Integrating Cognito Forms with SendGrid Using Pabbly Connect

Learn how to integrate Cognito Forms with SendGrid using Pabbly Connect for seamless contact management. Step-by-step guide with detailed instructions. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, you first need to access the platform. Visit the Pabbly website and sign in to your account. If you’re a new user, sign up for free to get started. This allows you to create automation workflows without any coding skills.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can find all your workflows. Click on the ‘Create Workflow’ button to begin the process of integrating Cognito Forms with SendGrid. This step is crucial as it sets the foundation for your automation.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow using Pabbly Connect. After clicking ‘Create Workflow,’ provide a name for your workflow, such as ‘Create or Update SendGrid Contact on Cognito Form Submission.’ Select the appropriate folder for organization.

• Name your workflow appropriately.
• Choose a folder to save your workflow.
• Click ‘Create’ to proceed.

After creating the workflow, you will see two boxes labeled ‘Trigger’ and ‘Action.’ The trigger is the event that starts the automation. In this case, you will select Cognito Forms as your trigger application and set the event to ‘New Entry.’ This setup ensures that every time a new form is submitted, the automation will be activated.

3. Connecting Cognito Forms to Pabbly Connect

To connect Cognito Forms with Pabbly Connect, you need to set up a webhook URL. This URL acts as a bridge between the two applications. Copy the webhook URL provided in Pabbly Connect and go to your Cognito Forms account.

In your Cognito Forms, navigate to the form settings and find the option to post JSON data to a URL. Replace any existing webhook URL with the one from Pabbly Connect and save your changes. This step is essential for capturing form submissions and sending them to Pabbly Connect.

• Open your Cognito Forms account.
• Navigate to the form settings.
• Paste the webhook URL from Pabbly Connect and save.

After saving, return to Pabbly Connect, where it will indicate that it is waiting for a webhook response. To test the connection, fill out and submit a form in Cognito Forms. If the response appears in Pabbly Connect, the connection is successful.

4. Setting Up SendGrid Integration with Pabbly Connect

Now that you have connected Cognito Forms to Pabbly Connect, the next step is to set up the action application, which is SendGrid. Select SendGrid as your action application and choose the event ‘Add or Update Contact.’ This action will create a new contact in SendGrid whenever a new form submission occurs.

To connect SendGrid with Pabbly Connect, you will need your SendGrid API key. Log in to your SendGrid account, navigate to Settings, and find API Keys. Create a new API key, copy it, and paste it into Pabbly Connect to establish the connection.

Log in to your SendGrid account. Navigate to Settings and create a new API key. Copy and paste the API key into Pabbly Connect.

Once the connection is established, map the fields from the Cognito Forms response to the corresponding fields in SendGrid. This ensures that the data collected from the form is accurately reflected in your SendGrid account.

5. Testing the Integration and Finalizing Setup

After mapping the fields, you can test the integration using Pabbly Connect. Click on ‘Save and Send Test Request’ to check if the data is correctly sent to SendGrid. If successful, you will see a confirmation message indicating that the contact has been created.

To verify, log in to your SendGrid account and navigate to the contacts section. Refresh the page to see the newly created contact from the form submission. This step ensures that your integration is working seamlessly, automating the process of managing your contacts.

In summary, you have successfully integrated Cognito Forms with SendGrid using Pabbly Connect. This automation simplifies your workflow and ensures that every new form submission is captured as a contact in SendGrid, allowing for efficient contact management.

Conclusion

In this tutorial, we demonstrated how to integrate Cognito Forms with SendGrid using Pabbly Connect. By following these steps, you can automate contact management efficiently, ensuring every form submission is captured accurately.