How to Send Personalized Service Offer Emails Using SendGrid with Pabbly Connect

Learn how to send personalized service offer emails using SendGrid and Pabbly Connect for website form leads. Step-by-step tutorial included. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send personalized service offer emails using SendGrid for website form leads, first, access Pabbly Connect. Open your browser and navigate to Pabbly.com/connect. This platform is essential for integrating various applications seamlessly.

Once on the Pabbly Connect homepage, you will see options to sign in or sign up. If you are a new user, click on the ‘Sign Up Free’ button to create an account and receive 300 tasks every month. Existing users should click on ‘Sign In’ to access their accounts.

2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to the Pabbly Apps window. Click on Pabbly Connect to access the dashboard. To initiate the integration, click on the ‘Create Workflow’ button located at the top right corner.

• Select the ‘New Beta’ version for a modern experience.
• Name your workflow, e.g., ‘Send Personalized Service Offer Emails Using SendGrid for Website Form Leads.’
• Choose a folder to save your workflow, such as ‘Automations.’

After naming your workflow and selecting a folder, click on the ‘Create’ button to finalize the setup. This action creates a new workflow where you will define triggers and actions.

3. Setting Up the Trigger with Element Forms

In this step, you will set up a trigger that activates the workflow. Click on the ‘Add Trigger’ button and select ‘Element Forms’ as the application. Choose the event ‘New Form Submission’ to capture submissions from your website form. using Pabbly Connect

Click on ‘Connect’ to establish a connection with your Element Forms account. Pabbly Connect will provide a webhook URL that you will use to connect your form. Copy this URL for the next steps.

Next, log into your WordPress account where you have created your Element Forms. Edit the form and navigate to the ‘Actions After Submit’ section. Select ‘Webhook’ and paste the copied URL to complete the integration.

4. Sending Emails Using SendGrid

Now that the trigger is set, it’s time to send emails using SendGrid. In your Pabbly Connect workflow, add an action step by selecting ‘SendGrid’ as the application and ‘Send Email’ as the event. using Pabbly Connect

Click on ‘Connect’ to establish a connection with your SendGrid account by entering your API key. To obtain this key, log into your SendGrid account, navigate to ‘Settings’, then ‘API Keys’, and create a new API key with full access. Copy this API key and paste it into Pabbly Connect.

• Map the recipient’s email address from the form submission data.
• Enter a subject line, e.g., ‘Thank you for showing your interest.’
• Input the sender’s email address and name.

After filling in the required fields, click on ‘Save and Send Request’ to complete the email sending process. You will receive a successful response indicating that the email has been sent.

5. Testing the Automation

To ensure that your automation works correctly, conduct a test submission through your Element Forms. Fill in the form with dummy data and submit it. This action will trigger the workflow you created in Pabbly Connect.

Check the Pabbly Connect dashboard to see if the submission data has been received. You should see the details captured from the form submission, confirming that the trigger is functioning properly.

Next, verify the recipient’s email inbox to ensure that the personalized service offer email was received. The email should reflect the details entered in the form, including the personalized greeting. This confirms that the entire integration process using Pabbly Connect has been successfully implemented.

Conclusion

In this tutorial, we explored how to send personalized service offer emails using SendGrid for website form leads through Pabbly Connect. By following the steps outlined, you can automate your email responses efficiently and effectively.