Integrating Typeform Submissions with SendGrid Using Pabbly Connect

Learn how to automate Typeform submissions to SendGrid using Pabbly Connect. Step-by-step guide for seamless integration. 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 for Integration

To integrate Typeform submissions with SendGrid, the first step is to access Pabbly Connect. You can do this by visiting Pabbly.com/connect and signing up for a free account. Once signed in, you will be directed to the Pabbly Connect dashboard, where you can create your automation workflow.

After logging in, click on the blue button labeled ‘Create Workflow’. You will need to name your workflow; for example, you can use ‘Add Typeform Submissions to SendGrid’. This will help you identify the automation later. The dashboard will display two main boxes: Trigger and Action, which are essential for setting up your integration.

2. Setting Up Trigger with Typeform in Pabbly Connect

In this step, we will set up the trigger application, which is Typeform. Click on the Trigger box and select Typeform as your application. The trigger event will be ‘New Form Submission’, indicating that the workflow will activate upon a new submission. using Pabbly Connect

• Select the Typeform application as the trigger.
• Choose the ‘New Form Submission’ event.
• Connect your Typeform account to Pabbly Connect.

Click on ‘Add New Connection’ and authorize Pabbly Connect to access your Typeform account. Once connected, select the specific form you want to integrate. For this example, choose the ‘Contact Form’ you created earlier. After selecting the form, click on ‘Save and Send Test Request’ to proceed with the test submission.

3. Performing Test Submission and Receiving Data

Once your Typeform is connected, you need to perform a test submission. This step is crucial as it allows Pabbly Connect to capture the data from the form. Fill in the required fields in your Typeform, such as first name, last name, email address, and any message you wish to include. using Pabbly Connect

• Enter a sample first name and last name.
• Provide a random email address.
• Submit the form to capture the data in Pabbly Connect.

After submission, check Pabbly Connect for the received data. You should see details like the form name, first name, last name, and email address. This confirms that the connection between Typeform and Pabbly Connect is successful, and you are ready to move to the next step.

4. Configuring Action to Add Contacts in SendGrid

Now that we have the data from Typeform, the next step is to set up the action application, which is SendGrid. In the Action box, select SendGrid and choose the action event as ‘Create or Update a Contact’. This will ensure that every new Typeform submission creates a corresponding contact in your SendGrid account. using Pabbly Connect

Click on ‘Add New Connection’ to connect SendGrid with Pabbly Connect. You will be prompted to enter your SendGrid API key. To obtain this, navigate to your SendGrid account settings and create a new API key with full access. Copy this key and paste it into Pabbly Connect, then click on ‘Save’ to establish the connection.

5. Mapping Fields and Finalizing the Integration

After connecting SendGrid, you need to map the fields from the Typeform submission to the corresponding fields in SendGrid. Select the email list where you want to add the contacts, such as ‘Website Contact Form Submission Leads’. Then, map the first name, last name, and email fields from the Typeform data to the SendGrid fields. using Pabbly Connect

Once you have mapped the necessary fields, click on ‘Save and Send Test Request’ to test the integration. After a successful request, check your SendGrid account to confirm that the new contact has been added. Refresh the contacts list, and you should see the newly created contact reflecting the details submitted through Typeform.

This seamless integration allows you to automate the process of adding contacts to SendGrid directly from Typeform submissions, enhancing your email marketing efforts efficiently.

Conclusion

Integrating Typeform submissions with SendGrid using Pabbly Connect streamlines your workflow by automating contact creation. This process ensures that your email marketing lists are always up-to-date with new submissions, saving you time and effort.