Send Instantly AI Entries to SendGrid

Instantly AI to SendGrid Integration Guide

With Syncspace, you can automatically send new entries from your Instantly AI directly to your SendGrid contact list—no coding or technical skills required. Your form data flows automatically from one platform to the other.

Just follow the steps in this guide, and your Instantly AI submissions will start showing up in SendGrid automatically.
It’s fast, simple, and saves you time.

Prerequisites:

  • You have access to both a Instantly AI site and a SendGrid account.
  • You are logged in to both platforms.
Step 1 Go back to Syncspace and logged into App Credentials

Click on App Credentials

Step 2 Create a New Credential
Step 3 Configure App details
  • Add your App Name
  • Select SendGrid from the Dropdown
Step 4 Add your SendGrid API Key and first click Verify then save

Need help creating credentials? Click here for the guide.
If you’ve already done that, continue below to create the space.

Step 5 Click on Add Space to create a new space
Step 6 Select your Source App from the dropdown
  • Choose Instantly AI
Step 7 Copy the Webhook URL generated for Instantly AI
Step 8 Steps to Verify Webhook URL in Instantly AI

Need help creating credentials? Click here for the guide.
If you’ve already done that, continue below to create the space.

Step 9 Go back to the integration platform and click Verify Webhook, then click Continue
Step 10 Select your Target App from the dropdown
  • Choose SendGrid
Step 11 Select the SendGrid account you created earlier while setting up your app credentials
Step 12 Choose the "Contacts" as SendGrid Model
Step 13 Click on the "Save and Map Fields" button.
Step 14 Match your Instantly AI fields to the SendGrid fields
  •  Example: Name → Full Name, Email → Email Address
Step 15 Choose how you want to save your space

You will see two buttons: Save as Draft and Save and Activate.

  • Click Save and Activate, your space will be saved and activated automatically.

  • Click Save as Draft, This will save your space, but it won’t be active. You can activate it later by following the next steps.

Step 16 From the Action Column, click to Activate Your Space
Step 17 Log in to your SendGrid account and Check a new contact in your list
  •  You should see the new contact added from the form submission
Gmail

New Attachment

Triggers when you receive a new attachment.

sheet

Only continue if...

Set up rules to specify when this Space can continue running.

Google Drive

Upload File

Triggers when any new file is added (inside of any folder).

Supported triggers and actions

Gmail

Triggers Attachment

Triggers when you receive a new attachment.

Gmail

New Label

Triggers when you add a new label.

Gmail

New Labeled Email

Triggers when you label an email.

Gmail

New Email

Triggers when a new email appears in the specified mailbox.

Gmail

Actions Attachment

Triggers when you receive a new attachment.

Gmail

New Label

Triggers when you add a new label.

Gmail

New Labeled Email

Triggers when you label an email.

Gmail

New Email

Triggers when a new email appears in the specified mailbox.

Gmail

New Attachment

Triggers when you receive a new attachment.

Gmail

New Label

Triggers when you add a new label.

Gmail

New Labeled Email

Triggers when you label an email.

Gmail

New Email

Triggers when a new email appears in the specified mailbox.

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