Add or update a person in Attio when a link in an email is clicked in SendGrid

What each client fills in

Nothing to fill in. It needs the accounts it connects to, set up as its checklist says.

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

• 

  SendGrid → Settings → API Keys → Create API Key with Mail Send access; for the triggers, also the Event Webhook settings permission (user.webhooks.event.settings.read and user.webhooks.event.settings.update), or Full Access. The From address must be a verified sender.

• Attio

  In the client’s Attio: Workspace settings → Developers → New integration → scopes record_permission read-write and object_configuration read → copy the access token.

After you install it

It lands switched off. The client’s checklist holds exactly this:

1. Connect the client’s SendGrid, for “A link in an email is clicked”
2. Connect the client’s Attio, for “Add or update a person”
3. Confirm with the client: Click tracking is on in the client’s SendGrid: an untracked link sends no click.