Integrating Google Forms and SendGrid with Pabbly Connect: A Step-by-Step Guide

Learn how to automate the process of adding leads from Google Forms to SendGrid using Pabbly Connect in this detailed tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, we first need to access Pabbly Connect. This platform allows us to automate tasks between applications seamlessly.

Begin by navigating to the Pabbly Connect website. If you are an existing user, sign in to your account. New users can sign up for free and receive 100 tasks monthly. Once logged in, you will land on the Pabbly Connect dashboard, where you can create workflows to automate your tasks.

2. Creating a New Workflow in Pabbly Connect

Next, we will create a new workflow in Pabbly Connect to connect Google Forms with SendGrid. 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 Google Form Submission’.
• Select a folder to save this workflow, for example, ‘Google Forms Automations’.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see two windows labeled ‘Trigger’ and ‘Action’. The trigger is what starts the automation, while the action is what happens as a result.

3. Setting Up the Trigger with Google Forms

Now, we will set up the trigger for our workflow using Pabbly Connect. Select Google Forms as your trigger application. This allows Pabbly Connect to capture new responses from your form submissions.

For the trigger event, choose ‘New Response Received’. Pabbly Connect will then provide you with a webhook URL. Copy this URL to connect your Google Form to Pabbly Connect.

• Open your Google Form and navigate to the ‘Responses’ section.
• Click on ‘Link to Sheets’ to create a new spreadsheet for storing responses.
• In the spreadsheet, go to ‘Extensions’, then ‘Add-ons’, and search for ‘Pabbly Connect Webhooks’ to install it.

After installation, set up the webhook URL in the Pabbly Connect Webhooks add-on by pasting the copied URL and specifying the trigger column in your spreadsheet.

4. Setting Up the Action with SendGrid

With the trigger set, we will now configure the action step in Pabbly Connect. Choose SendGrid as the action application. This step will add or update contacts in your SendGrid account based on the form responses.

Select the action event as ‘Add or Update a Contact’. To connect SendGrid to Pabbly Connect, click on the ‘Connect’ button and enter your SendGrid API key. This key can be generated from your SendGrid account under the API settings.

After connecting, choose the list to which the contacts will be added, such as ‘Google Forms Leads’. Map the fields from Google Forms to SendGrid, such as First Name, Last Name, Email, and Phone Number. Click on ‘Save and Send Test Request’ to verify the integration.

Once the test request is successful, check your SendGrid account to confirm that the new contact has been added.

5. Conclusion

In this tutorial, we demonstrated how to automate the process of adding leads from Google Forms to SendGrid using Pabbly Connect. By following these steps, you can efficiently manage your leads without manual data entry.

Utilizing Pabbly Connect for integration not only saves time but also enhances your marketing efforts by ensuring that all leads are captured and managed effectively.