Learn how to automate email sending with SendGrid for new Google leads using Pabbly Connect. Step-by-step tutorial with detailed instructions. 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 Automation
To send automated emails with SendGrid for new Google leads, you first need to access Pabbly Connect. Open your preferred web browser and navigate to the Pabbly Connect landing page by typing Pabbly.com/connect.
Once on the landing page, you will see options to either sign in or sign up for free. If you are a new user, click on the Sign Up for Free button to create an account. Existing users can simply click on the Sign In button to access their accounts. After signing in, you will be directed to the Pabbly Connect dashboard.
2. Creating a New Workflow in Pabbly Connect
In the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the Create Workflow button to start. You will be prompted to choose between the new and classic workflow builders. For this tutorial, select the New Workflow option for a modern interface.
- Click on Create Workflow.
- Select New Workflow.
- Name your workflow (e.g., Send Automated Emails with SendGrid for New Google Leads).
After naming your workflow, select an appropriate folder to save it in, such as Automations, and click on the Create button. This opens the workflow window where you will set up the trigger and action for your automation.
3. Setting Up the Trigger for Google Ads
The trigger is essential for initiating the workflow in Pabbly Connect. To set it up, select Google Ads as your trigger application. Search for Google Ads in the application list and select it.
- Choose New Lead Form Entry as the trigger event.
- Click on Connect to establish a connection.
- Copy the provided webhook URL.
Next, navigate to your Google Ads account and paste the copied webhook URL into the lead delivery settings for your campaign. This allows Google Ads to send lead data directly to Pabbly Connect whenever a new lead is generated.
4. Configuring SendGrid to Send Emails
Once the trigger is set up, the next step is to configure SendGrid as the action application in Pabbly Connect. Click on Add New Action Step and select SendGrid from the list of applications.
For the action event, choose Send Email and click on Connect. If you haven’t connected your SendGrid account yet, you will need to create a new connection. To do this, obtain your SendGrid API key from your SendGrid account settings and paste it into the required field in Pabbly Connect.
5. Finalizing the Email Setup and Testing
With the SendGrid connection established, you can now set up the email parameters. Map the email address, subject, and content using the data received from the Google Ads trigger. For example, set the subject to Hi {First Name}, We Are Here to Help You Grow and personalize the email body accordingly. using Pabbly Connect
Finally, click on Save and Send Test Request to test the entire workflow. If everything is set up correctly, you will receive a confirmation that the email has been sent. Check your Gmail inbox to confirm that the email has been received with the correct details.
Conclusion
By following these steps, you can effectively use Pabbly Connect to automate sending emails with SendGrid for new Google leads. This integration enhances your lead management process, allowing you to respond promptly and efficiently. Start utilizing Pabbly Connect today to streamline your email automation processes and improve your business communications.
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