Two SendGrid steps keep your marketing contacts in step with the rest of the business. SendGrid · Add or update a contact — Adds someone to SendGrid's contacts, or updates them — adds a contact by email, or updates the one already there, and can put them on a list. SendGrid · Remove a contact from a list — Takes someone off a SendGrid list; the contact stays — takes them off one list.

Who can do this

Workspace Admins and Editors, on every plan. Viewers see the steps' settings but cannot change them.

Before you start

  • A SendGrid connection in this workspace, with a key that has Marketing permission — see Connect SendGrid.
  • To use a list, the list made in SendGrid under Marketing › Contacts.
  • To set custom fields, the fields made in SendGrid first.

Steps

Add or update a contact:

  1. Select + where the contact should be added. In the step picker, open Apps, select SendGrid, then Add or update a contact. Or search SendGrid.
  2. In Connection, choose your SendGrid connection. If it is the only one, it is already chosen.
  3. In Email, the contact's address — for example rohan@consulace.com, or a value from an earlier step.
  4. Optional: in First name and Last name, their name — Rohan, Mehta.
  5. Optional: under Custom fields, select Add a field. Type the field's name as it is in SendGrid — for example city — and in Value what goes in it. By their name in SendGrid.
  6. Optional: in Add to list, choose a list. The list reads Loading your lists… first; each shows how many contacts it has, such as Newsletter · 1240 contacts.
  7. Select Run this step to try it.

Remove a contact from a list:

  1. In the step picker, open Apps, select SendGrid, then Remove a contact from a list.
  2. In Connection, choose your SendGrid connection.
  3. In List, choose the list.
  4. In Email, the contact's address.
  5. Select Run this step to try it.

Output

Add or update a contact:

Field What it is
jobId SendGrid's id for the change. SendGrid makes it a few minutes later, not at once.
email The address, as written in Email.

Remove a contact from a list:

Field What it is
removed True when the contact was taken off the list; false when SendGrid found no contact with that address.
email The address.
contactId SendGrid's id for the contact, when it was found.

Good to know

  • SendGrid adds and updates contacts in the background. The step succeeds when SendGrid takes the change; the contact appears in SendGrid a few minutes later. A contact added a moment ago may not be found yet by Remove a contact from a list.
  • The email address is the contact. Running it again for the same address updates the contact rather than adding a second one. Empty First name and Last name leave what SendGrid has.
  • Removing from a list keeps the contact in SendGrid, and on any other list.
  • Runs once per item — one contact each time.

If something goes wrong

What you see Why What to do
SendGrid has no custom field named city. A name under Custom fields is not a field in SendGrid. Use the field's name exactly as SendGrid shows it, or make the field in SendGrid.
SendGrid refused: … SendGrid turned the change away, in its own words — often an address it does not accept. Check Email and the values.
SendGrid refused: … Check the connection's details on Connections. The key was deleted, or it has no Marketing permission. Give the key Marketing in SendGrid, or reconnect with a new key.
Email is empty when the step ran — an earlier step may not have given the value it names. The value came out empty. Check the value it reads.
Nothing to pick — "SendGrid has no contact lists yet. Make one under Marketing › Contacts, then Refresh." There are no lists. Make one in SendGrid, then Refresh.
Could not load the lists SendGrid did not give the list, in its own words. "What you set here is kept." Select Try again, or Reconnect if offered.