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

Learn how to seamlessly integrate Typeform with SendGrid using Pabbly Connect to automate your lead management process. Follow this detailed tutorial for step-by-step instructions. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Typeform with SendGrid, you first need to access Pabbly Connect. This platform enables seamless automation between various applications, including Typeform and SendGrid.

Visit the Pabbly Connect website and sign in. If you’re a new user, you can sign up for free and receive 100 free tasks every month. After signing in, navigate to the dashboard where you will see all Pabbly applications.

2. Creating a Workflow in Pabbly Connect

Creating a workflow is essential for setting up your automation. In Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow, for example, ‘Create or Update SendGrid Contact on Typeform Submission’.
• Select a folder to save your workflow, such as ‘Typeform Automations’.
• Click the ‘Create’ button to finalize your workflow setup.

Your workflow will now have two sections: Trigger and Action. The Trigger is the event that starts the automation process, while the Action is what happens as a result.

3. Setting Up Trigger with Typeform

In this step, you will set up the Trigger using Typeform in Pabbly Connect. Select Typeform as the trigger application and choose the event ‘New Entry’.

To connect Typeform to Pabbly Connect, click on the ‘Connect’ button. You will be prompted to add a new connection. Authorize the connection by clicking on the ‘Accept’ button after selecting your Typeform account.

4. Performing a Test Submission

After successfully connecting Typeform, it’s time to perform a test submission to ensure everything is set up correctly. Copy the link to your Typeform and paste it into a new tab.

• Fill out the form with test data, including first name, last name, phone number, and email.
• Click the ‘Submit’ button to complete the test submission.

Return to your Pabbly Connect workflow and check if the response from the test submission has been captured successfully. This confirms that Typeform is now integrated with Pabbly Connect.

5. Setting Up Action with SendGrid

Now that the Trigger is set up, you need to configure the Action to add or update a contact in SendGrid. Select SendGrid as the action application and choose ‘Add or Update Contact’ as the action event. using Pabbly Connect

Click on the ‘Connect’ button to link your SendGrid account. You will need to provide an API key from your SendGrid account. Go to SendGrid settings, create a new API key, and copy it back to Pabbly Connect.

After connecting, select the appropriate list in SendGrid where you want to store the contacts and map the fields from the Typeform submission to SendGrid fields. Once all details are filled, click on ‘Save and Send Test Request’ to finalize the setup.

Conclusion

Integrating Typeform with SendGrid using Pabbly Connect automates your lead management process efficiently. This tutorial guides you through setting up triggers and actions seamlessly, ensuring your email list stays updated and accurate.