How to Add or Update SendGrid Contacts on Paperform Submission Using Pabbly Connect

Learn how to seamlessly integrate Paperform with SendGrid using Pabbly Connect for automatic contact updates on form submissions. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Paperform with SendGrid, you first need to access Pabbly Connect. This platform is essential for automating workflows between applications without any coding skills. Open your browser and search for Pabbly Connect, then navigate to the landing page.

Once on the Pabbly Connect page, you have two options: sign in if you already have an account or sign up for free if you are a new user. Signing up will give you 100 free tasks every month, which is perfect for testing the integration capabilities of Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, which prompts you to name your workflow. For this task, name it ‘Add or Update SendGrid Contact on Paperform Submission’ to clearly identify its purpose.

• Choose the folder where you want to save your workflow.
• Click on the ‘Create’ button to proceed.

This action will take you to a window where you can set up your trigger and action for the workflow. Remember, in Pabbly Connect, the trigger is the event that starts the workflow, while the action is what happens as a result.

3. Setting Up the Trigger with Paperform

To set up your trigger, select Paperform as your trigger application within Pabbly Connect. The trigger event you need to choose is ‘New Form Submission.’ This event will be activated whenever someone submits a form through Paperform.

Next, you will connect Paperform to Pabbly Connect using a webhook URL. Copy the provided webhook URL from the Pabbly Connect interface, then navigate to your Paperform account. Here, edit your form and go to the ‘After Submission’ section, where you will find the integration options.

• Select the ‘Add Webhook’ option.
• Paste the copied webhook URL into the designated field.
• Choose ‘New Submission’ as your trigger event and click ‘Create’.

Now, your Paperform is successfully connected to Pabbly Connect, allowing it to send submission data directly to the platform.

4. Setting Up the Action to Update SendGrid

With the trigger set, it’s time to configure the action. In Pabbly Connect, search for SendGrid as your action application. The action event you need to select is ‘Add or Update a Contact.’ This will ensure that every new form submission updates or creates a contact in your SendGrid account.

To connect SendGrid with Pabbly Connect, you will need to provide an API key. Log into your SendGrid account, navigate to the settings, and find the API keys section. Create a new API key with full access permissions and copy it.

Return to Pabbly Connect and paste the API key into the token field. Select the email list from SendGrid where the contact will be added. Map the fields from the Paperform submission to the corresponding fields in SendGrid.

Once you have mapped all necessary fields, click on the ‘Save’ button to finalize the setup. This configuration will allow Pabbly Connect to automatically update your SendGrid contacts based on the Paperform submissions.

5. Testing the Integration

To ensure everything is working correctly, you should test the integration. Go back to your Paperform and create a test submission. Fill out the form with dummy data and submit it. This action will trigger the workflow in Pabbly Connect.

Return to Pabbly Connect and check if you received the response from the new form submission. If successful, you will see the details from your test submission. Next, verify in your SendGrid account that the contact has been added or updated with the provided information.

Navigate to the contacts section in SendGrid. Check if the new contact appears in your selected email list.

If everything looks good, you have successfully created an automation between Paperform and SendGrid using Pabbly Connect. This setup will streamline your email marketing efforts by keeping your contact list up-to-date automatically.

Conclusion

In this tutorial, we demonstrated how to integrate Paperform with SendGrid using Pabbly Connect. By following these steps, you can automate the process of adding or updating contacts based on form submissions, enhancing your email marketing efficiency.

Utilizing Pabbly Connect for this integration allows you to focus on your core business activities while ensuring that your email list remains current and effective. Start automating today!