Automate Email Sending with Pabbly Connect and SendGrid Using Webhooks

Learn how to automate email sending via SendGrid using Pabbly Connect and webhooks. Follow this step-by-step guide for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, first, access the platform by signing in or creating an account. Simply visit the Pabbly Connect dashboard where you can create workflows.

Once you are logged in, locate the ‘Create Workflow’ button on the right side of the dashboard. This allows you to initiate a new integration workflow seamlessly.

2. Creating a New Workflow in Pabbly Connect

After clicking on ‘Create Workflow’, a dialog box will prompt you to name your workflow. For this tutorial, name it ‘Send Email via SendGrid from Webhook Response’. Click on ‘Create’ to proceed. using Pabbly Connect

• Enter a descriptive name for your workflow.
• Select the trigger and action applications.
• Ensure you understand the trigger-action relationship.

Now, you will see two important sections: Trigger and Action. Your trigger will be ‘Webhook by Pabbly’. Click on this option to set up your webhook integration.

3. Setting Up Webhook in Pabbly Connect

Upon selecting the webhook trigger, you will receive a unique webhook URL. This URL is crucial as it allows you to connect any application that supports webhooks with Pabbly Connect.

Copy this webhook URL and move to your form application, such as Gravity Forms. Here, you will configure the webhook to send data to Pabbly Connect every time a form is submitted.

• Activate the Webhooks add-on in Gravity Forms.
• Paste the copied webhook URL into the designated field.
• Set the request method to POST and format to JSON.

Once you have saved these settings, perform a test submission in Gravity Forms to ensure that the webhook is functioning correctly.

4. Integrating SendGrid with Pabbly Connect

Next, you will set up SendGrid as your action application in Pabbly Connect. Select SendGrid and choose the action event to ‘Send Email’. This action will trigger once the webhook receives a response.

To connect SendGrid, you will need to generate an API key from your SendGrid account. Log in to SendGrid, navigate to Settings, and create an API key with full access.

Name your API key for easy identification. Ensure the key has full access permissions. Copy the API key and paste it back into Pabbly Connect.

After successfully connecting SendGrid, fill in the required fields such as the recipient’s email address, subject, and content of the email. Use the mapping feature to dynamically pull data from the webhook response.

5. Testing the Integration in Real-Time

To confirm that your integration works, perform a real-time test by submitting a form entry in Gravity Forms. After submission, check your email to see if the automated message was sent successfully through SendGrid.

If everything is set up correctly, you should receive an email with the content specified in the Pabbly Connect workflow. This indicates that the integration is functioning as intended.

Submit the form with new data to test the flow. Verify that the email content matches your specifications. Check for any errors in the workflow if the email is not received.

In conclusion, by following these steps, you can successfully automate email sending using Pabbly Connect and SendGrid. This integration allows for seamless communication with users based on form submissions.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

By utilizing Pabbly Connect, you can easily connect various applications and automate processes, enhancing your workflow efficiency.