How to Send Personalized Coaching Plans Using SendGrid for Intake Form Submissions with Pabbly Connect

Learn how to automate sending personalized coaching plans using SendGrid and Pabbly Connect for intake form submissions step-by-step. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start sending personalized coaching plans, access Pabbly Connect by visiting Pabbly.com. This platform is essential for integrating Google Forms and SendGrid, allowing you to automate the email process.

Once on the Pabbly website, sign in to your account. If you’re new, you can sign up for free to get started. After signing in, navigate to the Pabbly Connect dashboard where you can create a new workflow to link your Google Forms to SendGrid.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on ‘Create Workflow’. Name your workflow as ‘Send Personalized Coaching Plans Using SendGrid for Intake Form Submissions’. This title will help you identify the workflow later. using Pabbly Connect

• Select the New Beta option for the workflow builder.
• Choose the Forms Automation folder for better organization.
• Click on ‘Create’ to finalize your workflow setup.

After creating the workflow, you will see a prompt to set up the trigger application. Here, select Google Forms as your trigger application, which will initiate the workflow whenever a new form submission is received.

3. Setting Up the Trigger for Google Forms

In the trigger setup, choose ‘New Response Received’ as the trigger event. This selection ensures that every time a new form submission occurs, it triggers the workflow in Pabbly Connect.

Next, connect Google Forms to Pabbly Connect by following the instructions provided. You will receive a webhook URL which acts as a bridge to capture data from your Google Forms.

• Open your Google Form and navigate to the Responses tab.
• Click on ‘View in Sheets’ to open the linked Google Sheet.
• Ensure that the last column is set as the trigger column for data capture.

Once the connection is established, test the setup by submitting a dummy response through the Google Form. Check if the data reflects in the Google Sheet to confirm successful integration.

4. Connecting SendGrid for Email Automation

After setting up the Google Forms trigger, the next step is to add an action step to send emails via SendGrid. In the action application section, select SendGrid and choose ‘Send Email’ as the action event.

To connect SendGrid with Pabbly Connect, you will need to provide an API key. This key can be generated from your SendGrid account under the API Keys section.

Create a new API key in SendGrid and grant it full access. Copy the API key and paste it into the Pabbly Connect SendGrid connection settings. Map the email fields using the data captured from Google Forms.

Ensure that the email content is personalized using the mapped fields from the form submission. This will allow you to send tailored coaching plans to each user based on their responses.

5. Testing the Integration for Success

Once both Google Forms and SendGrid are connected through Pabbly Connect, it’s crucial to test the entire workflow. Submit a new response in your Google Form and monitor the email that gets sent via SendGrid.

Check your inbox to confirm that the email is received with the correct personalized details. This step verifies that the automation is functioning as intended and that users receive their coaching plans promptly.

Verify that the email content reflects the user’s name and coaching details. Ensure that the email is delivered to the correct address provided in the form submission. Check for any errors in the Pabbly Connect workflow logs.

Upon successful testing, your integration is complete, and you can now automate the sending of personalized coaching plans efficiently.

Conclusion

In conclusion, using Pabbly Connect to integrate Google Forms and SendGrid allows you to automate the process of sending personalized coaching plans. This setup saves time and ensures that every client receives their tailored plans promptly.