Let's set up an integration with SendGrid
Release: Hazel and above
Permissions: Only Administrators can create Integrations, Workflows and App Actions
SendGrid Set-Up
First you'll need to create or access your SendGrid account. From the sidebar menu navigate to Settings > API Keys > Create API Key
From here, name your API Key and choose your permissions. Click 'Create & View' when ready, your key will auto-generate. Copy your key and save if needed - you cannot retrieve this key once you navigate away from this page. (You can restart the process if you need a new key.)
Now from the sidebar menu, navigate to Settings > Sender Authentication
There are two options to integrate with FreeAgent
- Domain Authentication: this option requires access to your DNS host. For example, when you authenticate the domain ‘freeagentsoftware.com’ every email address with ‘freeagentsoftware.com’ as the domain e.g. sender@freeagentsoftware.com will be automatically verified. Click on 'Get Started' and follow SendGrid’s guide for Domain Authentication.
- Single Sender Authentication
SendGrid Email Tracking + Analytics Setup
In SendGrid, navigate to Settings > Tracking, and make sure that ‘Open Tracking’ and ‘Click Tracking’ are enabled.
Then navigate to Settings > Mail Settings
Click on the edit Icon for 'Event Webhook' and a modal will appear
For Authentication Method, select ‘None’
For HTTP Post URL:
- In FA, navigate to Admin Settings->Integrations->Webhooks.
- Find your tenant’s SendGrid tracking Webhook (this will be added automatically via a migration for each tenant) called ‘SendGrid Tracking Webhook’ and copy the URL
For Events to be POSTed to your URL, select: Bounced, Delivered, Opened, Clicked. For now, we only support those events within FA.
Hit 'SAVE' - That is it for setting up SendGrid analytics/tracking
FreeAgent Setup
Navigate to Admin Settings > Integrations > SendGrid
Check the box for enabling SendGrid and enter your SendGrid API Key that you get during SendGrid Setup. Hit 'Save'.
Once SendGrid is enabled, a ‘Bulk Email via SendGrid’ app action will be activated in the contacts app. Simply select multiple contacts and the button will be activated.
If the App action is visible but is disabled even if you selected contacts, make sure you have paired your email in FA. Now you are ready to send emails via SendGrid in FA.
Now we now have a field ‘Sent via SendGrid’
