How to integrate Twilio SendGrid
Learn how to connect Twilio SendGrid to B2CORE
Use integration with Twilio SendGrid to automatically sync client data from B2CORE and use it in SendGrid for managing email lists, sending transactional and marketing emails, and tracking email performance.
How to configure a connection to SendGrid
To configure a connection to SendGrid in the B2CORE Back Office:
Navigate to System > External connections.
Click +Create in the upper-right page corner.
On the Create connection page, fill in the following fields:
In the Name field, enter a name for the connection. The name must be unique.
In the Caption field, enter a caption that will be applied to the connection in the Back Office.
In the Provider dropdown, select SendGrid.
Click Save to create the connection.
The SendGrid connection will appear in the list of external connections.
Click Edit to enter the connection details and complete the following fields:
In the API URL field, enter the base URL for your SendGrid region:
https://api.sendgrid.com/v3/— for SendGrid accounts registered in the US region.https://api.eu.sendgrid.com/v3/— for SendGrid accounts registered in the EU region.
You can find your Base URL in SendGrid by navigating to Settings > Account Details.
In the API key field, enter your SendGrid API key.
The API key can be generated in SendGrid by navigating to Settings > API Keys and creating a key with the required permissions:
Full access — access to all SendGrid functionalities.
Restricted access — limited access only to selected functionalities, for example, access to Marketing Campaigns or contact lists.
Check the connection status.
If the connection is inactive (No is displayed in the Enabled field), activate it by setting the Enabled dropdown to Yes.
Click Save to apply the changes.
After configuring the connection, all clients listed under Clients > General in the B2CORE Back Office will be automatically synced with SendGrid and added as contacts. Any further updates to their personal details will also be synced with SendGrid.
Overview of client data synced with SendGrid
The following required and optional client fields can be synced from B2CORE to SendGrid contacts:
Required fields
The following required client fields are always synced from B2CORE to SendGrid:
Email
First name
Last name
Optional fields
The following optional fields, which can be useful for business processes, are synced from B2CORE to SendGrid if they are specified in the client details in the B2CORE Back Office:
Address
City
State
Postal code
Country
Phone — if multiple phone numbers are specified for a client in the B2CORE Back Office, the confirmed number is sent to SendGrid; if none is confirmed, the most recently updated number is used.
How to add custom fields for syncing from B2CORE to SendGrid
You can sync additional fields from B2CORE to SendGrid, such as a client’s Status, Client type, Verification level, and Jurisdiction to reflect them in SendGrid contacts.
In SendGrid, add these fields:
Sign in to your SendGrid account.
In the Marketing Campaigns section, click Marketing > Contacts > Custom Fields.
Click Create Custom Field.
Enter the field name, select the appropriate field type, and specify other parameters.
Save the changes to add the new custom field.
In the B2CORE Back Office, set up field mapping:
Navigate to System > External connections.
Find the connection configured for SendGrid and click Edit to open the connection details.
Set up the field mapping by selecting the corresponding fields created in SendGrid for Status, Client type, Verification level, and Jurisdiction.
Click Save to apply the changes.
Once the fields are added and mapped, the client’s Status, Client type, Verification level, and Jurisdiction are automatically synced from B2CORE and displayed in SendGrid contacts. If one or more fields aren't mapped, they won't be synced to SendGrid contacts.
How to sync clients from B2CORE to specific lists in SendGrid
Lists in SendGrid are the Marketing Campaigns feature that helps you organize contacts and manage email campaigns.
In SendGrid, create one or more lists:
Sign in to your SendGrid account.
Go to Marketing > Contacts > Lists & Segments
Click Create List.
Enter the list name.
Click Save to create the list.
In the B2CORE Back Office, select the list for syncing:
Sign in to the B2CORE Back Office.
Navigate to System > External connections.
Find the connection configured for SendGrid and click Edit to open the connection details.
In the List dropdown, select the desired list created in SendGrid. This will ensure all synced clients from B2CORE are added to that list.
If no list is selected, synced clients won't be added to any list.
Click Save to apply the changes.
Once the list added and mapped, all clients from B2CORE will be automatically synced to the specified list in SendGrid. Any new registrations or updates to existing clients will also reflect in the same list.
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