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

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 conducted 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 new contacts in SendGrid based on the information when a form created with Wix is submitted. This automation eliminates the hassle of 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, contacts are 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 staff is reduced, allowing resources to be allocated to other tasks. As a result, efficiency in lead management, as well as sales and marketing activities, can be expected.

Benefit 2: Speeding Up Follow-Ups

If contact registration can be automatically completed immediately after form submission through automation, smooth sending of welcome emails and follow-up emails becomes possible. By starting to provide information at the timing when leads are interested, you can quickly begin building relationships with potential customers. If you prepare SendGrid templates in advance according to the created form, you can approach the needs of the recipient quickly and consistently.

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

[What is Yoom]

How to Create a Wix and SendGrid Integration Flow

Now, let's set up the integration of Wix and SendGrid and automate the workflow.

Using a template, we will introduce the steps to create a workflow to "register a contact in SendGrid when a form is submitted in Wix."

Before You Begin

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. Log in to Yoom.

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

Step 1: Connect My Apps with Wix and SendGrid

*If you have already connected the apps, 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 new connection list in My Apps, select Wix and SendGrid respectively, and connect the apps.

*For generating the API key and obtaining the account ID required for connecting Wix, please refer to the "Generate an API Key" and "Obtain Account ID" sections in this official help center article. 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 connecting SendGrid, please refer to the "Create an 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 the data retrieval and reading functions.

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 "View Details"
2. Click "Try This Template" on the page you navigated to
3. Register for Yoom
※ If you have already completed registration, the login screen will be displayed, so please log in.

‍

Step 2: Setting up a 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 in the image 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 app trigger's Webhook event reception.
　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 submit, then click "Test".

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

Step 3: Setting up an 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 the contact will be added.
　　※ The image below is an example of input.

　※ The image 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 up. If you want to delete the second or subsequent input fields, click the ✕ mark in the upper right corner 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 Automation Examples Using Wix

There are many other examples of automation using Wix in 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 or access links, and 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 to add information to the Notion database when a Wix form response is submitted. By automatically syncing, it reduces the effort and errors of transcription, allowing the information of inquiries and leads to be listed and shared with the entire team. It enables communication using simultaneous editing by multiple people and the comment function.

3. 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 content, it is also possible to register them as individual tasks on Chatwork.

Summary

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

‍