by Variance InfoTech Pvt Ltd

Email Software Integration helps you to connect your SuiteCRM Leads/Contact/Subscriber List with your favorite email marketing platforms. The following marketing platforms are supported: SendGrid, Mautic, Constant Contact, Active Campaign, SendIn Blue

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SendGrid Integration User Guide

Steps For Using SendGrid Integration Plugin:

Step 1:

To Open the Administration Page, Click on Admin tab, as shown in below screenshot.

1.png

Step 2:

Open Administration page, Click on Email Software Integration from the Other section.

4link.png

Step 3:

On click of the “Email Software Integration” link, EMAIL INTEGRATION Setup page will be open, as shown in the below screenshot.

3AllLinks.png

Step 4:

On click of the “API Configuration” link, Listview of the API CONFIGURATION page will be open, as shown in the below screenshot.

4BlankConfig.png

Step 5:

On click of CREATE link, API CONFIGURATION page will be open, as shown in the below screenshot.

5config.png

Step 6:

Enter Title, Select Email Software as SendGrid, and Enter SendGrid API Key, as shown in the below screenshot and click on “CONNECT TO SENDGRID” Button.

6config2.png

Step 7:

To Update the record, Click on edit pencil icon from the Listview of the api configuration page as shown in the below screenshot.

9.png

Step 8:

To Delete the record, check the checkbox and click on DELETE button as shown in the below screenshot.

21Delete.png

Step 9:

On click of BACK button, Email Software Integration setup page will be open.

9Back.png

Step 10:

On click of “Module Mapping” link from the EMAIL INTEGRATION setup page, Listview of module mapping will be open as shown in the below screenshots.

10ModuleMappingLink.png

55modulemapping.png

Step 11:

On click of ADD NEW button, MODULE MAPPING page will be open as shown in the below screenshot.

12ModuleMapping.png

Step 12:

Enter Title, Select Status, Email Software also select SendGrid Module and SuiteCRM Module from step 1 “Select Email Software” as shown in the below screenshot and click on SYNC FIELDS button.
(note : SYNC FIELDS button is used to save fields of SendGrid module for future synchronize processes)

13SyncFields.png

Step 13:

On click of SYNC FIELDS button, all the SendGrid Contacts fields has been saved for future synchronize processes, as shown in the below screenshot.

14ok.png

Step 14:

Click on NEXT button, to move to step 2 “Field Mapping”. Click on ADD MAPPING button to add mapping between SuiteCRM Contacts Fields and SendGrid Contacts Fields, as shown in the below screenshot.

5AddMapp.png

Step 15:

Select SuiteCRM Contacts Fields and SendGrid Contacts Fields for mapping, as shown in the below screenshot, and click on SAVE button.

43addMAP.png

Step 16:

On click of SAVE button, the Listview of MODULE MAPPING will be displayed as shown in the below screenshot.

17ListMapping.png

Step 17:

To update the record click on edit pencil icon, as shown in the below screenshot.

18Edit.png

Step 18:

To delete the record check the checkbox and click on DELETE button, as shown in the below screenshot.

![19Delete.png](https://store.suitecrm.com/assets/img/addonassets/email-software-integration/20OK.png "20OK.png")

Step 19:

Click on Synchronize link from EMAIL INTEGRATION page, as shown in the below screenshot.

21UpdatedSyncLinkAdmn.png

22Sync.png

Step 20:

Select Email Software as SendGrid, Select list of mapping module and click on SYNC SUITECRM TO SENDGRID button, as shown in the below screenshot.

23syncsuite2sg.png

Step 21:

On click of SYNC SUITECRM TO SENDGRID button, all the Contacts from SuiteCRM are synchronized in SENDGRID account, as shown in the below screenshots.

24CnctsSuite.png

25SGcnct.png

26sgcnct1.png

27Sgcnct2.png

Step 22:

After Synchronize from SuiteCRM to SendGrid, Summary Report will be generated as shown in the below screenshot.
(Note : In Summary Report, synchronizations of contacts will also be displayed if synchronization failure occurs. )

28summ.png

Step 23:

After Synchronization of contacts, log is generated in EMAIL SYNC LOG module, as shown in the below screenshot.
(Note : in EMAIL SYNC LOG module number(count) of failed synchronizations of contacts will also be displayed if synchronization failure occurs. )

29Log.png

Step 24:

Now Go to SendGrid Account and add one contact manually as shown in the below screenshot.

30saveSg.png

31listSG.png

Step 25:

Go to Step-3 Synchronize page and click on SYNC SENDGRID TO SUITECRM button, all 3 contacts from SendGrid account will be synchronized to SuiteCRM as shown in the below screenshots.

32sync2.png

Step 26:

After Synchronization Summary Report will be generated as shown in the below screenshot.

33summ.png

Step 27:

Check in SuiteCRM Contacts Module, all 3 contacts are successfully synchronized, as shown in the below screenshot.

34cnctSuite.png

Step 28:

Also check EMAIL SYNC LOG module, log has been stored as shown in the below screenshots.

