SendGrid
From Planfix
To enable the integration with the email newsletter service SendGrid, go to
Account Management / Integrations /Email marketing:
- In the list that appears, click the activation box in the SendGrid block:
- Open SendGrid in a new tab and log in with your account. In the menu, open Settings / API Keys and click Create API Key:
- In the panel that appears, give a name to the key and click Create &View:
- Copy the generated key:
- Go to the SendGrid integration page in Planfix and paste it into the corresponding field:
Save the changes. After that, there will be an option in each contact filter to automatically export selected contacts to SendGrid (see help).