How to Create or Update SendGrid Contact on Zoho Forms Submission Using Pabbly Connect

Learn how to integrate Zoho Forms with SendGrid using Pabbly Connect to automate contact creation and updates on form submissions. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Zoho Forms and SendGrid Integration

To start, visit the Pabbly Connect website and sign in to your account. If you are a new user, you can easily create an account and get 100 tasks free every month. Once logged in, locate the option labeled ‘Access Now’ for Pabbly Connect to initiate the integration process. using Pabbly Connect

After accessing Pabbly Connect, click on the blue button labeled ‘Create Workflow’. You will then be prompted to name your workflow and select a folder to save it. For this integration, name your workflow as ‘How to Create or Update SendGrid Contact on Zoho Forms Submission’. Click on the ‘Create’ button to proceed.

2. Setting Up the Trigger in Pabbly Connect Using Zoho Forms

In this step, you will set up the trigger for your workflow. Select ‘Zoho Forms’ as your trigger application within Pabbly Connect. This action will prompt you to choose the trigger event, which in this case is ‘New Form Submitted’. Choosing this event will initiate the workflow every time a new form submission is made. using Pabbly Connect

• Select ‘Zoho Forms’ as the trigger application.
• Choose the trigger event ‘New Form Submitted’.
• Copy the provided webhook URL for integration.

Next, log into your Zoho Forms account, navigate to the form you want to integrate, and click on ‘Edit’. Go to the ‘Integrations’ tab, find the ‘Webhooks’ section, and paste the copied webhook URL. Ensure that the webhook status is enabled, select ‘Application/JSON’ for content type, and set the authorization type to ‘None’ before saving your changes.

3. Performing a Test Submission in Zoho Forms

To verify that your trigger is working correctly, you need to perform a test submission. Access the form you integrated with Pabbly Connect and fill in the required fields. For instance, enter a first name, last name, phone number, and email address. After filling in the form, click the ‘Submit’ button. using Pabbly Connect

Once submitted, return to Pabbly Connect. You should see that it has captured the response from your Zoho Forms submission. This includes all the details you entered during the test submission. This step is crucial as it confirms that the integration between Zoho Forms and Pabbly Connect is functioning properly.

4. Setting Up the Action in Pabbly Connect for SendGrid

Now that the trigger is set, it’s time to configure the action in Pabbly Connect. Choose ‘SendGrid’ as your action application. The action event will be ‘Add or Update Contact’. If you have an existing connection, you can select it; otherwise, click on ‘Add New Connection’ to connect your SendGrid account. using Pabbly Connect

• Select ‘SendGrid’ as the action application.
• Choose the action event ‘Add or Update Contact’.
• Input your API key to connect SendGrid with Pabbly Connect.

To obtain your API key, navigate to your SendGrid account settings, select ‘API Keys’, and create a new API key with full access. Copy this key and paste it into Pabbly Connect. After setting up the connection, select the list where you want to add the contacts, such as ‘New Leads’.

5. Mapping Fields in Pabbly Connect for SendGrid Contacts

In this final step, you will map the fields from your Zoho Forms submission to the corresponding fields in SendGrid. For the email address, select the email field from the response captured in the previous trigger step. Similarly, map the first name and last name fields. using Pabbly Connect

After mapping the necessary fields, click on the ‘Send Test Request’ button to ensure that the contact is created or updated in SendGrid successfully. If the test is successful, you will receive a confirmation message. You can then check your SendGrid account to verify that the new contact has been added to your selected list.

Conclusion

In this tutorial, we demonstrated how to create or update SendGrid contacts automatically using Pabbly Connect whenever a new submission is made through Zoho Forms. This integration streamlines your workflow and enhances your email marketing efforts without manual intervention. By following these steps, you can efficiently manage your leads and improve engagement.