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

Learn how to automate the process of adding or updating SendGrid contacts from Paperform submissions using Pabbly Connect. Follow this detailed tutorial for step-by-step instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start integrating SendGrid with Paperform, you need to access Pabbly Connect. This platform is essential for automating the process of adding or updating contacts in SendGrid based on Paperform submissions.

Open your web browser and search for ‘Pabbly Connect’. You will find options to sign in or sign up for free. If you don’t have an account, click on the ‘Sign Up for Free’ button, which takes only a couple of minutes. Existing users can simply sign in to access their dashboard.

2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button, and a pop-up window will appear. Here, give your workflow a name that reflects its purpose, such as ‘Add or Update SendGrid Contact on Paperform Submission’.

• Name your workflow appropriately.
• Select a folder to save your workflow, like ‘Automation’.
• Click on the ‘Create’ button to proceed.

After creating the workflow, you will see two main boxes: Trigger and Action. The Trigger indicates when an event occurs, while the Action defines what happens next. Set up your Trigger to listen for new submissions from Paperform.

3. Setting Up Paperform as the Trigger Application

To configure the Trigger in Pabbly Connect, search for and select ‘Paperform’ as your trigger application. Next, choose the event ‘New Form Submission’ as your trigger event. This setup allows Pabbly Connect to listen for new submissions from your Paperform.

To connect Paperform with Pabbly Connect, you will need to copy the provided webhook URL. This URL acts as a bridge between Paperform and Pabbly Connect. Navigate to your Paperform account, select the form you want to connect, and click on the ‘Edit’ button.

• Go to the After Submission section.
• Select the Integration and Webhooks option.
• Paste the copied webhook URL and select ‘New Submission’ as the trigger event.

After saving the webhook, your Paperform will now send submission data to Pabbly Connect whenever a new form is submitted.

4. Configuring SendGrid as the Action Application

Now, it’s time to set up the Action application in Pabbly Connect. Search for ‘SendGrid’ and select it as your action application. Choose the action event ‘Add or Update Contact’. This step is crucial as it defines what happens with the data received from Paperform.

To connect SendGrid to Pabbly Connect, you will need an API key from SendGrid. Log into your SendGrid account, navigate to the settings, and find the API Keys section. Create a new API key with full access permissions, and copy this key.

Return to Pabbly Connect and paste the API key in the provided field. Select the email list where the new contact should be added. Map the necessary fields such as email, first name, and last name from the Paperform response.

Once the fields are mapped, every new submission from Paperform will automatically create or update a contact in your SendGrid account.

5. Testing the Integration and Finalizing

After setting up the integration between Paperform and SendGrid using Pabbly Connect, it’s crucial to test the workflow. Create a test submission in your Paperform to ensure that the data flows correctly into SendGrid.

Upon successful submission, return to Pabbly Connect to check if the response indicates that the contact has been added or updated in SendGrid. You can verify this by logging into your SendGrid account and checking the contacts list.

Ensure the contact details match the test submission. If everything works as expected, your automation is complete!

This integration allows you to keep your email list up-to-date effortlessly, improving your marketing efforts and customer communication.

Conclusion

In summary, using Pabbly Connect, you can efficiently automate the process of adding or updating SendGrid contacts based on Paperform submissions. This integration streamlines your workflow, ensuring your email marketing list is always current and ready for outreach.