Check the contact before chasing the campaign.
Confirm whether the exact email is present as a Marketing Contact. Keep the customer conversation open while you investigate in SendGrid.
Useful context. Right beside the work.
What connects
Matching contact name and presence
Make SendGrid part of the workflow.
Use a key with Marketing Contacts read access.
- 01
Match the customer
Open the customer conversation and use the exact email associated with their provider record.
- 02
Inspect the email record
Establish whether the address exists in the connected SendGrid account before starting a separate delivery investigation.
- 03
Check delivery separately
A contact lookup is not proof that an email was delivered. Review the relevant message or event in SendGrid when the customer reports missing email.
Agent-only, read-only lookup. It does not grant customer-facing AI permission to expose private records or change consent, issue refunds or edit accounts.
Check the result, end to end.
Test one known email, one unknown email and a disconnected or expired credential. An incomplete or failed lookup must not be read as proof that the customer has no record.