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SendGrid

Connect SendGrid Marketing so approved affiliates land in a contact list automatically.

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Rekomi's SendGrid integration adds every approved affiliate to a SendGrid Marketing Campaigns contact list.

What syncs

When an affiliate is approved (or, optionally, when they apply), Rekomi calls PUT /v3/marketing/contacts with list_ids + contact data. SendGrid responds with 202 Accepted + a job_id; Rekomi then polls GET /v3/marketing/contacts/imports/{job_id} up to 5 times (2s intervals) to confirm the import completed before marking the sync Succeeded.

This async-then-poll pattern prevents the "code says Succeeded but contact never appeared" failure mode where 202 + a later silent worker failure would otherwise hide a real problem. If the job is still pending after the 10-second poll budget, the sync is marked Succeeded anyway with a warning logged: the PUT was accepted and the upsert is safe to repeat, so treating a slow import as a failure would only produce false Failed jobs and duplicate re-imports.

Finding your API key

In SendGrid:

  1. Settings → API Keys → Create API Key.
  2. Choose Restricted Access and enable Marketing - Read + Marketing - Write.
  3. Save and copy the key. It starts with SG. and is shown once.

Connecting SendGrid in Rekomi

  1. Go to Integrations in the dashboard sidebar.
  2. Click the SendGrid card.
  3. Paste your API key. Click Connect.
  4. Rekomi runs a test call against GET /v3/scopes to verify the key + permissions.

The SendGrid connect form in Rekomi with the API key input and Connect button

Tags

SendGrid has no native tags concept. Rekomi ignores the tags array on subscribe (SendGrid uses lists + custom_fields for segmentation). If you want tag-like behavior, create dedicated lists in SendGrid and pin per-campaign overrides to them.

Referred customers and leads (optional)

Turn on Sync referred customers and leads on the integration page and every sale or lead Rekomi attributes to an affiliate is written to SendGrid as well, matched on email so existing contacts are updated, not duplicated. Each one carries:

  • custom fields rekomi_referral_link, rekomi_campaign, rekomi_referring_affiliate, rekomi_referring_affiliate_code, rekomi_last_event, rekomi_last_sale_amount, created on first use
  • no tags (SendGrid has none); segment on rekomi_last_event
  • Affiliates synced by the section above also get Rekomi referral link, Rekomi campaign and Rekomi affiliate status in the same fields, so you can merge a partner's link into your emails.

Refunded, denied and fraud-quarantined conversions are never pushed, and imported historical conversions are skipped. It is off by default.

When sync fires

  • Default: only Approved affiliates sync.
  • Optional: turn on "Include applicants before approval" to also sync Pending.

Per-campaign overrides

Each campaign can override the account-level configuration. From a campaign's detail page, open the Settings tab and scroll to the CRM sync for this campaign section.

Per-affiliate sync visibility

Open any affiliate's detail page. The CRM sync panel shows the per-CRM status. Resync clears prior jobs and re-fires the sync.

Troubleshooting

  • sendgrid_no_job_id, 202 response missing job_id. Treated as Retrying so worker re-fires.
  • sendgrid_job_errored / sendgrid_job_failed, Import job reported failure. Inspect SendGrid's "Activity" tab for import errors.
  • Sync shows Succeeded but the contact takes a minute to appear, The import job outlived Rekomi's 10s poll window; SendGrid finishes it shortly after. The upsert is safe to repeat, so nothing is lost.
  • 401, API key invalid or missing Marketing scopes. Regenerate with the correct restrictions. Repeated auth failures mark the integration "action needed" and trigger a reconnect email; after fixing the key, use Resync all on the Failed tile.

Disconnecting

From the SendGrid connect page, click Disconnect. Integration row + per-campaign overrides are deleted. Sync history is preserved.


See the sendgrid integration overview on the marketing site for use-cases, persona fit, and unique automation patterns.