Real-time
Two-way sync
Changes in ConnectWise or SendGrid instantly reflect in both systems. No stale data, no manual imports.
Business productivity
ConnectWise to SendGrid integration — real-time, two-way sync
Keep ConnectWise and SendGrid in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
- SOC 2 and 6 other compliance frameworks
- POC with real engineers in minutes
Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect ConnectWise and SendGrid
Stop re-entering the same information in ConnectWise and SendGrid: Stacksync keeps the records they share consistent in real time, in both directions.
Two tools in the daily stack often hold overlapping information: the same people, the same companies, or the same pieces of work, described twice. The tools do different jobs, so consolidating is not the answer; the overlap just needs to stop drifting.
Stacksync syncs Members, Activities, Companies, Contacts in ConnectWise with Email Activity, Contacts, List, Segments in SendGrid in real time. You choose which records overlap, map the fields that should match, and pick a direction or let changes flow both ways. From then on, an update made in either tool is reflected in the other within seconds, without exports or copy-paste.
Because the sync is field-level, each tool keeps its own extras; only the shared data is held in agreement.
Common use cases
- Push closed-won opportunities from the CRM into ConnectWise to kick off agreements and onboarding projects.
- Reconcile ConnectWise invoices and agreements against the accounting system to catch billing gaps.
- Write bounces, spam reports, and unsubscribes back to the CRM to keep email opt-in status accurate everywhere
- Stream Event Webhook engagement data into a Postgres database or warehouse for campaign and deliverability reporting
Where both tools track people or companies: one consistent record
Contact and company details corrected in either tool update the other, so nobody works from the old version.
Where one tool produces events: mirror them in the other
Payments, replies, messages, or tickets created in one tool can create or update matching records in the other, keeping context in one place.
Where SendGrid is where the team documents or plans: keep its data fed
Information that originates in ConnectWise stays current in SendGrid instead of going stale after a one-time paste.
What you can sync between ConnectWise and SendGrid
Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.
| ConnectWise objects | SendGrid objects | |
|---|---|---|
| Time Entries Logged technician time, often exported for payroll and invoicing checks. | Unsubscribe Groups Synced with incremental and full sync per the Stacksync docs. | |
| Invoices Billing records reconciled against accounting systems. | Email Activity Synced with incremental and full sync per the Stacksync docs. | |
| Configurations Managed devices and assets tied to companies, useful for asset inventory syncs. | Contacts Marketing recipients upserted from CRM or database records, including custom field values. | |
| Members Internal users and technicians referenced by tickets and time entries. | List Synced with incremental and full sync per the Stacksync docs. | |
| Activities Sales and service activity records synced for engagement reporting. | Segments Query-based contact groups whose membership SendGrid computes from contact fields. | |
| Companies Client and prospect account records that anchor most other PSA data in a sync. | Categories Synced with incremental and full sync per the Stacksync docs. |
What ships with ConnectWise ⇄ SendGrid
Connect ConnectWise and SendGrid for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every ConnectWise–SendGrid connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever ConnectWise or SendGrid data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
At scale
Event queues
Handle millions of events per minute without losing a single ConnectWise or SendGrid record.
Observability
Monitoring
Track your ConnectWise ⇄ SendGrid sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between ConnectWise and SendGrid.
How the ConnectWise and SendGrid connectors work
ConnectWise
- Integration surface
- REST API
- Authentication
- Public/private API key pair for an API member, combined with a registered clientId, sent via Basic authentication
- Change detection
- Callbacks (webhooks) on record changes, supplemented by polling on last-updated fields
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's API rate limits per company and integration
SendGrid
- Integration surface
- REST API (v3)
- Authentication
- API key (create in SendGrid Settings > API Keys with Custom Access / Full Access for the objects to sync; key begins with "SG")
- Change detection
- Event Webhook posts delivery and engagement events (processed, delivered, open, click, bounce, spam report) to an HTTP endpoint; contact and list changes are detected by polling
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's API rate limits; contact upserts are batched, asynchronous jobs rather than per-row writes
How it works
How to connect ConnectWise to SendGrid — three steps, no code
Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.
- 01
Connect your apps
Authenticate ConnectWise and SendGrid with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
ConnectWise
connected
SendGrid
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the ConnectWise and SendGrid objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.
objects · ConnectWise ⇄ SendGridCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
ConnectWise SendGridCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
ConnectWise and SendGrid integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between ConnectWise and SendGrid: authenticate both systems, choose the objects to sync (such as ConnectWise's Time Entries and Invoices), map fields visually, and changes propagate both ways in milliseconds — no code required.
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ConnectWise: Custom fields defined in the PSA are exposed through the API alongside standard fields. SendGrid: Suppression lists (bounces, blocks, invalid emails, spam reports, unsubscribe groups) are separate resources from the contact database and must be read explicitly. Stacksync's field mapping accounts for these differences between ConnectWise and SendGrid without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means ConnectWise and SendGrid records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed ConnectWise and SendGrid connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom ConnectWise–SendGrid integration in-house.
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Yes — Stacksync ships production-grade connectors for both ConnectWise and SendGrid. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on ConnectWise: Callbacks (webhooks) on record changes, supplemented by polling on last-updated fields. On SendGrid: Event Webhook posts delivery and engagement events (processed, delivered, open, click, bounce, spam report) to an HTTP endpoint; contact and list changes are detected by polling. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
SECURITY
Security teams love Stacksync
As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS
SSO & SCIM
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Alerts
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Secure connection options
Securely connects to your systems with:
Related integrations
Every pair below is a real-time, two-way sync. Search all 386 integrations available for ConnectWise and SendGrid.
Popular · 8 of 386
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ConnectWise ⇄ Twilio -
ConnectWise ⇄ GitHub -
ConnectWise ⇄ Atlassian -
ConnectWise ⇄ Braze -
SendGrid ⇄ Campfire -
SendGrid ⇄ Front -
SendGrid ⇄ Amazon Seller Central - SendGrid ⇄ Twilio
No integrations match .