35log.png

Step 29:

Now click on Automatic Synchronize link from EMAIL INTEGRATION, as shown in the below screenshot.

36AutoLink.png

Step 30:

On click of “Automatic Synchronize” link, Listview will be displayed as shown in the below screenshot. Click on ADD NEW button to add new record.

37BlankAutoLink.png

Step 31:

On click of Add New button, AUTOMATIC SYNCHRONIZE form will be open, Select Email Software, List Of Mapping Module, switch on Sync SuiteCRM To SendGrid as shown in the below screenshot. Click on SAVE button.

38Auto2.png

Step 32:

To Update Automatic Synchronize record, click on edit pencil icon as shown in the below screenshot.

39autoUpdate.png

Step 33:

To Delete Automatic Synchronize record, select checkbox and click on DELETE button as shown in the below screenshot.

40autoDelete.png

41autoDel2.png

Step 34:

Now Create new Contact in SuiteCRM as shown in the below screenshot.

42cnctNew.png

Step 35:

On click of save, Contact is auto synchronized in SendGrid account as shown in the below screenshot. Check in SendGrid account.

42SGcnct.png

43SGcnct2.png

Step 36:

Also check EMAIL SYNC LOG, log is recorded for automatic sync of Contacts from SuiteCRM to SendGrid, as shown in the below screenshot.

44Log.png

Step 37:

Open Contacts Listview in SuiteCRM, click on edit pencil to update the record, as shown in the below screenshot.
Update Last Name of the record, and click on SAVE button, as shown in the below screenshot.

45Edit.png

Step 38:

Check SendGrid Contact, record is updated, as shown in the below screenshot.

47EditedSG.png

Step 39:

Check log in EMAIL SYNC LOG module, as shown in the below screenshot.

46updatedLog.png

Step 40:

Go to step-2 MODULE MAPPING, add new Module Mapping, Enter Title, Select Status, Select Email Software, SendGrid Module and SuiteCRM Module.

41mapLeads.png

Step 41:

Add Leads Mapping, to save leads fields mapping, and then click on SAVE button, as shown in the below screenshot.

42leadsmap2.png

Step 42:

To Update record, click on edit pencil icon as shown in the below screenshot.

3Update.png

Step 43:

To Delete record, check the checkbox and click on DELETE button, as shown in the below screenshot.

4Delete.png

5Ok.png

Step 44:

Now Create two Leads in SuiteCRM, as shown in the below screenshots.

3LeadsSuite.png

Step 45:

Now Go to step-3 Synchronize and Select Email Software as SendGrid, List of Mapping Module and click on SYNC SUITECRM TO CONSTANT CONTACT button, as shown in the below screenshot.

4Sync1.png

Step 46:

Summary Report is generated, as shown in the below screenshot.

5summ.png

Step 47:

Check in SendGrid account, two leads has been created, as shown in the below screenshot.

6SG.png

Step 48:

Also check EMAIL SYNC LOG, log has been generated as shown in the below screenshots.

7log.png

Step 49:

Now manually create a new contact in SendGrid account, as shown in the below screenshots.

8SG.png

Step 50:

Now click on SYNC SENDGRID TO SUITECRM button, as shown in the below screenshot. It will generate Summary Report.

9summ.png

Step 51:

Now check new leads are created in SuiteCRM, as shown in the below screenshot.

11Leads.png

Step 52:

Also check EMAIL SYNC LOG, log is generated as shown in the below screenshot.

13Log2.png

Step 53:

Now Go to step-4 Automatic Synchronize and select List Of Mapping Module for leads and save it, as shown in the below screenshots.

54Auto.png

Step 54:

Now Create one new lead in SuiteCRM and click on SAVE button as shown in the below screenshot.

15newLead.png

Step 55:

Check in SendGrid account, new contact is created as shown in the below screenshot.

16cnctSG.png

Step 56:

Also check EMAIL SYNC LOG, log is recorded as shown in the below screenshots.

17Log.png

Step 57:

Now Update Lead in SuiteCRM, and save it as shown in the below screenshot.

18leadUpdate.png

Step 58:

Check in SendGrid account, lead is updated as shown in the below screenshot.

19SGUpdatedLead.png

Step 59:

Also Check EMAIL SYNC LOG, log is recorded as shown in the below screenshots.

57log.png

Step 60:

Go to step-2 MODULE MAPPING and add new module mapping. Enter Title, Select Status, Select Email Software, SendGrid Module and SuiteCRM Module. Click on SYNC FIELDS button, to save all sendgrid Contact List fields for future synchronization processes.

1Mapp.png

OKEY.png

Step 61:

Click on NEXT button to move to next step, then click on ADD MAPPING button, as shown in the below screenshot.

32addmapp.png

Step 62:

Add Contact List mapping and click on CONTINUE button to save contacts fields mapping, and then click on SAVE button, as shown in the below screenshot.

33Save.png

Step 63:

To Update record, click on edit pencil icon as shown in the below screenshot.

