How to Send Feedback Request Emails Automatically Using SendGrid for Website Form Leads with Pabbly Connect

Learn how to automate feedback request emails using Pabbly Connect and SendGrid for website form leads. Follow our detailed tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send feedback request emails automatically using SendGrid for website form leads, start by accessing Pabbly Connect. Visit the Pabbly website by typing ‘Pabbly.com’ in your browser.

Once on the site, sign in to your Pabbly Connect account. If you are a new user, you can sign up for free and get 100 tasks monthly. After logging in, navigate to the Pabbly Connect dashboard where you can create workflows.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, the next step is creating a new workflow. Click on the ‘+ Create Workflow’ button, and select the classic workflow builder. Name your workflow ‘Send Feedback Request Email Automatically Using SendGrid for Website Form Leads’ and choose the appropriate folder for organization.

• Click on the ‘+ Create Workflow’ button.
• Select the classic workflow builder.
• Name your workflow appropriately.
• Choose a folder for your workflow.

After creating the workflow, you will see options to set a trigger application and action application. The trigger application will be your website form using the ‘Webhooks by Pabbly’ option, and the action application will be SendGrid.

3. Setting Up Trigger with Webhooks by Pabbly

For the trigger setup in Pabbly Connect, select ‘Webhooks by Pabbly’ and choose the trigger event as ‘Catch Webhook’. This will allow you to connect your website form to Pabbly Connect using a unique webhook URL.

Copy the provided webhook URL and insert it into your website form code. This URL acts as a bridge between your website form and Pabbly Connect. After saving the changes, you need to test the integration by submitting a dummy entry through your website form.

4. Testing the Integration Between Pabbly Connect and SendGrid

After setting up the webhook, you will see that Pabbly Connect is waiting for a response. To test it, fill out the website form with dummy data and submit it. Once submitted, the data should appear in your Pabbly Connect workflow, confirming that the connection is working properly.

Check the workflow to verify that the response from the website form has been captured. This indicates that you have successfully set up the integration between your website form and Pabbly Connect.

• Submit a dummy entry through your website form.
• Verify the response in your Pabbly Connect workflow.
• Ensure the webhook connection is successful.

With this, your trigger setup is complete, and you can proceed to set up the action application.

5. Configuring SendGrid in Pabbly Connect

Now, it’s time to configure SendGrid as the action application in Pabbly Connect. Select SendGrid and choose the action event as ‘Send Email’. Connect your SendGrid account by entering the API key you created in your SendGrid settings.

Fill in the necessary details for the email, such as the recipient’s email address (mapped from the webhook response), subject, and content of the email. Remember to use mapping to ensure the email is personalized for each lead. Once all details are entered, click on ‘Save and Send Test Request’ to finalize the setup.

Conclusion

In this tutorial, we’ve demonstrated how to send feedback request emails automatically using Pabbly Connect and SendGrid for website form leads. By following these steps, you can streamline your feedback process and enhance customer engagement effectively.