Post a message in Slack when a link in an email is clicked in SendGrid

What each client fills in

Slack: Channel

For example #leads or C0123456789

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.

• 

  In the client’s Slack: api.slack.com/apps → Create New App → OAuth & Permissions → add the chat:write scope (and channels:history, plus groups:history for a private channel, for the message trigger) → Install to Workspace → copy the Bot User OAuth Token. Invite the app to the channel.

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 Slack, for “Post a message”
3. Fill in Slack: Channel (For example #leads or C0123456789)
4. Confirm with the client: Click tracking is on in the client’s SendGrid: an untracked link sends no click.