Connecting SendGrid to Email Services in Surplus Systems CRM

To quickly set up Sendgrid as your email service provider and connect it to your CRM, follow these steps:

1. Go to "API Keys Section"

Go to the API Keys section: Login to your Sendgrid account and navigate to "Settings" on the left navigation bar, then select "API Keys".

2. Click "Create API Key"

3. Setting up "API Key"

1. Give your API key a name.

2. Select Full Access, Restricted Access, or Billing Access. If you choose Restricted Access or Billing Access, specify the permissions for each category. For more details, refer to Sendgrid's API key permissions documentation.

3. Click on "Create & View".

4 .Copy "API Key"

This API Key will serve as the password for the Sendgrid connection. Click on the code to automatically copy the entire key. Remember to store it in a secure place. Avoid putting it directly in your code or making it publicly accessible for security reasons.

Setting up Sendgrid inside of the CRM:

1. Navigate to 'Settings' to start the connection process.

2. Go to 'Email Services' within Settings.

3. Select the 'Add Service' option now.

4. Choose 'SendGrid' from the list.

5. Fill in necessary details to connect your email.

6. Save this setup to finalize the integration.

7. Sendgrid Connected

Once you have successfully connected your Sendgrid account with your CRM, your screen should resemble the example provided. Remember to select Sendgrid as your default email service provider.