Integrating Pipeline with SendGrid Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Pipeline with SendGrid using Pabbly Connect for automated contact creation from form submissions. Follow this detailed tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, first visit the Pabbly Connect website. This platform allows you to automate workflows between various applications, including Pipeline and SendGrid. If you’re new to Pabbly Connect, click on ‘Sign Up for Free’ to create an account.

After signing up, you will receive 100 free tasks to explore the platform. If you already have an account, simply click on ‘Sign In’. Once logged in, navigate to the ‘All Apps’ section and select Pabbly Connect to access the dashboard.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ option. This will prompt you to name your workflow. For this integration, name it ‘Create SendGrid Contacts from Pipeline Form Submission’. After naming, click on ‘Create’ to proceed.

Now, you will see two sections: Trigger and Action. In this case, the trigger will be Pipeline, and the action will be SendGrid. This means that whenever a new form is submitted in Pipeline, a new contact will automatically be created in SendGrid using Pabbly Connect.

• Click on ‘Add New Workflow Trigger’
• Select ‘Form Submitted’ as the trigger event
• Copy the provided webhook URL

After setting up the trigger, you will need to go to your Pipeline account to set up the corresponding webhook.

3. Setting Up Pipeline for Webhook Response

Log into your Pipeline account and navigate to the ‘Automations’ section. Click on ‘Create Workflow’, then select the ‘Start from Scratch’ template. Here, you will also choose a trigger and action, similar to Pabbly Connect.

For the trigger, select ‘Form Submitted’ and save it. Then, click on ‘Add Your First Action’ and choose ‘Webhook’. In the method, select ‘POST’ and paste the webhook URL you copied from Pabbly Connect. Finally, save this action and publish the workflow.

Make sure to test the connection by filling out the form in Pipeline. This will send a test submission to Pabbly Connect, allowing you to capture the webhook response.

4. Testing the Integration with Pabbly Connect

After setting up both applications, it’s time to test the integration. Fill out the Pipeline form with dummy data, including first name, last name, email, and phone number. Once submitted, return to Pabbly Connect to see if the webhook response has been captured successfully.

If the response is received, you will see the data you entered. Now, proceed to set up the action in Pabbly Connect to create a new contact in SendGrid. Select SendGrid as your action application and choose ‘Add or Update Contact’ as the action event.

• Connect to SendGrid by adding a new connection
• Enter your SendGrid API key
• Map the form fields to the corresponding SendGrid fields

After mapping the fields, click ‘Save and Send Test Request’ to finalize the process. If successful, a new contact will be created in SendGrid with the details from your Pipeline form submission.

5. Finalizing the Integration Process

Once you have tested the integration and confirmed that a new contact has been created in SendGrid, your workflow is complete. This means that every time a new form is submitted in Pipeline, a new contact will automatically be generated in SendGrid via Pabbly Connect.

To summarize, you have successfully integrated Pipeline with SendGrid using Pabbly Connect. This integration automates the process of adding new contacts based on form submissions, saving you time and effort.

Now you can explore other integrations with Pabbly Connect to enhance your workflow even further. If you have any questions, feel free to reach out to Pabbly support for assistance.

Conclusion

This tutorial outlined how to integrate Pipeline with SendGrid using Pabbly Connect. By following the steps, you can automate contact creation from form submissions effectively. Enjoy the benefits of seamless integration!