How to Create or Update SendGrid Contact on Cognito Forms Submission Using Pabbly Connect

Learn how to integrate Cognito Forms with SendGrid using Pabbly Connect to automate contact creation and updates seamlessly. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create or update SendGrid contacts upon Cognito Forms submissions, start by accessing Pabbly Connect. This powerful automation tool simplifies the integration process, allowing you to connect different applications without any coding skills.

Visit the Pabbly Connect website by typing Pabbly.com/connect in your browser. Once there, sign in to your account. If you’re a new user, you can sign up for free and receive 100 tasks monthly. After signing in, you will arrive at the Pabbly Connect dashboard, where you can manage your workflows.

2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect to facilitate the integration between Cognito Forms and SendGrid. Click on the ‘Create Workflow’ button, and provide a name for your workflow, such as ‘Create or Update SendGrid Contact on Cognito Forms Submission.’ Select the appropriate folder to save your workflow.

• Click on the ‘Create’ button to proceed.
• You will see two boxes: one for Trigger and another for Action.
• Set Cognito Forms as the Trigger application.

Once the workflow is created, you will set the trigger for new entries from Cognito Forms. This is essential for the automation process, as it ensures that every new submission will trigger the action of creating or updating a contact in SendGrid.

3. Setting Up Cognito Forms as the Trigger

In this section, you will configure the trigger for your workflow using Pabbly Connect. Select ‘Cognito Forms’ as your trigger application, and choose the ‘New Entry’ event. Pabbly Connect will provide you with a webhook URL that acts as a bridge between Cognito Forms and Pabbly Connect.

Now, log into your Cognito Forms account and navigate to the form you want to connect. Under the ‘Build’ section, locate the option to add a webhook. Remove any existing webhook URL and paste the new URL from Pabbly Connect. Click on ‘Save’ to establish the connection.

After saving, return to Pabbly Connect, where you will see a message indicating that it is waiting for a webhook response. This confirms that the connection has been successfully established, and you are ready to test the integration by submitting a form entry.

4. Testing the Integration with a Form Submission

To test the integration, you need to fill out the Cognito form you just connected to Pabbly Connect. Enter some dummy details, such as your name, email, and phone number, and submit the form. This action will trigger the webhook and send the data to Pabbly Connect.

Once you submit the form, return to your Pabbly Connect dashboard. You should see the response captured in the workflow, indicating that the integration is working correctly. This step is crucial to ensure that the data flows seamlessly from Cognito Forms to SendGrid.

• Verify that the details submitted are displayed correctly in Pabbly Connect.
• This confirms that the connection between Cognito Forms and Pabbly Connect is successful.

After successfully capturing the response, you can move on to the next step, which is to create or update the contact in SendGrid.

5. Setting Up SendGrid for Contact Creation

In this final step, you’ll configure SendGrid as the action application in your Pabbly Connect workflow. Select ‘SendGrid’ as your action application and choose the ‘Add or Update a Contact’ event. If you don’t have an existing connection, you will need to create a new one by entering your SendGrid API key.

To obtain your API key, log into your SendGrid account, navigate to ‘Settings,’ and then to ‘API Keys.’ Create a new API key, name it accordingly, and copy it back to Pabbly Connect. After saving the connection, you can map the fields from the previous Cognito Forms response to the relevant fields in SendGrid.

Ensure that you map the email, first name, last name, and any other relevant details correctly. This mapping is essential for maintaining the dynamic nature of the data. Finally, click on ‘Save and Send Test Request’ to create or update the contact in SendGrid. You should see a confirmation that the contact has been successfully added.

Conclusion

In this tutorial, we demonstrated how to create or update SendGrid contacts based on Cognito Forms submissions using Pabbly Connect. By following these steps, you can automate your contact management process efficiently and effectively. With Pabbly Connect, integrating various applications becomes seamless and hassle-free.