Integrate HubSpot with SendGrid Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate HubSpot with SendGrid using Pabbly Connect for seamless email marketing automation. Follow our step-by-step guide! Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

Setting Up Pabbly Connect Workflow for HubSpot and SendGrid Integration

To start integrating HubSpot with SendGrid using Pabbly Connect, first, access the Pabbly Connect dashboard. Sign up for free if you haven’t already, and log in to your account.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘HubSpot to SendGrid Integration’, and click on the ‘Create’ button to proceed. This will take you to the workflow page where you can set your trigger and actions.

Configuring HubSpot as the Trigger in Pabbly Connect

In the workflow setup, the first step is to set up the trigger. The trigger is the event that initiates the workflow. For this integration, select HubSpot as the trigger application in Pabbly Connect.

After selecting HubSpot, choose the trigger event as ‘New Contact Added’. Click on the ‘Connect’ button and then select ‘Add New Connection’ to link your HubSpot account. You may need to log in to HubSpot to authenticate the connection.

• Select the HubSpot account you want to connect.
• Choose the output properties you wish to fetch, such as first name, last name, email, and phone number.

After setting up the trigger, click on ‘Save and Send Test Request’ to test if the connection is working properly. Create a new contact in HubSpot to generate test data and confirm the integration.

Setting Up SendGrid as the Action in Pabbly Connect

Now that HubSpot is configured as the trigger, it’s time to set up SendGrid as the action in your Pabbly Connect workflow. Select SendGrid from the action window and choose the action event as ‘Add or Update a Contact’.

Click on the ‘Connect’ button, then select ‘Add New Connection’. To connect to your SendGrid account, you will need to provide your SendGrid API key. You can find this key in your SendGrid dashboard under Settings > API Keys.

• Generate a new API key in SendGrid and copy it.
• Paste the API key into the Pabbly Connect connection field.

Once connected, select the list in which you want to add the contacts in SendGrid. Map the fields such as email, first name, and last name using the data received from the HubSpot trigger. Finally, click on ‘Save and Send Test Request’ to add the contact to SendGrid.

Testing the Integration of HubSpot and SendGrid

After setting up both the trigger and action, it’s crucial to test the integration to ensure everything is functioning correctly. In Pabbly Connect, use the ‘Save and Send Test Request’ button to send the test data from HubSpot to SendGrid.

Check your SendGrid dashboard to confirm that the new contact has been added. You should see the test contact listed in the selected contact list. If successful, you will receive a confirmation message in Pabbly Connect.

With the integration working, any new contact added in HubSpot will automatically be sent to SendGrid without any manual effort. This automation saves time and enhances your email marketing efforts.

Conclusion

Integrating HubSpot with SendGrid through Pabbly Connect allows for seamless email marketing automation. By following these steps, you can efficiently manage your contacts and enhance outreach efforts. Start automating today for better productivity!