How to sync leads between Freshsales and SendGrid?


Freshsales Leads SendGrid Contacts (New Campaigns)

SyncPenguin can be used to configure Freshsales Leads and SendGrid Contacts (New Campaigns) real-time two-way synchronization. This page provides some information on how to configure and start the sync using our dashboard.


1. Register and log in

The first step is to go to the SyncPenguin dashboard, sign up and login. Please follow the following link to do that:

2. Create the sync

The next step is to create the sync in the Synchronization section of the dashboard by clicking the plus 'Add' button. You'll see a wizard page, where you need to follow three steps of the sync creation:

  • Select the first data source (Freshsales Leads)
  • Select the other data source (SendGrid Contacts (New Campaigns))
  • Specify the name and sync direction (two-way, A to B or B to A, depending on the direction you'd like it to sync)

sync sizard

3. Create an account and sign in to Freshsales and SendGrid

The next step is to open the sync you just created and create an account in the Accounts section. An account is created for each person you want to create a sync for, so you can name it as the name of the person you are configuring.

If you then open this account, you can see there are two sections: data source A and data source B. Those represent the two profiles that will be synced. For each of them, you have to click the 'Sign In' button and sign in to the corresponsing business app. If you cannot see the 'Sync In' button, it means you need to enter the credentials manually (API Key, username/password or similar).


sign in to your accounts

4. Configure, test and start your sync


In order to do that, go back to the sync page and click the 'Run' button near your account. This schedules a sync job that you'll see in the section below.

run sync for an account

The first sync is used to test the connection - after a couple of moments, you should see a green 'Finished' in the status column. If you see a yellow 'Finished with error' instead, most probably there's an error with access or settings. Feel free to contact us in such case.

the status of sync run

Now you can test the sync itself. Go ahead and create a test entry in Freshsales or SendGrid, and click 'Run' once again. You should see it synced in the other app you specified. Great!

The last step is to configure and start your continuous sync. You can configure the following basic things:

  • How often the sync is triggered (update interval)
  • Whether it's allowed to handle deletes or not

Make sure you click the Save button once you're done configuring.

Then just click the Start button and your scheduled sync has started!

configure your sync

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