We've added a valuable additional integration option for our many customers who are using Pipeliner for more and more of their marketing activities. Customers can now sign up for a Twilio SendGrid account and use it for sending emails from Pipeliner. SendGrid is designed to allow the sending of thousands of marketing emails every month as well as protecting the sender’s reputation and preventing marketing emails from being flagged as Spam.

PRE-REQUISITES: you will need a configured SendGrid account (free or paid) as well as a Pipeliner subscription. The integration between your Pipeliner account and your SendGrid account is free to Pipeliner customers.

To make the integration work, a SendGrid account is required (free or paid). You'll need to set up the SendGrid account before you can enable the integration. Guidance is detailed in this article.

The SendGrid integration will first need to be activated for your Pipeliner space. This can only be done by one of your Pipeliner Admins.

Using the “App Switcher” in the top left corner, choose “Administration”. Then, within the Admin Module, click on the "Automation Hub" menu.

Find the “SendGrid” integration and click on "Add" ⤵

From the Settings tab, click on Company Emails and then Add Email Account to add your SendGrid Sender account as a Company Email address in Pipeliner ⤵

Using the Sender account details from SendGrid, enter the email address and the API key ⤵

The option to enable “Synchronize email replies” will be enabled by default. This option will allow the users to see received emails in Pipeliner

Pipeliner will also automatically configure SendGrid to provide mass email statistics for the user to see in Pipeliner (send, opened, clicked, bounced, etc.)

Once you've clicked on Activate you should see your new SendGrid company email address ⤵

Your users can also use a SendGrid Sender as a Personal Email account (like a personal Google account or Outlook account) as long as they know the SendGrid email address and API Key.

Click on the User's avatar in the top right corner of Pipeliner and click on the Settings button ⤵

Click on the Apps tab and scroll down until you can see the SendGrid integration, then click on Activate ⤵

Enter the email address and API key from SendGrid ⤵

The option to enable “Synchronize email replies” will be enabled by default. This option will allow the users to see received emails in Pipeliner.

After the Sender is added in Pipeliner, the user will be prompted to configure the settings just like other email integrations. The user can then go back and change these settings anytime in their profile settings. Update the required settings for "Sending emails from this email account is allowed from" ⤵

Pipeliner will also automatically configure SendGrid to provide mass email statistics for the user to see in Pipeliner (send, opened, clicked, bounced, etc.)

Your Sendgrid account can now be used anywhere in the app where you need to send emails or mass emails (including Email Sequences, Automatizer )

If you are seeing this error message, your admins should add a new verified domain to the Sendgrid

Email reply synchronization requires the use of SendGrid's Inbound webhook. By adding a sender, our API needs to create a new inbound webhook in SendGrid (if it does not exist already). Each inbound webhook requires one unused verified domain.

This error can happen when:

In the SendGrid it looks like this example ⤵

The SendGrid administrator should add a new authenticated domain, after that, you can continue to add the sender in Pipeliner.

Creating a Twilio SendGrid Account and adding Senders