SendGrid logo + Keap logo

Automate SendGrid & Keap

Stop paying for mismatched spreadsheets. Sync data between SendGrid and Keap in real-time, so you can manage your operations without the busywork.

Custom API Integration
Secure Data Transfer
Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["SendGrid"]
        T1(["Email Templates List"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth} V -->|Fail| DLQ[Dead Letter
Queue] V -->|Pass| Map[Data Mapping
& Transformation] Map --> Retry[Rate Limiting
& Retries] end subgraph Target ["Keap"] A1(["Add a Product to an Invoice"]) end T1 -->|JSON Payload| W Retry -->|Authenticated API POST| A1 style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff
When Sendgrid and Keap operate independently, marketing teams often face significant delays in campaign execution. For instance, if a lead interacts with an email campaign but that data isn't captured in Keap, the sales team may follow up with outdated information. This leads to wasted efforts as the sales team may reach out to leads who have already converted or are no longer interested. Manual data entry becomes a burden, consuming hours each week as team members try to reconcile email engagement data with their CRM records.

Top Ways to Automate SendGrid & Keap

  • Automated Lead Nurturing: Instantly transfer new leads from Keap to SendGrid, triggering personalized email campaigns that engage prospects based on their interests and behaviors.
  • Real-time Customer Updates: Synchronize customer data between SendGrid and Keap, ensuring that any changes in contact information or preferences are automatically reflected across both platforms, enhancing communication accuracy.
  • Performance Tracking and Reporting: Automatically compile and analyze email campaign performance metrics from SendGrid within Keap, allowing for data-driven decision-making and optimized marketing strategies.

How to Build the SendGrid → Keap Sync

  1. Set up a webhook in Sendgrid to trigger on 'email.open' events. This can be done by navigating to the 'Webhooks' section in your Sendgrid dashboard and configuring the URL to point to your integration endpoint.
  2. Your integration endpoint should listen for POST requests from Sendgrid. The payload will include details like 'email', 'timestamp', and 'event'. Extract the 'email' and 'timestamp' from the payload.
  3. Use the Keap REST API to insert this data into the appropriate contact record. Specifically, make a POST request to the '/contacts' endpoint of the Keap API, including the extracted 'email' and any relevant 'timestamp' data in the body of the request.
  4. Ensure that the contact record in Keap is updated with the latest engagement information by including logic to check if the contact already exists before making the POST request.

Developer Warnings & API Gotchas

  • Be cautious with the payload structure from Sendgrid; the 'event' field may contain multiple types of interactions. Ensure you are filtering for 'email.open' specifically to avoid processing irrelevant data.
  • When inserting data into Keap, the API expects certain fields to be present. Make sure to validate the existence of 'email' before attempting to POST to the '/contacts' endpoint to prevent errors.
  • Check for duplicate entries in Keap. If a contact with the same email already exists, you will need to handle this gracefully, possibly by updating the existing record instead of creating a new one.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

  • When this happens in SendGrid... Email Templates List
    Do this in Keap Add a Product to an Invoice
  • When this happens in SendGrid... Fetch Custom Actions
    Do this in Keap Create Company

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