Automate Booking Confirmations with SendGrid for Contact Form Leads Using Pabbly Connect

Learn how to automate booking confirmations with SendGrid for Contact Form Leads using Pabbly Connect. Step-by-step tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate booking confirmations, first, access Pabbly Connect by visiting its URL, Pabbly.com/connect. After entering the URL, you will land on the Pabbly Connect landing page, where you can either sign in or sign up for a free account.

If you are new, click on ‘Sign Up Free’ to create an account and receive 100 free tasks each month. For existing users, simply click ‘Sign In’ to access your account. Once logged in, you will see the Pabbly apps page where you can find Pabbly Connect to start your automation journey.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘Access Now’ button to reach the dashboard. Here, you can create a new workflow by clicking the ‘Create Workflow’ button. You will then choose between the beta or classic workflow builders. Select the beta builder for a modern approach.

• Click on ‘Create Workflow’.
• Provide a name for your workflow, such as ‘Automate Booking Confirmation Email’.
• Select a folder to save your workflow.

After naming your workflow, click ‘Create’. You will see a pop-up confirming that your workflow was created successfully, and you will be directed to the workflow page to set up the trigger.

3. Setting Up the Trigger with Contact Form 7

In this section, you will set up the trigger for your workflow. Click on the ‘Add Trigger’ button and search for ‘Contact Form 7’. Select this application to initiate your workflow when a new form submission is received.

Choose the event ‘New Form Submission’ and click ‘Connect’. You will receive a webhook URL that you need to paste into your Contact Form 7 settings to establish a connection with Pabbly Connect.

To paste the webhook URL, navigate to your WordPress account, select ‘Contact Forms’, and then choose your booking form. In the webhook settings, paste the URL and enable the send to webhook option. Finally, save the changes to complete the trigger setup.

4. Testing the Integration with a Submission

With the trigger set up, it’s time to test the integration. Go back to your booking form, fill in the required fields, and submit it. Once submitted, return to Pabbly Connect to see if it is waiting for a webhook response.

• Fill in the form fields such as name, email, phone number, and preferred booking date.
• Submit the form to generate a response.

After submission, check Pabbly Connect for the received response, which should include the details you entered in the form. This confirms that the trigger is working correctly.

5. Configuring the Action App with SendGrid

Now that your trigger is set, it’s time to configure the action app. Click on ‘Add New Action Step’ and search for ‘SendGrid’. Select this application to send the booking confirmation email.

Choose the event ‘Send an Email’ and click ‘Connect’. You will need to enter your SendGrid API key to establish the connection. To get the API key, log into your SendGrid account, navigate to ‘Settings’, and then ‘API Keys’. Create a new API key with full access and copy it.

Paste the API key into Pabbly Connect. Map the fields such as recipient email, subject, and content for the email. Save and send a test request to verify the email sending functionality.

Once the test is successful, you will receive a confirmation email in your Gmail account. This indicates that the integration is complete and working as intended.

Conclusion

In this tutorial, we explored how to automate booking confirmations using Pabbly Connect with SendGrid for Contact Form Leads. By following these steps, you can streamline your booking process and enhance client communication effortlessly.

Utilizing Pabbly Connect allows for seamless integration between applications, reducing manual workload and improving efficiency in your business operations.