Automate Your Lead Management: Integrate Google Forms with SendGrid Using Pabbly Connect

Learn how to automate your lead management by integrating Google Forms with SendGrid using Pabbly Connect. Follow our step-by-step tutorial for seamless automation. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Automation

Pabbly Connect is a powerful automation tool that allows you to integrate various applications seamlessly. In this tutorial, we will learn how to create or update SendGrid contacts based on Google Forms submissions using Pabbly Connect.

As an owner of an online fashion store, automating lead management is crucial. Using Google Forms, you can collect customer details, and with Pabbly Connect, you can automatically add these leads to your SendGrid account, saving time and reducing manual effort.

2. Setting Up Your Pabbly Connect Account

To begin, you need to access your Pabbly Connect account. If you are a new user, you can sign up for free and get 100 free tasks every month. For existing users, simply log in to your account.

Once logged in, you will see various applications. Click on the Pabbly Connect icon to access the dashboard. Here are the steps to create your workflow:

• Click on the ‘Create Workflow’ button.
• Name your workflow, for example, ‘Create or Update SendGrid Contact on Google Form Submission.’
• Select a folder to save your workflow, such as ‘Google Forms Automations.’

After naming your workflow and selecting a folder, click on the ‘Create’ button to finalize the setup. Your workflow is now ready for further configuration.

3. Connecting Google Forms with Pabbly Connect

The next step involves setting up the trigger for your workflow. Select Google Forms as your trigger application in Pabbly Connect. The trigger event will be ‘New Response Received,’ which captures data from form submissions.

To connect Google Forms to Pabbly Connect, you will receive a unique webhook URL. Copy this URL and follow these steps:

• Open your Google Form and go to the ‘Responses’ section.
• Click on ‘Link to Sheets’ to create a new spreadsheet for responses.
• Go to ‘Extensions’ > ‘Add-ons’ > ‘Get Add-ons’ to install the Pabbly Connect Webhooks add-on.

After installing the add-on, go back to ‘Extensions’ and select ‘Pabbly Connect Webhooks’ to perform the initial setup. Paste the webhook URL and set the trigger column to the final data column (Column E). Click ‘Submit’ to complete the setup.

4. Testing the Integration with a Sample Submission

With the trigger set up, it’s time to test the integration. Go back to your Google Form and perform a test submission. Fill in the details such as first name, last name, email, and phone number, then click the submit button.

Once the test submission is complete, check your linked Google Sheets to confirm that the response has been recorded. You should see the details populated in the spreadsheet. Now, return to Pabbly Connect to verify that the response has been captured in your workflow.

To check this, refresh your Pabbly Connect dashboard. You should see the captured response, confirming that the integration is working correctly. This means that every new form submission will automatically trigger the addition of a new contact in SendGrid.

5. Creating or Updating SendGrid Contacts

Now that the trigger is set, we need to set up the action step to create or update contacts in SendGrid. Select SendGrid as your action application in Pabbly Connect and choose the action event as ‘Add or Update a Contact.’

To connect SendGrid to Pabbly Connect, you will need to provide an API key. Go to your SendGrid account, navigate to ‘Settings’ > ‘API Keys,’ and create a new API key with full access. Copy this key and paste it into Pabbly Connect.

Next, select the list where you want to add the contact, such as ‘Google Forms Leads.’ Map the fields from the previous step (Google Forms) to SendGrid, including first name, last name, email, and phone number. Finally, click ‘Save and Send Test Request’ to complete the process. If successful, you will see the new contact added to your SendGrid account.

Conclusion

In this tutorial, we demonstrated how to automate the process of creating or updating SendGrid contacts using Google Forms submissions with Pabbly Connect. This integration streamlines your lead management, saving you time and ensuring accuracy in your email marketing efforts.

By following these steps, you can easily set up similar automations for other applications, enhancing your workflow efficiency. Start using Pabbly Connect today to simplify your business processes!