Integrating Tally Forms with SendGrid Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate the process of creating or updating SendGrid contacts using Tally Forms submissions with Pabbly Connect. Follow this detailed guide for seamless integration.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, first, access Pabbly Connect. This platform is essential for automating workflows between Tally Forms and SendGrid. If you are a new user, you can sign up for a free account, which provides 100 free tasks every month.

Once signed in, navigate to the dashboard where you will find various Pabbly applications. Click on the Pabbly Connect button to enter the workflow creation area. Here, you will set up the connection needed for your automation.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Click on the Create Workflow button located at the top right corner. A dialog box will appear, prompting you to enter a workflow name and select a folder for organization.

• Name your workflow: Create or Update SendGrid Contact on Tally Form Submission.
• Select a folder, such as Tally Forms Automation.

After filling in the details, click on the Create button to finalize your workflow. You will now see two sections: Trigger and Action, which are crucial for setting up the automation.

3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger for your workflow. For this, select Tally as the trigger application. Then, choose New Response as the trigger event. This setup ensures that every time a form submission occurs, it triggers an action in SendGrid.

Pabbly Connect will generate a unique webhook URL that you need to integrate with your Tally form. Copy this URL and proceed to your Tally form settings. Under the Integrations section, click the Connect button next to Webhooks and paste the copied URL in the provided field.

After connecting, return to Pabbly Connect and wait for a response. Perform a test submission on your Tally form to check if the connection is successful. Once the submission is done, you should see the response captured in Pabbly Connect, confirming the integration is set up correctly.

4. Setting Up the Action in Pabbly Connect

Now that the trigger is set, it’s time to configure the action step. Select SendGrid as the action application and Add or Update a Contact as the action event. This step is crucial for adding the new lead as a contact in your SendGrid account.

Click the Connect button to establish a connection between Pabbly Connect and SendGrid. You will need an API key from your SendGrid account to complete this connection. To obtain the API key, navigate to the settings in your SendGrid account and create a new API key with full access.

• Navigate to Settings in SendGrid.
• Click on API Keys and create a new key.
• Copy the API key and paste it into Pabbly Connect.

Once the connection is established, you will need to select the appropriate list in SendGrid where the new contacts will be added. Map the fields such as email, first name, and last name from the Tally form submission to ensure that the correct data is sent to SendGrid.

5. Testing and Confirming the Integration

With the action step configured, it’s time to test the integration. Click on the Save and Send Test Request button in Pabbly Connect. If everything is set up correctly, you should receive a positive response confirming that the contact has been added to your SendGrid account.

To verify, go back to your SendGrid account and refresh the contacts list. You should see the newly added contact with the details provided during the Tally form submission. This confirms that the integration between Tally Forms and SendGrid via Pabbly Connect is successful.

In summary, you have successfully automated the process of adding contacts from Tally Forms submissions to SendGrid using Pabbly Connect. This integration not only saves time but also enhances your lead management process.

Conclusion

In this tutorial, we demonstrated how to create or update SendGrid contacts using Tally Forms submissions through Pabbly Connect. This integration streamlines your lead management, ensuring timely follow-ups and personalized communication.