Send Formstack Leads to SendGrid Automatically Using Pabbly Connect

Learn how to automate sending Formstack leads to SendGrid using Pabbly Connect. Step-by-step tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process of sending Formstack leads to SendGrid, you first need to access Pabbly Connect. Open your browser and type in the URL for Pabbly’s official website.

Once there, navigate to the products section and click on Pabbly Connect. If you are a new user, sign up for a free account, which allows you to complete 100 tasks monthly. Existing users can simply log in to their accounts to access the dashboard.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you will need to create a new workflow for sending Formstack leads to SendGrid. Click on the plus sign to create a new workflow and name it appropriately.

• Click on ‘Create Workflow’.
• Enter a name for your workflow, such as ‘Send Formstack Leads to SendGrid’.
• Click on the ‘Create’ button to proceed.

Next, you will see a trigger window and an action window. In the trigger window, select Formstack as your application and choose the event ‘New Form Submission’. This sets up the trigger that will initiate the workflow.

3. Connecting Formstack to Pabbly Connect

To connect Formstack to Pabbly Connect, click on the connect button in the trigger window. You will be prompted to authorize the connection. Make sure you are logged into your Formstack account before proceeding.

Once authorized, select the specific form you want to use for this integration. For example, if you have a lead form, select it from the list of available forms. After selecting the form, click on ‘Save’ and then send a test request to capture the response.

4. Setting Up the SendGrid Integration

With Formstack connected, the next step is to integrate SendGrid. In the action window of Pabbly Connect, search for SendGrid and select the action event ‘Add or Update a Contact’. Click on connect to establish the connection.

• Generate an API key in your SendGrid account under settings.
• Copy the API key and paste it into Pabbly Connect as a token.
• Select the contact list where you want to add the new leads.

After successfully connecting SendGrid, you will need to map the fields from the Formstack submission to the SendGrid contact fields, such as first name, last name, and email address. Once mapped, click on ‘Save’ and send a test request to verify the integration.

5. Testing the Integration

To ensure that the integration between Pabbly Connect, Formstack, and SendGrid is working correctly, perform a test submission through your Formstack form. Fill in the required fields and submit the form.

After submission, return to Pabbly Connect and check if the new contact appears in your SendGrid contact list. Refresh the list to see the newly added contact with the details you submitted in the form.

This confirms that the integration is functioning as intended, automatically adding new contacts from Formstack to SendGrid without any manual intervention.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of sending Formstack leads to SendGrid. By following these steps, you can streamline your lead management and ensure that every submission is promptly added to your email marketing platform.

Utilizing Pabbly Connect for this integration not only saves time but also enhances your marketing efforts by keeping your contact lists updated automatically.