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CRM ⇄ Business productivity

Freshsales to SendGrid integration — real-time, two-way sync

Keep Freshsales 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 Freshsales and SendGrid

Sync what happens in SendGrid with the customer records in Freshsales, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever SendGrid holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects List, Segments, Categories, Senders in SendGrid to Deals, Tasks, Appointments, Notes in Freshsales with bi-directional, real-time sync. Activity and record changes in SendGrid update the matching contact or account in Freshsales, and CRM data flows the other way wherever SendGrid can store and use it.

Common use cases

  • 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
  • Two-way sync of contacts and accounts between Freshsales and a Postgres database so product and data teams query CRM data with SQL.
  • Sync deals into a data warehouse for pipeline reporting alongside product usage data.

Where SendGrid handles support or shared inboxes

Tickets and conversations attach to the right contact and account in Freshsales, so sales sees open issues before the next call.

Where SendGrid runs outreach

Prospects, sends, and replies sync into Freshsales, keeping lead status current without manual imports.

Where SendGrid supplies contact or company data

Enriched fields land directly on records in Freshsales, and refreshes keep them from going stale.

What you can sync between Freshsales 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.

Freshsales objects SendGrid objects
Appointments Scheduled meetings readable for activity analytics. Single Sends One-off marketing campaigns whose stats are read back for reporting.
Notes Free-text records attached to contacts, accounts, and deals. Unsubscribe Groups Synced with incremental and full sync per the Stacksync docs.
Sales activities Configurable activity types logged against records, useful for engagement scoring. Email Activity Synced with incremental and full sync per the Stacksync docs.
Products Catalog items attached to deals for line-level revenue data. Contacts Marketing recipients upserted from CRM or database records, including custom field values.
Contacts Person records carrying lifecycle stages; the main entity for two-way CRM syncs. List Synced with incremental and full sync per the Stacksync docs.
Accounts Company records kept aligned with billing, ERP, and warehouse tables. Segments Query-based contact groups whose membership SendGrid computes from contact fields.
What ships with Freshsales ⇄ SendGrid

Connect Freshsales and SendGrid for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Freshsales–SendGrid connection.

Real-time

Two-way sync

Changes in Freshsales or SendGrid instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Freshsales 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 Freshsales or SendGrid record.

Observability

Monitoring

Track your Freshsales ⇄ SendGrid sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Freshsales and SendGrid.

How the Freshsales and SendGrid connectors work

Freshsales

Integration surface
REST API
Authentication
API key sent as a Token authorization header
Change detection
Polling with updated-at filters through views; outbound webhooks can be configured via workflow automations
Capabilities
read · write · webhooks
Rate limits
Subject to per-account API rate limits that vary by Freshworks plan

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
SendGrid setup guide
How it works

How to connect Freshsales 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.

  1. 01

    Connect your apps

    Authenticate Freshsales 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.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Freshsales connected
    SendGrid connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Freshsales 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Freshsales ⇄ SendGrid
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Freshsales SendGrid
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Freshsales and SendGrid integration FAQ

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 Freshsales and SendGrid.

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