Integrate SendGrid with Cognito Forms Using Pabbly Connect

Learn how to integrate SendGrid with Cognito Forms using Pabbly Connect. Step-by-step tutorial on adding subscribers automatically with every form submission. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating SendGrid with Cognito Forms, you need to access Pabbly Connect. Begin by visiting the Pabbly Connect website at Pabbly.com/connect.

Once there, if you are an existing user, click on the ‘Sign In’ button. If you’re new, click ‘Sign Up for Free’ to create an account, which gives you 100 free tasks to start with. After signing in, you will be directed to the dashboard where you can create a new workflow.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow something like ‘Cognito Forms to SendGrid Integration’ to reflect its purpose. using Pabbly Connect

Next, you will see options for setting up a trigger and an action. For this integration, select Cognito Forms as the trigger application. The trigger event will be ‘New Entry’, which is activated every time a new submission is made on your Cognito Form.

3. Setting Up Cognito Forms for Pabbly Connect

After selecting Cognito Forms as your trigger, you will receive a webhook URL from Pabbly Connect. Copy this URL as it will be used to connect Cognito Forms to Pabbly Connect.

Now, log into your Cognito Forms account. Open the form you want to integrate and navigate to the ‘Submission Settings’. Here, enable the ‘Post JSON Data’ option and paste the copied webhook URL into the designated field. Finally, click ‘Save’ to complete the setup.

4. Testing the Integration with Pabbly Connect

Once your Cognito Forms setup is complete, return to Pabbly Connect. The platform will indicate that it is waiting for a webhook response, meaning it’s time to test the integration. using Pabbly Connect

To do this, go back to your Cognito form and publish it if you haven’t already. Copy the Pabbly URL of the form, open it in a new tab, and fill out the form with test data. Submit the form to generate a new entry. Pabbly Connect will now capture this submission as a webhook response.

• Open the Cognito Forms link in a new tab.
• Fill in the required fields such as name, email, etc.
• Click on the submit button.

Once the form is submitted, check back in Pabbly Connect to see if the webhook response has been received successfully, indicating that the integration is working correctly.

5. Adding Subscribers to SendGrid

Now that Pabbly Connect has captured the submission, the next step is to set up SendGrid as the action application. Select SendGrid and choose the action event ‘Add or Update a Contact’. This action will create a new subscriber in SendGrid based on the data received from Cognito Forms. using Pabbly Connect

To connect Pabbly Connect with your SendGrid account, you will need an API key. Log into your SendGrid account, navigate to ‘Settings’, and then ‘API Keys’. Create a new API key with full access and copy it. Go back to Pabbly Connect, paste the API key, and click ‘Save’. Next, map the data fields from the Cognito Forms submission to the corresponding fields in SendGrid, ensuring that all necessary information is included.

Conclusion

Integrating SendGrid with Cognito Forms using Pabbly Connect allows for seamless subscriber management. Each time a form is submitted, the subscriber is automatically added to SendGrid, streamlining your communication processes. Follow these steps to enhance your workflow efficiency.