How to Create or Update SendGrid Contact on Tally Forms Submission Using Pabbly Connect

Learn how to automate the process of creating or updating SendGrid contacts from Tally Forms submissions using Pabbly Connect with this step-by-step tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start creating or updating SendGrid contacts on Tally Forms submission, you need to access Pabbly Connect. This powerful integration platform allows you to automate workflows effortlessly.

Begin by visiting the Pabbly Connect website. If you’re a new user, you can sign up for free and receive 100 free tasks every month. Existing users can simply log in to their account and navigate to the dashboard.

2. Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, you can create a new workflow to automate the process. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Enter a name for your workflow, such as ‘Create or Update SendGrid Contact on Tally Form Submission’.
• Select a folder to save your workflow, for example, ‘Tally Forms Automation’.
• Click the ‘Create’ button to finalize your workflow setup.

Your workflow will now display two windows: one for the trigger and one for the action. This setup is essential for the automation process.

3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. Select ‘Tally’ as your trigger application and choose ‘New Response’ as the trigger event.

After selecting these options, Pabbly Connect will provide you with a unique webhook URL. Copy this URL to connect your Tally form to Pabbly Connect.

• Open your Tally form settings and navigate to the ‘Integrations’ section.
• Click on the ‘Connect’ button next to ‘Webhooks’ and paste the copied URL.
• Click the ‘Connect’ button again to finalize the integration.

Once the webhook URL is successfully added, you can perform a test submission to ensure that the connection is working properly.

4. Setting Up the Action Step in Pabbly Connect

Now that the trigger is set up, it’s time to configure the action step in Pabbly Connect. Select ‘SendGrid’ as the action application and choose ‘Add or Update Contact’ as the action event.

To establish a connection between SendGrid and Pabbly Connect, you will need an API key from your SendGrid account. Follow these steps:

Log into your SendGrid account and navigate to the ‘Settings’ option. Click on ‘API Keys’ and create a new API key with full access. Copy the API key and paste it into Pabbly Connect to establish the connection.

After connecting, select the list where you want to add the new contacts and map the data from the previous step to ensure that the correct information is sent to SendGrid.

5. Testing the Integration in Pabbly Connect

With the action step configured, it’s essential to test the integration. Fill out the Tally form with test data and submit it.

Return to Pabbly Connect to see if the new contact has been created in your SendGrid account. If successful, the new contact information will appear in your SendGrid list, confirming that the integration works seamlessly.

By following these steps, you can automate the process of creating and updating SendGrid contacts from Tally Forms submissions using Pabbly Connect. This will save you time and help you manage your leads effectively.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to create or update SendGrid contacts based on Tally Forms submissions. By automating this process, you can enhance your lead management and communication efficiency.