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How to Connect Facebook with SendGrid

How to Connect Facebook with SendGrid

How to Connect Facebook with SendGrid

The integration will allow you to get new leads from Facebook and transfer them to SendGrid for add contacts. This way you can automate the process of processing data from the Facebook using SendGrid as efficiently as possible.

Let's go through the entire Facebook with SendGrid setup steps together!

Navigation:
1. What will integration Facebook with SendGrid do?
2. How to connect Facebook account?
3. How to connect SendGrid account?
4. How to setup data transfer from Facebook to SendGrid?
5. An example of the data that will be sent to your SendGrid.
6. Auto-update.


To start setup new connection, click "Create connection".

How to Connect Facebook  with SendGrid | Create connection

Select a system as the Data Source. In this case, you must specify the Facebook.

How to Connect Facebook with SendGrid | Data Source system selection

Next, you need to specify the system to which the data from the Facebook will be transferred. In this case, you must specify SendGrid.

How to Connect Facebook with SendGrid | Data Destination system selection

The next step is to select Facebook account from which SaveMyLeads get leads.

If there are no accounts connected to the system, click "Connect account".

Enter your email and password and give all access to work with this account.

How to Connect Facebook  with SendGrid | Data Source account connection
How to Connect Facebook with SendGrid | Data Source account connection
How to Connect Facebook with SendGrid | Data Source account connection

When the connected account is displayed in the "active accounts" list, select it for further work.

Attention! If your account is in the "inactive accounts" list, check your access to this account!

How to Connect Facebook with SendGrid | Data Source account connection

Select the Advertising Account and Page from the drop-down list and click Continue.

How to Connect Facebook with SendGrid | Data Source account connection
How to Connect Facebook  with SendGrid | Data Source account connection

The next step is to select SendGrid account to which leads will be sent.

If there are no accounts connected to the system, click "Connect account".

How to Connect Facebook with SendGrid | Data Destination account connection

In the window that opens, you need to fill in the "API key" field, which is located in your SendGrid account (click on the Settings - API Keys - Create API Key).

Select Full Access and click Create & View. Copy the API Key and paste it into the corresponding field in SaveMyLeads.

How to Connect Facebook with SendGrid | Data Destination account connection
How to Connect Facebook with SendGrid | Data Destination account connection
How to Connect Facebook with SendGrid | Data Destination account connection
How to Connect Facebook with SendGrid | Data Destination account connection

When the connected account is displayed in the "active accounts" list, select it for further work.

Attention! If your account is in the "inactive accounts" list, check your access to this account!

How to Connect Facebook  with SendGrid | Data Destination account selection

Now you need to assign variables to the required fields to send data to SendGrid.

First you need to choose List SendGrid, to which SaveMyLeads will send lead data.

Select the required Facebook data, click on the parameter and it will be assigned to the selected SendGrid field.

How to Connect Facebook  with SendGrid | Assigning fields
How to Connect Facebook with SendGrid | Assigning fields

In this section, the fields will be assigned according to the template. You can completely change it or leave it as is.

Click "Continue" when you're done with assigning fields.

How to Connect Facebook with SendGrid | Assigning fields
How to Connect Facebook  with SendGrid | Assigning fields

Now you can see Test data.

Click "Send test data to SendGrid" and check your SendGrid contacts.

If something does not suit you, click "Back" and go back one step.

In order for data from Facebook to be transferred multi-venously to SendGrid, click "Finish setup".

How to Connect Facebook with SendGrid | Test data

On the main screen, click on the gear icon to select name of the connection and select a group for it, if necessary.

How to Connect Facebook  with SendGrid | Name and group connection

When the slider is in the position as shown in the picture - auto-update works. If you want to disable communication, click this slider.

How to Connect Facebook with SendGrid | Enable auto-update

This completes the integration setup between Facebook and SendGrid! See how easy it is!?

Now you don't have to worry, SaveMyLeads will do everything on its own!