Mail cannot be sent until this error is resolved. Visit https://sendgrid.com/docs/for-developers/sending-email/sender-identity/ to see the Sender Identity requirements
When you mask the sender email, make sure the sender email matches with the SMTP integrated email, or make sure th sender email is verified with Sendgrid:
https://docs.sendgrid.com/ui/sending-email/senders