SendGrid

The Edgewise SendGrid integration enables the ability to sync project leads to SendGrid marketing lists. Using the fields that Edgewise syncs to SendGrid, you can then create segments; which will dynamically update as the fields in Edgewise change.

For example, you might create a "local leads" segment within the "Acme Condos" marketing list that contains all leads less than 20 miles from the project. Multiple fields can be used together. For example, a "warm leads interested in 3 bedrooms".

Edgewise syncs leads to SendGrid every 60 minutes.

Standard fields that are sent:

Field
`email`
`first_name`
`last_name`

In addition to the standard SendGrid fields that are sent, Edgewise also sends the following custom fields:

Field	Type	Notes
`status`	String	An Edgewise lead status (eg, `WARM`)
`is_agent`	Boolean	`TRUE` \| `FALSE`
`source`	String	An Edgewise lead source
`secondary_source`	String	Custom project sources (eg, `Broker event`)
`tags`	String	Comma delimited tags (eg, `foo, bar`)
`inserted_at`	Date
`min_price_preference`	Number
`max_price_preference`	Number
`bedroom_preferences`	String	Comma delimited bedroom preferences (eg, `BD_3, BD_4`)
`distance_in_miles`	Number
`distance_in_kilometers`	Number
`appointments_count`	Number
`last_appointment_at`	Date	(eg, `2022-12-15`)

If you need additional fields, please contact support@edgewise.io with your use-case.