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SendGrid API key + scopes

After authenticating the domain and setting up SPF, the last step is generating a SendGrid API key and pasting it into RocketLead’s integration configuration. The key authorizes RocketLead to call SendGrid on the customer’s behalf.

The key must have exactly the right scopes — too few breaks sending, too many is a security overreach.

In SendGrid: Settings → API Keys → Create API Key.

FieldValue
NameUse the customer’s name (e.g. “Studio Example”) so you can find it later in audits
API Key PermissionsRestricted Access — not “Full Access”

Picking “Restricted Access” reveals a list of permission categories. You need exactly two:

  • Mail SendFull Access (the middle column setting)
  • Sender AuthenticationRead Access (the middle column setting)

Leave everything else at “No Access”.

ScopeWhy it’s needed
Mail Send: Full AccessLets RocketLead actually send email. Without this, every automation email fails.
Sender Authentication: Read AccessLets RocketLead validate that the sender addresses (info@, noreply@) belong to authenticated domains before sending. Without this, the integration’s “Verify connection” step fails.

Anything more (Stats, Suppressions, Webhooks, etc.) is unnecessary — RocketLead doesn’t use them. Granting them widens the blast radius if the key ever leaks.

Step 2 — Copy the key (it’s shown once)

Section titled “Step 2 — Copy the key (it’s shown once)”

After clicking Create, SendGrid shows the API key once. Copy it immediately to a secure store — you can’t retrieve it later, only regenerate.

In the RocketLead console: Settings → Integrations → SendGrid. A two-step wizard:

Step 1 — paste the API key. RocketLead verifies it by calling SendGrid’s API and then surfaces the list of verified sender addresses in your authenticated domains.

Step 2 — pick which of those addresses to register on this integration. The set is stored as a flat list (integrationData.emails); there’s no fixed pair, you can register as many as you want. The conventional minimum:

Click Save. The key is encrypted server-side. After save, the registered sender list is displayed on the integration card under “Konfigurierte E-Mail-Adressen”.

The console surface for editing an existing SendGrid integration is currently minimal — there’s no in-place “edit senders” UI. To change the registered set, delete the integration and recreate, or have an operator update integrationData.emails directly in the database.

The conservative approach is to register both info@ and noreply@ upfront so you don’t have to revisit this.

If the key ever leaks or needs to be rotated:

  1. Revoke the old key in SendGrid (Settings → API Keys → …).
  2. Generate a new key with the same scopes.
  3. Update the key in RocketLead’s integration config (the existing senders carry over).

You should never store the key in any place other than the customer’s password manager and the encrypted store inside RocketLead’s integration config.

The current model is an interim — see the shared-SendGrid model and migration plan (gated) for what’s coming. Short version: RocketLead is moving to AWS SES with native multi-tenant separation, at which point the API key handoff goes away and the integration becomes click-once.

You’ve covered email setup. Move on to Forms for the final setup section.