Sendgird Email

How to Integrate SendGrid Email with Getfly CRM

Hello,

To integrate your SendGrid email account with the Getfly CRM system for sending emails, please follow the steps below:

1. Retrieve Integration Information from Your SendGrid Account

1.1 Verify Sending Account

After registering a SendGrid account, you need to verify both the account and the sender email addresses (you can verify either by domain or individual email address):

Log in to your SendGrid account at https://app.sendgrid.com/

After logging in, go to Marketing ⇒ Senders ⇒ Create New Sender

(If you have already verified an email previously, you may skip this step.)

Fill in all required sender information and click Save

SendGrid will send a verification email to your inbox. Click the verification link in the email to complete the process

Once successfully verified, the email address will display a green check mark

Alternatively, you can also verify by domain. Follow the SendGrid guide here: How to Set Up Domain Authentication

1.2 Create API Key and Retrieve Integration Information

Go to Settings ⇒ API Keys ⇒ Create API Key

Enter a name for your API Key (any name is fine) → click Create & View → copy the generated API Key

2. Configure Email Settings in Getfly CRM 6.0

Navigate to: Settings ⇒ Integration ⇒ Email Marketing Integration ⇒ SendGrid ⇒ Connect

Fill in the following configuration fields:

Sender Email Address: Use an email address that has been verified in step 1.1

SendGrid Account Name: The name assigned to the API Key created in step 1.2

SMTP Address: smtp.sendgrid.net

Sender Display Name: Enter your company or brand name (e.g., GETFLY)

Password: Paste the API Key copied in step 1.2

Encryption Method: Choose either SSL or TLS

Port Number:

For SSL: Port 465

For TLS: Port 25 or 587

Click Save Configuration, then enter any email address in the provided field to test the email settings.

Scroll down to the “Test Email Configuration” section, enter the email address used above, and click Test Configuration. If the setup is successful, the system will confirm: “Email sent successfully. Please check your inbox.”

3. Notes

If the configuration fails, double-check all settings for accuracy. Also, ensure that your SendGrid plan is the Email API plan (the Email Campaign plan is not supported for API integration).

To send emails from individual employee addresses within Getfly, you must verify each employee's email under your SendGrid account (see step 1.1).

If you do not add a credit card (Visa) to your SendGrid account or subscribe to a paid plan, you can still configure SendGrid in Getfly; however, your email sending volume will be limited (e.g., 100 emails/day).

To Add a Visa Card: Click your account avatar in the top-left corner → Account Details → Billing Tab → click Edit Payment

To Subscribe to a Paid Plan: Click your account avatar → Account Details → Your Products → Change Plan → select the desired plan