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

Learn how to automate the process of creating or updating SendGrid contacts on Typeform submissions using Pabbly Connect in this detailed tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Integration

To create or update SendGrid contacts on Typeform submissions, you first need to access Pabbly Connect. This powerful automation platform allows you to seamlessly integrate different applications.

Begin by visiting the Pabbly Connect website. If you are a new user, you can sign up for free and receive 100 tasks each month. Existing users should sign in to their accounts. Once logged in, navigate to the Pabbly Connect dashboard to start creating your workflow.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is essential for automating your tasks. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear, prompting you to name your workflow.

• Enter a name for your workflow, such as ‘Create or Update SendGrid Contact on Typeform Submission’.
• Select a folder to save your workflow.

After naming your workflow and selecting a folder, click the ‘Create’ button. This sets up the foundation for your automation process, which will involve setting up triggers and actions using Pabbly Connect.

3. Setting Up Trigger for Typeform Submission

The next step involves setting up the trigger for your workflow. In Pabbly Connect, triggers initiate the automation process. Select Typeform as the trigger application and choose the event ‘New Entry’. using Pabbly Connect

Click the ‘Connect’ button to establish a connection with Typeform. If you haven’t connected Typeform before, you will need to create a new connection. Follow the prompts to authorize Pabbly Connect to access your Typeform account.

4. Testing the Trigger and Capturing Responses

After establishing the connection, select the specific form you created in Typeform to capture responses. For instance, if your form is named ‘Contact Us Form’, choose it from the dropdown menu.

• Submit a test entry in your Typeform to ensure the connection works.
• Check Pabbly Connect to see if the response has been captured successfully.

This step verifies that your Typeform is correctly linked to Pabbly Connect, and the data is flowing through as expected.

5. Setting Up Action to Create or Update SendGrid Contact

With the trigger successfully set up, you can now configure the action step to create or update a contact in SendGrid. Select SendGrid as the action application and choose the event ‘Add or Update Contact’.

To connect SendGrid, click the ‘Connect’ button and enter your API key from your SendGrid account. This key allows Pabbly Connect to manage your contacts in SendGrid effectively.

Once connected, map the fields from the Typeform submission to the corresponding fields in SendGrid, such as email, first name, and last name. After mapping, click on the ‘Save and Send Test Request’ button to finalize the integration.

Conclusion

In this tutorial, we explored how to create or update SendGrid contacts on Typeform submissions using Pabbly Connect. By following these steps, you can automate the process, ensuring your email lists are always accurate and up-to-date. This not only saves time but also enhances customer engagement through timely communications.