Integrate Gravity Forms with SendGrid Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate the creation and updating of SendGrid contacts from Gravity Forms submissions using Pabbly Connect. Follow our detailed tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

1. Overview of Pabbly Connect for Gravity Forms and SendGrid Integration

Pabbly Connect is a powerful automation platform that allows you to integrate various applications seamlessly. In this tutorial, we will focus on how to use Pabbly Connect to create or update SendGrid contacts whenever a new Gravity Forms submission occurs. This integration is crucial for maintaining an updated email list without manual input.

By automating this process, you can save time and ensure that your email marketing campaigns are always targeting the latest leads. With Pabbly Connect, you can connect Gravity Forms directly to SendGrid, allowing for efficient data transfer and management.

2. Setting Up Pabbly Connect for Automation

To get started, sign in to your Pabbly Connect account. If you are a new user, you can sign up for free and get free tasks every month. Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button located in the top right corner.

• Click on ‘Create Workflow’.
• Enter a name for your workflow (e.g., ‘Create or Update SendGrid Contact on Gravity Forms Submission’).
• Select a folder to save your workflow.

After filling in these details, click on the ‘Create’ button to set up your workflow. This will initialize the automation process, allowing you to define triggers and actions.

3. Defining Trigger and Action in Pabbly Connect

In your newly created workflow, you will see two sections: Trigger and Action. The trigger is the event that starts the automation, while the action is what happens as a result. For this integration, select ‘Gravity Forms’ as your trigger application and choose ‘New Response’ as the trigger event. using Pabbly Connect

Pabbly Connect will provide you with a webhook URL, which you need to copy. This URL will be used to connect your Gravity Forms to Pabbly Connect.

• Copy the webhook URL provided by Pabbly Connect.
• Open your Gravity Forms account and edit the form you want to connect.
• Go to the settings and select the Webhooks section to add a new webhook.

Paste the webhook URL in the request URL field, set the request method to POST, and select JSON as the request format. After saving the settings, your Gravity Forms will be ready to send data to Pabbly Connect.

4. Testing the Integration Between Gravity Forms and SendGrid

Once you have configured the webhook in Gravity Forms, it’s time to test the integration. Go back to your Pabbly Connect workflow and click on the ‘Test Form Submission’ button. Fill in the form with dummy data to simulate a real submission. using Pabbly Connect

After submitting the form, Pabbly Connect will capture the response. You should see the lead information displayed in the workflow. This confirms that Gravity Forms is successfully sending data to Pabbly Connect.

Fill in the form fields with dummy lead data. Submit the form and wait for the response in Pabbly Connect. Check the captured response for accuracy.

Once the response is verified, you can proceed to set up the action step that will create or update the contact in SendGrid.

5. Creating or Updating Contacts in SendGrid

For the action step, select ‘SendGrid’ as your action application and choose ‘Add or Update Contact’ as the action event. Click on the ‘Connect’ button to establish a connection between Pabbly Connect and your SendGrid account. using Pabbly Connect

You will need to provide your SendGrid API key to complete the connection. To obtain the API key, log in to your SendGrid account, navigate to the settings, and create a new API key with full access.

Generate a new API key in SendGrid. Copy the API key and paste it into Pabbly Connect. Map the fields from the Gravity Forms submission to the corresponding fields in SendGrid.

Once you have mapped the fields correctly, click on the ‘Send Test Request’ button to verify that the contact is created or updated successfully in SendGrid. Refresh your SendGrid contacts list to see the newly added or updated contact.

Conclusion

In this tutorial, we demonstrated how to automate the process of creating or updating SendGrid contacts from Gravity Forms submissions using Pabbly Connect. By following these steps, you can ensure that your email marketing list is always up-to-date without any manual effort.

Pabbly Connect simplifies the integration process, making it easy for you to focus on nurturing your leads and executing effective marketing strategies. Start using Pabbly Connect today to enhance your automation capabilities!