Integrate TagMango Leads to SendGrid Using Pabbly Connect

Learn how to integrate TagMango leads into SendGrid as contacts using Pabbly Connect in this detailed step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To integrate TagMango leads with SendGrid, the first step is to set up Pabbly Connect. This platform automates the process of transferring leads from TagMango to SendGrid. Begin by signing up for a free account on Pabbly Connect, which can be done quickly via the provided link.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will create a new workflow that will facilitate the connection between TagMango and SendGrid. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘TagMango to SendGrid.’ Select a folder for organization and click ‘Create’.

2. Configuring the Trigger with TagMango

The next step involves configuring the trigger for your workflow in Pabbly Connect. In the trigger window, select TagMango as the app. Choose the trigger event as ‘Lead Capture’. This setup allows Pabbly Connect to listen for new leads generated from your TagMango landing page.

• Search for TagMango in the app selection.
• Select ‘Lead Capture’ as the trigger event.
• Connect your TagMango account by entering the API key found in your TagMango settings.

After connecting, select the specific landing page from which you want to capture leads. Click ‘Save’ and then ‘Send Test Request’ to ensure everything is working correctly. Once the test response is captured, you will see the lead details ready for mapping in the next step.

3. Setting Up the Action to SendGrid

Now, it’s time to set up the action step in Pabbly Connect where you will send the captured lead details to SendGrid. In the action window, search for SendGrid and select it as your app. Choose the action event as ‘Add or Update Contact’. This action will ensure that new leads from TagMango are added as contacts in SendGrid.

• Connect your SendGrid account using the API key generated in your SendGrid settings.
• Select the contact list in SendGrid where you want to add the new leads.
• Map the lead details from the TagMango trigger to the corresponding fields in SendGrid.

After mapping the necessary fields such as email, name, and city, click ‘Save and Send Test Request’. This will send the lead information to SendGrid, confirming that your integration is functional.

4. Testing the Integration Workflow

After setting up the action, it’s crucial to test the integration workflow you created using Pabbly Connect. Go back to your TagMango landing page and enter the details of a test lead. For instance, use a name like ‘Test User’ with an email and phone number.

Once you submit the form, check your TagMango account to ensure the lead has been recorded. Then, return to Pabbly Connect and observe the trigger step to see if the test lead details have been captured successfully. If the details appear, it indicates that the trigger is functioning properly.

Next, verify in your SendGrid account that the test lead has been added to the selected contact list. You should see the new contact with the same details you entered in TagMango. This confirms that the entire workflow is operating as intended.

5. Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to seamlessly integrate TagMango leads into SendGrid as contacts. By following the outlined steps, you can automate the process of adding new leads to your email marketing list. This integration not only saves time but also enhances your lead management efficiency.

Utilizing Pabbly Connect allows for easy automation between various applications, ensuring your business operates smoothly and efficiently. Start your integration journey today!