How to Send Subscription Emails Automatically via SendGrid Using Pabbly Connect

Learn how to automate subscription emails using Pabbly Connect and SendGrid. This detailed tutorial guides you through each step of the integration process. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email Automation

To automate sending subscription emails, you first need to access Pabbly Connect. This platform allows seamless integration between your applications, such as Stripe and SendGrid. Start by visiting the Pabbly website and signing in to your account.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create new workflows. Click on the ‘Create Workflow’ button and name your workflow as ‘Send Subscription Emails Automatically via SendGrid’. This will be the base for automating your subscription emails.

2. Setting Up Trigger in Pabbly Connect with Stripe

The next step is to set up the trigger for your workflow. In Pabbly Connect, select Stripe as your trigger application. This is essential because every time a new subscription is created in Stripe, it will trigger the workflow.

• Choose ‘New Subscription’ as the trigger event.
• Connect your Stripe account by following the prompts.
• Copy the webhook URL provided by Pabbly Connect.

Now, go to your Stripe account and set up a webhook using the copied URL. This will ensure that every new subscription in Stripe sends data to Pabbly Connect, allowing you to automate the email sending process.

3. Retrieving Customer and Product Details via Pabbly Connect

After setting up the trigger, the next step involves retrieving customer and product details from Stripe. This is crucial for personalizing your subscription emails. In Pabbly Connect, add a new action step to retrieve customer details.

Select Stripe again as the action application, and choose ‘Retrieve Customer by ID’ as the action event. Map the customer ID received from the trigger step to fetch the relevant customer data. After retrieving the customer details, you also need to get the product information by adding another action step.

• Select Stripe as the action application.
• Choose ‘Retrieve Product’ as the action event.
• Map the product ID from the previous response to get product details.

This step ensures you have all necessary information to customize the email sent through SendGrid.

4. Sending Emails via SendGrid Using Pabbly Connect

With customer and product details retrieved, you can now set up the final action to send the email using SendGrid. In Pabbly Connect, add a new action step and select SendGrid as your action application.

Choose ‘Send Email’ as the action event. Connect your SendGrid account by entering the API key. You can create this key in your SendGrid account under settings. Then, map the retrieved customer email, subject, and body content for the email.

Set the ‘To’ field with the customer’s email address. Define a subject like ‘Welcome to Knowledge Hub’. Compose the email body with subscription details.

This setup ensures that every new subscription automatically triggers an email, enhancing customer experience.

5. Testing and Activating Your Pabbly Connect Workflow

After configuring all steps in Pabbly Connect, it’s essential to test your workflow. Trigger a new subscription in Stripe to check if the email is sent successfully via SendGrid. This step verifies that the entire integration works seamlessly.

Once the test is successful, activate your workflow. This will ensure that every new subscription automatically sends a customized email, saving you time and enhancing customer satisfaction.

To summarize, you have successfully integrated Stripe and SendGrid using Pabbly Connect. This automation not only streamlines your email process but also allows you to focus on growing your business while ensuring your customers are informed.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending subscription emails via SendGrid. By integrating Stripe with Pabbly Connect, you can enhance your customer engagement effortlessly. Automating this process saves time and ensures timely communication with your subscribers.