Integration · 7 min read

SendGrid integration guide

SendGrid connects supported email providers workflows to LucidCP. Use this checklist to configure, link and validate the module before production traffic.

Verified against the current LucidCP interface
Site Settings screen used to configure SendGrid in LucidCP
Step 1 — Open Site Settings in the English admin workspace and select SendGrid.
Modules & Gateways screen used to connect SendGrid in LucidCP
Step 2 — Map the saved SendGrid connection to the relevant workflow from Modules & Gateways.
01

Procedure

Step-by-step

  1. 01

    Prepare the provider account

    Confirm that your SendGrid account is active and create the SMTP or provider API credentials and verified sender domain. Use a test or sandbox environment when the provider offers one.

    SendGrid configuration in the real LucidCP interface
    Step 1 of 7 · Confirm that SendGrid is listed in Developer → Modules & Gateways.Select the preview to inspect the full-resolution interface.
  2. 02

    Open the configuration area

    Go to Admin → Site Settings → General / notification settings and select SendGrid.

    SendGrid configuration in the real LucidCP interface
    Step 2 of 7 · Open the Provider Modules page and locate the SendGrid card.Select the preview to inspect the full-resolution interface.
  3. 03

    Enter and protect credentials

    Copy values exactly, keep TLS verification enabled and never place production secrets in screenshots, tickets or browser-side code.

    SendGrid configuration in the real LucidCP interface
    Step 3 of 7 · Expand the real SendGrid card and enter its provider credentials.Select the preview to inspect the full-resolution interface.
  4. 04

    Test the connection

    Use LucidCP’s connection test where available. Resolve authentication, network or permission errors before linking the integration.

    SendGrid configuration in the real LucidCP interface
    Step 4 of 7 · Use the connection or delivery test shown in the provider settings.Select the preview to inspect the full-resolution interface.
  5. 05

    Connect the workflow

    Associate transactional templates and email campaigns. Save the configuration and re-open it to verify the selected mapping.

    SendGrid configuration in the real LucidCP interface
    Step 5 of 7 · Connect the saved provider to the related LucidCP workflow.Select the preview to inspect the full-resolution interface.
  6. 06

    Run acceptance checks

    Perform delivery, reply-to, bounce and sender authentication. Confirm both the LucidCP record and the provider-side result.

    SendGrid configuration in the real LucidCP interface
    Step 6 of 7 · Run the acceptance check in the related admin or customer workflow.Select the preview to inspect the full-resolution interface.
  7. 07

    Monitor after launch

    Review activity logs, module queue, failed jobs and provider logs during the first production transactions.

    SendGrid configuration in the real LucidCP interface
    Step 7 of 7 · Review the activity log after enabling the provider.Select the preview to inspect the full-resolution interface.
02

Checklist

Best practices

  • Start with the smallest API permission set and expand only when a documented action requires it.
  • Rotate provider credentials regularly and immediately after a suspected leak.
03

Reference

Module details

Integration
SendGrid
Category
Email Providers
Availability
Included with licence
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