How to Add Subscribers to SendGrid via Fluent Forms Submission Using Pabbly Connect

Learn how to integrate Fluent Forms with SendGrid using Pabbly Connect to automatically add subscribers through form submissions. Follow our step-by-step guide now! Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To start adding subscribers to SendGrid via Fluent Forms submission, the first step is to access Pabbly Connect. Open your web browser and type in Pabbly.com/connect. You will be redirected to the Pabbly Connect homepage.

Once on the site, you have two options: sign in if you already have an account or sign up for free if you are new. Signing up gives you 100 free tasks each month. After signing in, click on ‘Access Now’ for Pabbly Connect to begin setting up your workflow.

2. Create a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you will see a dashboard where you can manage your automations. To create a new workflow, click on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Fluent Forms to SendGrid’ to reflect the integration you are setting up.

In the workflow setup, you will see two sections: Trigger and Action. The Trigger section is where you will define the event that starts the automation, while the Action section is where you will specify what happens as a result.

• Click on the Trigger section and select ‘Fluent Forms’.
• Choose ‘New Form Submission’ as the trigger event.

After setting the trigger, copy the provided webhook URL. This URL is essential for connecting your Fluent Forms to Pabbly Connect.

3. Connect Fluent Forms to Pabbly Connect

With the webhook URL copied, you now need to connect your Fluent Forms to Pabbly Connect. Go to your WordPress dashboard and navigate to the Fluent Forms settings. Under the ‘WP Webhooks’ section, select ‘Send Data’.

In the settings, search for Fluent Forms and select ‘Form Submitted’. Here, you will add the webhook URL you copied earlier. Name this webhook something identifiable, such as ‘Fluent Forms to SendGrid’. After pasting the URL, click on ‘Add for Fluent Form Submitted’ to establish the connection.

• Go to ‘Settings’ in Fluent Forms.
• Select the lead generation form you want to connect.
• Save the settings to ensure the webhook is active.

Once saved, your Fluent Forms should now be able to send data to Pabbly Connect whenever a new form submission occurs.

4. Configure SendGrid Action in Pabbly Connect

Now that your Fluent Forms are connected, the next step is to configure the action in Pabbly Connect. In the Action section, select ‘SendGrid’ as the application. Choose the action event as ‘Add or Update a Contact’.

To connect your SendGrid account, click on ‘Connect’ and then select ‘Add New Connection’. You will need to provide an API key from your SendGrid account. To get this key, navigate to SendGrid settings, then to API Keys, and create a new API key with full access. Copy this API key and paste it into Pabbly Connect.

Go to SendGrid and create a new API key named ‘Fluent Forms to SendGrid’. Ensure you select full access for the API key.

After pasting the API key in Pabbly Connect, save the connection, and you will be prompted to select the list where the new contacts will be added.

5. Test and Activate Your Pabbly Connect Workflow

With your action configured, it’s time to test the integration. Fill out your Fluent Form with test data, including first name, last name, and email address. Submit the form to trigger the automation.

After submission, return to Pabbly Connect and check for the incoming data. If everything is set up correctly, you should see the test data reflected in your SendGrid account as a new contact. Refresh your SendGrid account to confirm that the new contact has been added.

To ensure everything works seamlessly, repeat the test with different data entries. This will help confirm that your Pabbly Connect workflow is functioning correctly and that it adds or updates contacts in SendGrid as intended.

Conclusion

Integrating Fluent Forms with SendGrid using Pabbly Connect allows for efficient management of subscribers through automated form submissions. This setup not only saves time but also ensures that your email marketing list is always up-to-date. By following the steps outlined, you can easily automate the process and enhance your marketing efforts.