5UpdateCL.png

Step 64:

To Delete record, check the checkbox and click on DELETE button, as shown in the below screenshot.

6DeleteCL.png

Step 65:

Now create two target list and select related contact to that list in SuiteCRM, as shown in the below screenshots.

5LIST.png

6relatedcnct.png

7relatedcnct2.png

Step 66:

Now Go to step-3 Synchronize and Select Email Software as SendGrid, List of Mapping Module and click on SYNC SUITECRM TO SENDGRID button, as shown in the below screenshot.

08sync.png

Step 67:

Summary Report is generated, as shown in the below screenshot.

9summ.png

Step 68:

Check in SendGrid account, two contact list has been created with related contacts, as shown in the below screenshot.

10SGList.png

11Cncts.png

13cnctdetail.png

14cnctdetails2.png

Step 69:

Also check EMAIL SYNC LOG, log has been generated as shown in the below screenshots.

15Log.png

Step 70:

Now manually create a new list with related contact in SendGrid account, as shown in the below screenshots.

16SGlist.png

17listSG.png

Step 71:

Now click on SYNC SENDGRID TO SUITECRM button, as shown in the below screenshot. It will generate Summary Report.

18Sync2.png

19summ.png

Step 72:

Now check one new target list with related contact is created in SuiteCRM, as shown in the below screenshot.

20suite.png

21relateSuite.png

Step 73:

Also check EMAIL SYNC LOG, log is generated as shown in the below screenshot.

15Log.png

Step 74:

Now Go to step-4 Automatic Synchronize and select List Of Mapping Module for contact list and save it, as shown in the below screenshots.

22Suto.png

23AutoList.png

Step 75:

Now Create one new target list in SuiteCRM and click on SAVE button as shown in the below screenshot.

24List.png

Step 76:

Check in SendGrid account, new segment is created as shown in the below screenshot.

25SGlist.png

Step 77:

Also check EMAIL SYNC LOG, log is recorded as shown in the below screenshots.

29Log.png

Step 78:

Now Update list in SuiteCRM and save it as shown in the below screenshot.

27ListUpdate.png

Step 79:

Check in SendGrid account, list is updated as shown in the below screenshot.

28updatdList.png

Step 80:

Also check EMAIL SYNC LOG, log is recorded as shown in the below screenshots.

31LOG.png

Step 81:

Now go to Step-2 Module Mapping, Create new module mapping, Enter Title, Select Status, Select Email Software, Select SendGrid Module, Select SuiteCRM Module as shown in the below screenshots and click on SYNC FIELDS button, to save all campaigns fields from SendGrid account for future synchronization processes.

1MAPING.png

55OKEY.png

Step 82:

Also add mappings for Campaigns module as shown in the below screenshot, and click on SAVE button.

55ADDmap.png

Step 83:

To Update the record, click on edit pencil icon as shown in the below screenshot.

4Edit.png

Step 84:

Now create a new Campaign in SuiteCRM, as shown in the below screenshot.

5suitecamp.png

Step 85:

Go to Step-3 Synchronize and click on SYNC SUITECRM TO SENDGRID button, as shown in the below screenshot.

6syncsuiteSG.png

Step 86:

Summary Report is generated, as shown in the below screenshot.

6syncsuiteSG.png

Step 87:

Check in SendGrid account, new Campaign is created, as shown in the below screenshot.

9sendgrid.png

Step 88:

Also check EMAIL SYNC LOG, log is recorded as shown in the below screenshot.

8log1.png

Step 89:

Now Create a new Campaign in SendGrid account, as shown in the below screenshots.

10CreateCamp.png

11CreateCamp2.png

12CreateCamp3.png

13CreateCamp4.png

Step 90:

Now click on SYNC SENDGRID TO SUITECRM button, Summary Report is generated as shown in the below screenshot.

14syncSGtoSC.png

Step 91:

Check in SuiteCRM new Campaign is created as shown in the below screenshot.

16suitecamp.png

Step 92:

Also check in EMAIL SYNC LOG, log is recorded as shown in the below screenshots.

17logcamp1.png

Step 93:

Go to step-4 Automatic Synchronize and save List Of Mapping Module, as shown in the below screenshot.

19auto.png

Step 94:

Now Create a new Campaign in SuiteCRM, as shown in the below screenshots.

20suitecamp.png

21suitecamp2.png

22suitecamp3.png

23suitecamp4.png

24suitecamp5.png

Step 95:

Now check in SendGrid, new Campaign is Created as shown in the below screenshot.

25SGcamp.png

Step 96:

Also check EMAIL SYNC LOG, log is recorded as shown in the below screenshots.

26logcamp1.png

Step 97:

Now update the name of the Campaign in SuiteCRM as shown in the below screenshot.

28Update1.png

29Update2.png

30Update3.png

31Update4.png

32Update5.png

Step 98:

Now check in SendGrid account, campaign is updated, as shown in the below screenshot.

33Update5.png

Step 99:

Also check in EMAIL SYNC LOG, log is recorded as shown in the below screenshots.

35log.png

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