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SendGrid

Integrate SendGrid with DevRev

Integrate your SendGrid account with the DevRev app and use it to reply from your organization’s support email address. Manage all customer communication from a single inbox.

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For more information, refer to the SendGrid snap-in description on the DevRev marketplace.

Let’s set up the SendGrid integration for you

Follow these 2 steps to exercise complete access to your domain from the DevRev app.

Before you begin, generate an API key in your SendGrid account.

Making a new connection

  1. On your DevRev app, open the settings and go to Integrations > Connections.

    This page shows all your existing integrations. In the top-right corner, click + Connection.

  2. Select SendGrid and enter a name for your connection. Enter the API key that you created in SendGrid. Enable Make connection available to your dev org and click Connect.

    DevRev app SendGrid connection

Configure SendGrid integration

  1. Go to Settings > Snap-ins. Here you see all the existing snap-ins pertaining to different connections. In the top-right corner, click Explore Marketplace.

  2. Scroll down the page to find the SendGrid snap-in and click Install.

  3. In Organization’s support email address enter your organization’s email address. If the domain name isn't registered in the app, you can add that name in the Domain allow list to create the conversation in a new state; otherwise, it’s created in a suspended state.

    You can also specify a signature (plain text or HTML) to append to outgoing emails from the support address.

    DevRev app email settings

    Example email HTML signature
    1 <table
    2 style="font-family: Arial, Helvetica, sans-serif; font-size: 12px; border: solid; border-width: 1px; border-color: gray"
    3 >
    4 <tr>
    5 <td style="padding-right: 20px">
    6 <img
    7 src="https://d36urhup7zbd7q.cloudfront.net/a/bb923e8f-0044-4646-a84e-3a8128d90971.png#logo"
    8 alt="DevRev"
    9 width="30"
    10 />
    11 </td>
    12 <td style="padding-right: 20px">DevRev</td>
    13 <td style="padding-right: 20px">
    14 <a href="https://devrev.ai">Support chat</a>
    15 </td>
    16 <td style="padding-right: 20px">
    17 <a href="mailto:support@devrev.ai">support@devrev.ai</a>
    18 </td>
    19 </tr>
    20 </table>

    Result

    Example HTML signature

    When you have set the desired parameters, click Next.

  4. In SendGrid Connection, select the connection that you created. You could create a connection here by following the steps given above. Then click Next. A forwarding email address @hooks.devrev.ai is displayed.

    DevRev app email settings

  5. Configure your email provider to forward emails from your support email address to @hooks.devrev.ai. Whether it's Gmail, Microsoft Outlook, or any other email provider, this integration works.

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To create a conversation using the forwarding email address @hooks.devrev.ai in Inbox, the emails must be forwarded from your email provider.

Your inbox after setting up SendGrid integration

Any email sent to your organization’s support email address shows up in Support > Inbox.

Reply to the email never having to leave this conversation. Meanwhile, the DevRev AI bot sends an automated reply borrowing some time for response and asking any additional information that may help in the customer’s inquiry.

DevRev inbox

Reply to this email using your SendGrid account never having to leave the PLuG inbox. This reply can be seen in the customer’s email inbox.

Gmail inbox