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

Learn how to integrate Zoho Forms with SendGrid using Pabbly Connect to automate contact creation and updates effortlessly. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Zoho Forms with SendGrid, you first need to access Pabbly Connect. Simply go to the Pabbly Connect website and log in using your credentials. If you’re new, you can sign up for free and explore the platform with 100 free tasks monthly.

Once logged in, navigate to your dashboard and click on the ‘Access Now’ button for Pabbly Connect. This action will take you to the workflow creation section where you can set up the integration.

2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Click on the blue ‘Create Workflow’ button. You’ll be prompted to name your workflow; for instance, you can name it ‘Create or Update SendGrid Contact on Zoho Forms Submission’ and save it in the ‘Automations’ folder.

• Click on the ‘Create’ button to proceed.
• This opens the workflow window where you will set triggers and actions.

In this window, you will define your trigger application. For this integration, select ‘Zoho Forms’ as your trigger application and choose ‘New Form Submitted’ as the trigger event. This setup ensures that every time a new form submission occurs, the workflow will be activated.

3. Setting Up Zoho Forms Trigger

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL, as you will need it to connect Zoho Forms to your workflow. Next, log in to your Zoho Forms account and edit the form you want to integrate.

• Navigate to the Integrations tab in your Zoho Forms settings.
• Enable the webhook status and paste the copied URL in the webhook URL field.
• Set the content type to ‘application/json’ and the authorization type to ‘None’.

Once the webhook is configured, save the settings. This action will establish a connection between your Zoho Forms and Pabbly Connect, allowing data to flow seamlessly into your SendGrid account.

4. Configuring SendGrid Action in Pabbly Connect

Now that your trigger is set up, it’s time to configure the action in Pabbly Connect. Select ‘SendGrid’ as your action application and choose ‘Add or Update Contact’ as the action event. You will need to connect your SendGrid account to Pabbly Connect by providing the API key.

To get the API key, log into your SendGrid account, go to Settings, and then API Keys. Create a new API key with full access and copy it. Back in Pabbly Connect, paste the API key into the connection setup and click ‘Save’.

Select the list in SendGrid where you want to add the new contacts. Map the email address and other relevant fields from the Zoho Forms submission to the corresponding fields in SendGrid.

Once you have mapped the fields, send a test request to ensure that the integration works correctly. If successful, you will see the new contact appear in your SendGrid account.

5. Testing the Integration Workflow

To test your workflow, return to Zoho Forms and submit a new form entry. This action will trigger the integration and send the data to SendGrid through Pabbly Connect. After submission, check your SendGrid account under the ‘Contacts’ section to verify that the new contact has been added successfully.

You can perform multiple tests with different entries to ensure that every submission creates or updates a contact in SendGrid. This setup allows for real-time updates to your email marketing list, enhancing your communication strategy.

With Pabbly Connect, you can automate this process entirely, ensuring that your leads are captured without manual intervention. This efficiency allows you to focus on converting leads into paying clients.

Conclusion

Using Pabbly Connect, you can effortlessly create or update SendGrid contacts based on Zoho Forms submissions. This integration streamlines your workflow, ensuring your email marketing lists are always up-to-date without manual effort.