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

Learn how to seamlessly integrate SendGrid with Paperform using Pabbly Connect. This guide covers every step to add or update SendGrid contacts automatically. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating SendGrid with Paperform, you first need to access Pabbly Connect. Open your browser and search for Pabbly Connect to reach the landing page.

If you don’t have an account, click on the ‘Sign Up for Free’ button. This process takes only a couple of minutes and gives you 100 free tasks every month. If you already have an account, simply sign in.

2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ button. You will then need to name your workflow. A suitable name for this integration could be ‘Add or Update SendGrid Contact on Paperform Submission’.

After naming your workflow, click ‘Create’. This will take you to the workflow setup area where you can define your trigger and action. Remember, triggers indicate when an action should occur.

• Click on the ‘Create Workflow’ button.
• Name your workflow appropriately.
• Define your trigger and action in the setup area.

After setting up the workflow, you will need to configure the trigger application, which in this case is Paperform.

3. Setting Up the Trigger with Paperform

In this step, you will set your trigger application to Paperform. Search for Paperform in the trigger application section and select it. The trigger event should be set to ‘New Form Submission’.

Next, you will need to connect Paperform to Pabbly Connect using the webhook URL provided. Copy the webhook URL and head to your Paperform account to configure the integration.

• Select Paperform as the trigger application.
• Set the trigger event to ‘New Form Submission’.
• Paste the webhook URL in the Paperform integration settings.

Once the webhook is set, you can create a test submission in Paperform to confirm that the integration works correctly.

4. Configuring the Action to Update SendGrid Contacts

After successfully setting up your trigger, the next step is to configure the action in SendGrid. In Pabbly Connect, search for SendGrid and select it as the action application.

Choose the action event as ‘Add or Update Contact’. You will need to connect your SendGrid account by entering the API key obtained from your SendGrid settings. This key is crucial for linking SendGrid with Pabbly Connect.

Select SendGrid as the action application. Set the action event to ‘Add or Update Contact’. Connect with your SendGrid account using the API key.

Once the connection is established, you will map the fields from the Paperform submission to the SendGrid contact fields.

5. Mapping Fields and Testing the Integration

With your action configured, the next step is to map the fields from your Paperform submission to the corresponding fields in SendGrid. This ensures that the data collected from the form is accurately reflected in your SendGrid contacts. using Pabbly Connect

After mapping the necessary fields such as first name, last name, email, and city, click on ‘Save and Send Test’. This will send a test contact to SendGrid for verification.

Map the fields from Paperform to SendGrid. Click ‘Save and Send Test’ to verify the integration. Check SendGrid to confirm the new or updated contact.

Once confirmed, your integration is complete, and you can automate the process of adding or updating SendGrid contacts based on Paperform submissions.

Conclusion

This tutorial demonstrated how to integrate SendGrid with Paperform using Pabbly Connect. By following these steps, you can automate the process of adding or updating contacts in SendGrid based on form submissions, enhancing your marketing efforts.

Utilizing Pabbly Connect simplifies the integration process, allowing for efficient management of your contacts and improved communication with your audience.