Configure Twilio SendGrid SMTP

Connect Twilio SendGrid so UpForm can send admin notifications, customer emails, verification emails, and follow-ups through your SendGrid account.

This guide covers the email provider connection. To sync form submissions to a SendGrid contact list, see Twilio SendGrid.

Watch the Twilio SendGrid SMTP setup video.

Before you begin

• You need a SendGrid account.
• In UpForm, the email provider is labeled Twilio SendGrid.
• Custom providers are managed under Settings → Email configuration → Custom email providers. You can also start from a form’s Email → SMTP section with Add provider.

Create a SendGrid API key

1. Sign in to your SendGrid dashboard.
2. Go to Settings → API Keys.
3. Click Create API Key.
4. Enter an API Key Name (for example, UpForm Notifications).
5. Choose Full Access, or Restricted Access with at least Mail Send permission.
6. Click Create & View.
7. Copy the key immediately. SendGrid typically shows it only once.

Add Twilio SendGrid in UpForm

1. In UpForm, open Settings → Email configuration → Custom email providers.
2. Click Add email provider.
3. Under Select provider, choose Twilio SendGrid.
4. Enter a Title for this connection.
5. Enter the SMTP details SendGrid requires (for example, host smtp.sendgrid.net, username apikey, and your API key as the password), plus port and encryption as shown in the form.
6. Enable Active, then click Save.

You can also open Add provider from a form’s Email → SMTP section.

Test the connection

1. Use Send test email in UpForm if it is available for the provider.
2. Confirm the test message arrives.
3. Optionally check SendGrid’s Activity feed for delivery status.

Optional: Authenticate your domain

To improve deliverability:

1. In SendGrid, go to Settings → Sender Authentication.
2. Authenticate your sending domain and add the DNS records your provider shows.
3. Wait until verification completes.

If this does not work as expected, Contact for help.