Integrating SendGrid with Gravity Forms Using Pabbly Connect

Learn how to automate the creation and updating of SendGrid contacts from Gravity Forms submissions using Pabbly Connect in this detailed tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating the process of creating or updating SendGrid contacts from Gravity Forms submissions, you need to access Pabbly Connect. First, visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free to take advantage of the features offered.

Once logged in, you will see the Pabbly Connect dashboard where you can manage your workflows. Click on the ‘Access Now’ button to navigate to the integration section. Here, you will begin the process of creating a workflow that connects Gravity Forms to SendGrid through Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow specifically for connecting your Gravity Forms submissions to SendGrid. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear prompting you to name your workflow.

• Name your workflow as ‘Create or Update SendGrid Contact on Gravity Forms Submission.’
• Select an appropriate folder to save your workflow, such as ‘Gravity Forms Automations.’

After naming your workflow and selecting the folder, click on the ‘Create’ button. This action will set up the workflow, and you will see two main sections: Trigger and Action. The trigger will be set to capture new submissions from Gravity Forms while the action will handle the creation or update of contacts in SendGrid through Pabbly Connect.

3. Setting Up the Trigger for Gravity Forms

Now, it’s time to set up the trigger for your workflow. Select ‘Gravity Forms’ as the trigger application and choose ‘New Response’ as the trigger event. This selection allows Pabbly Connect to capture responses whenever a new form submission occurs.

After selecting the trigger, Pabbly Connect will provide you with a unique webhook URL. Copy this URL and proceed to your Gravity Forms account. Navigate to the form you wish to connect and open the settings. In the settings, go to the Webhooks section and click on ‘Add New.’ Here, paste the copied webhook URL and configure the request method as POST and format as JSON.

4. Testing the Integration Between Gravity Forms and SendGrid

With the webhook set up, it’s essential to test the integration to ensure that data flows correctly from Gravity Forms to SendGrid through Pabbly Connect. Submit a test form using the Gravity Forms preview option. Fill in the necessary fields such as name, email, address, and phone number.

• First Name: Test
• Last Name: Lead
• Email: [email protected]
• Address: 11 Old Town
• City: Bal
• State: Madhya Pradesh
• ZIP Code: 123456

Once you submit the form, return to Pabbly Connect and check if the trigger captures the response successfully. If the data appears correctly, it indicates that the integration is functioning as intended.

5. Setting Up the Action to Update SendGrid Contacts

After confirming that the trigger is working, you can now set up the action in Pabbly Connect. Select ‘SendGrid’ as the action application and choose ‘Add or Update Contact’ as the action event. This step will allow you to create or update contacts in your SendGrid account based on the submissions received from Gravity Forms.

Next, you will need to connect your SendGrid account with Pabbly Connect. Click on the ‘Connect’ button and enter your SendGrid API key to establish the connection. Once connected, select the list where you want to add new contacts, such as ‘New Leads.’

Map the data fields from the Gravity Forms submission to the corresponding fields in SendGrid. For instance, map the email, first name, last name, address, and other details. Finally, test the action to ensure that a new contact is successfully created in SendGrid based on the test submission.

Conclusion

In this tutorial, we explored how to automate the process of creating or updating SendGrid contacts from Gravity Forms submissions using Pabbly Connect. By following these steps, you can efficiently manage your email marketing contacts without manual effort, allowing you to focus on your marketing strategies.