HubSpot + SendGrid integration

Plandalf does not connect HubSpot and SendGrid to each other and has no native step for either. What it does: a Send Webhook step can post a checkout event to HubSpot's or SendGrid's API, a HubSpot workflow can call a Plandalf catch URL, and countdown images work in HubSpot emails and SendGrid templates. Check each vendor's docs for any direct link.

1. Create the credentials

   In HubSpot create a private app with contact write access. In SendGrid create an API key with the permissions the endpoint needs, which SendGrid's reference page does not list, so check its docs.

2. Start one sequence on Checkout Completed

   Pick your offer under Automation, My Sequences, and choose a recent checkout as the sample on the Test tab.

3. Add the HubSpot call

   Add Send Webhook with POST, the HubSpot batch upsert URL, Authorization: Bearer plus your token, and a payload keyed on {{trigger.customer_email}}.

4. Add the SendGrid call

   Add a second Send Webhook to SendGrid's Mail Send URL with a bearer key. Set template_id to a dynamic template starting d-, and put {{trigger.customer_email}} and the order summary into dynamic_template_data.

5. Add the countdown to an email

   Create a promo, copy its countdown image tag, and paste it into the HubSpot HTML module or the SendGrid template. Use each tool's own recipient token for the ref.

6. Test each destination alone

   Run each step's test with your own address and read the response, because the two APIs accept different bodies. Then buy with a Stripe test card and check both.

• HubSpot lists its Send a webhook workflow action for Data Hub Professional and Enterprise. Plandalf's HubSpot page says Marketing Hub, so rely on HubSpot's own statement.
• SendGrid's marketing contacts endpoint is asynchronous, so a 202 answer means a job was accepted. Check the job status in SendGrid.
• A SendGrid dynamic template with its own subject and content overrides the subject and content in the request.
• Plandalf's Send Webhook is a plain HTTP request with a 30 second reply window, so large or slow work belongs in your own endpoint.

Does HubSpot integrate with SendGrid?

Plandalf does not connect them. Check HubSpot's app marketplace and SendGrid's documentation for a direct integration; Plandalf works with each separately.

How do I connect SendGrid to HubSpot with Plandalf?

You cannot link the two through Plandalf. You can send the same checkout event to both with two Send Webhook steps, each with its own API key.

Can a Plandalf countdown appear in HubSpot and SendGrid emails?

Yes. HubSpot takes an image tag in an HTML module, and SendGrid takes one in a dynamic template, as long as the send supplies the recipient's email for the ref value.

Checked October 26, 2026 against Plandalf's own setup guides and the vendor documentation: HubSpot CRM API: contacts, HubSpot: use webhooks with workflows, SendGrid API: add or update a contact, SendGrid API: mail send.