Integrate Pabbly Form Builder Leads to SendGrid Using Pabbly Connect

Learn how to seamlessly integrate Pabbly Connect leads to SendGrid using Pabbly Connect with this step-by-step tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Pabbly Form Builder leads with SendGrid, first, you need to access Pabbly Connect. Go to the address bar and type in ‘Pabbly.com/connect’ to reach the Pabbly Connect dashboard.

If you already have an account, simply sign in. If you are new to Pabbly, you can sign up for free and get 100 free tasks every month. Once signed in, click on ‘Access Now’ for Pabbly Connect to start creating your workflow.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow something descriptive like ‘Pabbly Form Builder to SendGrid’ to identify its purpose easily.

This workflow consists of two main components: the trigger and the action. The trigger is the event that starts the automation, while the action is what happens as a result. Here, we will set up a trigger for new form submissions from Pabbly Form Builder.

• Click on the trigger window and select ‘Pabbly Form Builder’.
• Choose the trigger event ‘New Form Submission’.
• Copy the generated webhook URL provided by Pabbly Connect.

With the webhook URL copied, you can now set up the Pabbly Form Builder to connect with Pabbly Connect.

3. Setting Up Pabbly Form Builder

To connect your Pabbly Form Builder with Pabbly Connect, go to your form settings. Here, you will need to integrate the webhook URL you copied earlier.

Navigate to the integration settings of your chosen form. Paste the webhook URL into the designated field and save the changes. This will ensure that every time a form is submitted, the data will be sent to your Pabbly Connect account.

• Select the form you want to integrate, such as a ‘Sign Up Form’.
• Delete any existing webhook if present.
• Click on ‘Create New Webhook’ and paste the copied URL.

Once saved, your Pabbly Form Builder will be linked to Pabbly Connect, and you can proceed to test the connection by submitting a form.

4. Connecting SendGrid in Pabbly Connect

Next, we will set up the action in Pabbly Connect to connect with SendGrid. In the action window, select SendGrid as the application.

Choose the action event as ‘Add or Update a New Contact’. You will need to connect your SendGrid account by providing your API key. To find this, go to SendGrid, navigate to ‘Settings’, and then to ‘API Keys’. Create a new API key with full access and copy it.

Paste the API key into the Pabbly Connect action setup. Select the appropriate list in SendGrid where you want to add the new contact. Map the fields from your form submission to the corresponding fields in SendGrid.

After configuring these settings, save and send a test request to verify that the integration works as expected.

5. Testing the Integration

To ensure everything is functioning correctly, it’s important to test the integration between Pabbly Connect and SendGrid. Fill out the form you integrated with Pabbly Form Builder.

Upon submission, check your SendGrid account to see if the new lead appears in the selected list. Refresh the list to confirm that the contact has been successfully added. This step verifies that your automation is working seamlessly.

Submit a new entry in your Pabbly Form Builder. Check SendGrid for the new contact. If successful, your integration is complete and functional.

By following these steps, you have successfully automated the process of adding Pabbly Form Builder leads to SendGrid using Pabbly Connect.

Conclusion

In this tutorial, we explored how to integrate Pabbly Form Builder leads to SendGrid using Pabbly Connect. This seamless integration allows you to automatically add new contacts to your SendGrid account, enhancing your email marketing efforts and streamlining your workflows.