How to integrate Wix with SendGrid to register contacts in SendGrid from forms submitted on Wix

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

When using lead information collected from web forms for marketing or sales, it is necessary to register the information in the systems or databases used for each task. However, if there are errors in the registered data, approaches and analyses cannot be performed correctly, and if registration takes time, the initial response will be delayed. Therefore, we recommend automating the data transcription process.

This article introduces how to register a new contact in SendGrid based on the information when a form created with Wix is submitted. This automation eliminates the need for manual data entry, allowing for a quick response to leads.

Benefits of Integrating Wix and SendGrid

Benefit 1: Streamlining Lead Information Management

When a Wix form is submitted, a contact is automatically registered in SendGrid, eliminating the need for manual lead information entry. This reduces human errors such as transcription mistakes and registration omissions, preventing the loss of lead information. The burden of transcription work on the person in charge is reduced, allowing resources to be allocated to other tasks. As a result, efficiency in lead management, sales activities, and marketing operations can be expected.

Benefit 2: Speeding Up Follow-Ups

If automation allows for the automatic completion of contact registration immediately after form submission, welcome emails and follow-up emails can be sent smoothly. By starting to provide information at the timing when the lead is interested, you can quickly begin building relationships with potential customers. If you prepare SendGrid templates in advance to match the created form, you can make a quick and consistent approach tailored to the needs of the recipient.

Consider introducing the integration to efficiently conduct sales activities and marketing by gaining these benefits. With the automation tool Yoom, you can easily set it up.

[About Yoom]

How to Create a Wix and SendGrid Integration Flow

Now, let's set up the integration and automation of business flows between Wix and SendGrid.

Using a template, we will introduce the procedure for creating a business flow of "Registering a contact in SendGrid when a form is submitted in Wix".

Before You Start

1. Please create a form for responses in Wix and a (contact) list in SendGrid to register the information obtained from the form as contacts.

2. Please log in to Yoom.

3. Click the "Try it" button below to copy the template in Yoom.

Step 1: Integrate My Apps with Wix and SendGrid

*If you have already completed the app integration, please proceed to Step 2.

1. Select "My Apps" from the left menu and click "+ New Connection" on the right side of the screen.

2. From the list of new connections in My Apps, select Wix and SendGrid respectively, and integrate the apps.

*For generating the API key and obtaining the account ID required for Wix integration, please refer to the "Generate API Key" and "Obtain Account ID" sections in this official help center article. Additionally, the site ID can be confirmed from the Wix URL. If the URL is "https://manage.wix.com/dashboard/●●●/setup", the part ●●● is the site ID.

*For creating the API key required for SendGrid integration, please refer to the "Create API Key" section in this official user manual article. Please note that if you select "Read Access" for permissions, you will only be able to use read functions such as data retrieval.

Next, copy the template to My Project and create a flow bot.
If you haven't copied it yet, please copy the flow bot template from below.

1. Hover over the banner and click "See Details"
2. Click "Try This Template" on the page you moved to
3. Register for Yoom
※ If you have already completed registration, the login screen will be displayed, so please log in.

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Step 2: Setting the Trigger to Activate When a Form is Submitted in Wix

1. Open the copied template.
　※ You can change it to any title from the red frame part in the figure below.

2. Click on the Flowbot's "App Trigger: When Form is Submitted".

3. Select the linked account and action.
　Change the title if necessary and click "Next".

4. Set up the Webhook event reception settings for the app trigger.
　Please refer to the instructions and precautions to set it to activate when the form is submitted.
　※ Reference: Wix Automation: Sending Data via Webhook (Wix Official Help Center Article)

5. Enter test values into the Wix form and click "Test" after submission.

6. If the test is successful, click "Save".

Step 3: Setting the Action to Add a New Contact in SendGrid

1. Click on the Flowbot's "Integrate with App: Add New Contact to Contact List".

2. Select the linked account and action.
　Change the title if necessary and click "Next".

3. Set up the API connection.
　・Email Address, Last Name, First Name: Use the output obtained in Step 2 to input.
　・List to Add "List ID": Enter or select the ID of the list to which you want to add the contact.
　　※ The figure below is an example of input.

　※ The figure below is an example of output reference. When you click the input field, candidates will be displayed, so please select the target item.

　※ If you want to add to multiple contact lists, click "+ Add List to Add" to set it. Also, to delete the second and subsequent input frames, click the ✕ mark at the top right of the frame.

4. Click "Test".

5. If the test is successful, click "Save".

This completes the flow "Register a Contact in SendGrid When a Form is Submitted in Wix".

Switch the trigger of the saved flow to "ON" to activate it.

The Flowbot template used this time
Register a Contact in SendGrid When a Form is Submitted in Wix

Other Examples of Automation Using Wix

There are many other examples of automation using Wix on Yoom, so here are a few introductions.

1. A flow where an email is sent from Outlook when a Wix form response is submitted. This can be used for various purposes depending on the type of form, such as automatic response messages for inquiries, sending requested materials and access links, or thank-you messages for survey responses. It is expected to reduce the burden on staff and speed up response times.

2. This is a flow for adding information to a Notion database when a Wix form response is submitted. By automatically syncing, you can reduce the effort and errors of manual entry, and share a list of inquiry and lead information with the entire team. It enables simultaneous editing by multiple people and communication using the commenting feature.

3. This is a flow to notify Chatwork when a Wix form response is submitted. By integrating with commonly used chat tools, you can keep track of responses without frequently checking the management screen or email, which is expected to improve the accuracy of information sharing. If there are subsequent tasks related to the response, it is also possible to register them as individual tasks on Chatwork.

Summary

We introduced a method to integrate Wix with SendGrid to automatically add new contacts based on lead information submitted through forms. This integration eliminates the need for manual data entry, reducing the workload on staff and minimizing human errors. Additionally, by shortening the registration time, you can start approaching leads more quickly. To improve lead management efficiency and speed up follow-ups, we encourage you to try this integration using Yoom.

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