Add or update a contact in HubSpot 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.

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  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.

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  In the client’s HubSpot: Settings → Integrations → Private Apps (Legacy apps) → Create → scopes crm.objects.contacts.write, and for the triggers crm.objects.contacts.read, crm.objects.deals.read and tickets → copy the access token. A private app needs no HubSpot review.

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 HubSpot, for “Add or update a contact”
3. Confirm with the client: Click tracking is on in the client’s SendGrid: an untracked link sends no click.