Integrations
SendGrid Integration
Send transactional emails, follow-ups, and campaign task emails using your SendGrid account.
Connect SendGrid at the workspace level so OutCallerAI sends email from your verified sender—follow-ups, notifications, reminders, and campaign task delivery.
Key Capabilities
- Transactional email: Deliver lead follow-ups and system messages via SendGrid.
- Workspace sender: Use your own API key and verified From address.
- Test sends: Send a test email from the integration Setup tab after saving credentials.
Setup Instructions
- Open Integrations: Go to the Integrations Dashboard and select SendGrid.
- Connect and open Setup: Click Connect SendGrid, then switch to the Setup tab.
- Add credentials:
- From email: A sender identity verified in SendGrid.
- API key: A SendGrid API key with Mail Send permission.
- Save and test: Save the form, then use Send test email to confirm delivery.
Campaign tasks that send email will use this integration when SendGrid is connected for the workspace.
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