Automate Unsubscribe Actions from SendGrid to Zoho Campaigns Using Pabbly Connect

Learn how to automate the transfer of unsubscribed contacts from SendGrid to Zoho Campaigns using Pabbly Connect for seamless email marketing integration. 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. Overview of Pabbly Connect Integration

Pabbly Connect is a powerful integration platform that allows you to automate workflows between applications like SendGrid and Zoho Campaigns. In this tutorial, we will show you how to set up an automation that transfers unsubscribed contacts from SendGrid to Zoho Campaigns. using Pabbly Connect

To begin, sign up for a free account on Pabbly Connect and access the dashboard. Here, you can create workflows that automate tasks without any coding required. This integration will ensure that when a contact unsubscribes from SendGrid, they will be automatically added to the ‘Do Not Email’ list in Zoho Campaigns.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, start by clicking the ‘Create Workflow’ button on the dashboard. You will need to name your workflow, for example, ‘SendGrid to Zoho Unsubscribe Automation.’ This name helps in identifying the purpose of the workflow. using Pabbly Connect

Once named, click the ‘Create’ button. The workflow page will load, displaying the trigger and action blocks. For this integration, the trigger will be an unsubscribe event from SendGrid, and the action will be to add the contact to the ‘Do Not Email’ list in Zoho Campaigns.

• Click on ‘Create Workflow’.
• Name your workflow appropriately.
• Select the trigger application (SendGrid).

After setting up the trigger, you will configure the action that follows when the trigger event occurs. This setup is crucial for ensuring seamless automation.

3. Configuring the SendGrid Webhook in Pabbly Connect

In this step, you will configure the SendGrid webhook. Search for SendGrid in the trigger application section and select it. Choose the trigger event as ‘Configure Webhooks’. This action will provide you with a unique URL that Pabbly Connect will use to receive data from SendGrid. using Pabbly Connect

Copy the provided webhook URL and navigate to your SendGrid account. In SendGrid, go to ‘Settings’ and then to ‘Mail Settings’. Under ‘Mail Settings’, find the ‘Webhook Settings’ option. Click on ‘Event Webhooks’ and then select ‘Create New Webhook’. Here, paste the copied URL in the ‘Post URL’ field and ensure to check the ‘Unsubscribed’ option to capture unsubscribe events.

• Navigate to SendGrid settings and find ‘Mail Settings’.
• Select ‘Webhook Settings’ and click ‘Create New Webhook’.
• Paste the Pabbly Connect URL in the ‘Post URL’ field.

After saving the webhook, test the integration to ensure it is working properly. This step is vital as it confirms that Pabbly Connect is receiving the unsubscribe data from SendGrid.

4. Setting Up the Zoho Campaigns Action in Pabbly Connect

With the SendGrid webhook configured, the next step is to set up the action in Zoho Campaigns. In the action application section of Pabbly Connect, search for Zoho Campaigns and select it. Choose the action event as ‘Do Not Mail’ to move unsubscribed contacts to the designated list. using Pabbly Connect

Click on the ‘Connect’ button to establish a connection between Pabbly Connect and Zoho Campaigns. You will need to provide your Zoho account domain (for example, zoho.in) and grant necessary permissions. Once connected, map the email address obtained from the SendGrid unsubscribe event to the Zoho Campaigns action.

Search for Zoho Campaigns in the action section. Select the action event as ‘Do Not Mail’. Map the email from the previous step to the action.

Once the email is mapped, click on ‘Save and Send Test Request’ to finalize the setup. This action will ensure that the unsubscribed contact is moved to the ‘Do Not Email’ list in Zoho Campaigns.

5. Testing and Verifying the Integration

After setting up the integration, it’s time to test and verify that everything is functioning correctly. Start by adding a new contact in SendGrid and send a sample email campaign. Once the email is sent, unsubscribe using the provided link in the email. using Pabbly Connect

Return to Pabbly Connect and check if the unsubscribe event has been captured. You should see the details of the unsubscribed contact in the workflow. If the integration is successful, the contact will be automatically added to the ‘Do Not Email’ list in Zoho Campaigns without any manual intervention.

Add a new contact and send a sample email. Unsubscribe from the email campaign. Check Pabbly Connect for the captured unsubscribe event.

By following these steps, you can ensure that your integration is working seamlessly. Pabbly Connect simplifies the process of managing unsubscribed contacts, saving you time and effort in email marketing management.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the transfer of unsubscribed contacts from SendGrid to Zoho Campaigns. By setting up this integration, you can efficiently manage your email lists and ensure compliance with unsubscribe requests, enhancing your email marketing strategy.