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Integrate Channel Providers

SendGrid Email Provider Integration

Connect SendGrid for transactional email delivery. SendGrid API keys are verified live against the SendGrid Scopes API before saving.

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1. Obtain SendGrid API Key

Log in to your SendGrid dashboard at app.sendgrid.com → Settings → API Keys → Create API Key. Select Full Access or restrict to Mail Send. Copy the generated key — it starts with SG. and is exactly 69 characters long.

API Key Format
SendGrid API keys must start with "SG." and be exactly 69 characters long. HubNest validates this format before testing credentials.
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2. Configure SendGrid in HubNest Dashboard

Go to Developer → Channels → Email → Add Provider → select SendGrid. Fill in:

  • Credentials: Paste your SendGrid API key (starts with SG., exactly 69 chars).
  • From Email: Your verified SendGrid Sender Identity email (e.g. noreply@yourcompany.com). Verify it at sendgrid.com → Marketing → Senders first.
  • Priority: Set to 1 to make SendGrid your primary email provider (or 2 if AWS SES is primary).
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3. Test Connection & Save

Click "Test Connection" — the backend calls GET https://api.sendgrid.com/v3/scopes with your Bearer token. If HTTP 200 is returned, status shows SUCCESS. Click Save — credentials are AES-256 encrypted and stored. The provider turns CONNECTED.

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4. Create Email Template

Go to Developer → Templates → New Template. Select Email channel. Write HTML body using {{variableName}} placeholders. Save to generate a templateId UUID for API calls.

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5. Send Individual Email

From the Email dashboard click "Send Individual". Enter recipient, select template, fill variable values, click Send. Or call the Notification API directly.

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6. Launch Bulk Email Campaign

Channels → Email → Bulk Campaigns → Create Campaign. Follow the 5-step wizard: Upload CSV → Select Template → Map Variables → Filter Opt-outs → Review cost & Launch.

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