How to Add Contacts from MS Excel to SendGrid Using Pabbly Connect

Learn how to automate adding contacts from MS Excel to SendGrid using Pabbly Connect. This step-by-step guide covers all necessary actions and configurations. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Automation

To automate the process of adding contacts from MS Excel to SendGrid, you first need to access Pabbly Connect. This platform serves as the central integration tool that allows you to connect various applications seamlessly.

Start by visiting the Pabbly Connect website. If you don’t have an account, create one for free. Once logged in, navigate to the dashboard where you can initiate your automation workflow.

2. Create a Workflow in Pabbly Connect

In this section, you will create a workflow in Pabbly Connect that triggers when a new contact is added in MS Excel. Click on the blue button labeled ‘Create Workflow’ and name it something relevant, such as ‘MS Excel to SendGrid Automation’.

After naming your workflow, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger will be set to Microsoft Excel, and the action will be SendGrid. This setup ensures that when a new contact is added to Excel, it will automatically be added to SendGrid.

3. Connect Microsoft Excel to Pabbly Connect

To connect Microsoft Excel, select it as your trigger application in Pabbly Connect. The trigger event should be set to ‘New Row in Worksheet’. This means every time a new row is added to your Excel worksheet, it will trigger the automation process.

Click on ‘Connect’ and then select ‘Add New Connection’. You will be prompted to log in to your Microsoft Excel account to give Pabbly Connect access. Once connected, select the workbook you want to use, such as ‘All Lead Data’. After this, you can add a new contact in Excel and see it captured in Pabbly Connect.

4. Connect SendGrid to Pabbly Connect

Next, you will set up the action to connect SendGrid within Pabbly Connect. Choose SendGrid as your action application and select the action event ‘Add Contact’. This setup will allow you to add the newly created contacts from Excel directly to your SendGrid account.

To connect SendGrid, you will need to provide an API key. Navigate to your SendGrid account settings, create a new API key with full access, and copy it. Go back to Pabbly Connect, paste the API key, and click ‘Save’. After connecting, choose the email list where the contacts will be added.

• Select the list name from the available options or create a new list.
• Map the fields such as email, first name, and last name from the Excel data.
• Click on ‘Save and Send Test Request’ to verify the connection.

Once you complete these steps, the integration will be set up, and you will see the contacts being added to SendGrid automatically.

5. Finalize Your Automation Setup

After successfully connecting both applications, you need to finalize your automation in Pabbly Connect. This includes ensuring that the trigger checks for new data every eight hours, which means any new contacts added to your Excel sheet will be transferred to SendGrid during this interval.

Finally, test the entire workflow by adding a new contact to your Excel sheet and observing if it appears in SendGrid. If everything is set up correctly, you will see the new contact reflected in your SendGrid email list.

This automation will save you time and effort by eliminating the need for manual data entry, allowing you to focus on your marketing efforts.

Conclusion

In this tutorial, we explored how to automate the process of adding contacts from MS Excel to SendGrid using Pabbly Connect. By following the steps outlined, you can streamline your contact management process and enhance your email marketing campaigns.