Integrate SendGrid with Contact Form 7 Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate the creation and updating of SendGrid contacts using Pabbly Connect and Contact Form 7 in this detailed tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by visiting its official website. If you’re a new user, you can sign up for a free account, which allows you to perform 100 tasks each month.

Once signed in, you will see the dashboard with various Pabbly applications. Click on the ‘Access Now’ button for Pabbly Connect to start creating your automation workflow.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, you need to create a workflow that will handle the integration between Contact Form 7 and SendGrid. Click on the ‘Create Workflow’ button at the top right corner of the dashboard.

• Provide a name for your workflow, such as ‘Create or Update SendGrid Contact on Contact Form 7 Submission’.
• Select a folder to save your workflow, like ‘SendGrid Automations’.
• Click on the ‘Create’ button to establish the workflow.

Once created, you will see two sections: Trigger and Action. The Trigger captures the event from Contact Form 7, while the Action sends the data to SendGrid using Pabbly Connect.

3. Setting Up the Trigger with Contact Form 7

For the Trigger application, select ‘Contact Form 7’ from the dropdown. Choose the event as ‘New Form Submission’. This will allow Pabbly Connect to capture responses whenever a form is submitted.

After selecting the trigger, Pabbly Connect provides you with a webhook URL. Copy this URL as it will be used to connect your Contact Form 7 to Pabbly Connect.

• Log into your Contact Form 7 account.
• Go to the form you want to connect and navigate to the ‘Webhook’ section.
• Paste the webhook URL and save the changes.

After setting this up, return to Pabbly Connect and test the connection by submitting a test form.

4. Setting Up the Action to Add or Update SendGrid Contact

Now that the trigger is set up, it’s time to configure the Action. For the Action application, select ‘SendGrid’ and choose the event as ‘Add or Update a Contact’. This action will allow Pabbly Connect to create or update contacts in your SendGrid account based on the form submissions.

Click on the ‘Connect’ button and enter your SendGrid API key to establish the connection. You can create this key in your SendGrid settings under the API Key section.

Provide a name for the API key, such as ‘Contact Created’. Set the permissions to full access and generate the key. Copy this key back to Pabbly Connect.

After connecting, select the list where you want to add the contact in SendGrid, and map the fields from the Contact Form 7 submission to the corresponding fields in SendGrid.

5. Testing the Integration with Pabbly Connect

To ensure everything is working, submit a test entry through your Contact Form 7 form. Once the submission is successful, check Pabbly Connect to see if the data has been captured correctly.

After confirming that Pabbly Connect has received the response, go to your SendGrid account and refresh the contacts list. You should see the new contact created with the details submitted in the form.

This complete integration allows you to automate the process of adding contacts to SendGrid without manual entry, making your workflow efficient and error-free. By using Pabbly Connect, you have seamlessly connected Contact Form 7 to SendGrid.

Conclusion

In this tutorial, we explored how to automate the creation and updating of SendGrid contacts using Pabbly Connect with Contact Form 7 submissions. This integration streamlines your workflow and ensures accurate lead management.