Add user information submitted through Zoho Forms to a SendGrid contact list
Add user information submitted through Zoho Forms to a SendGrid contact list
Launch this workflow to connect
SendGrid &
Zoho Forms
!
■Overview
Are you manually adding the lead information collected through Zoho Forms to a SendGrid list for email distribution? These repetitive data entry tasks are not only time-consuming but can also lead to human errors such as typos and missed registrations. With this workflow, information is automatically added to your SendGrid contact list as soon as a form is submitted in Zoho Forms, eliminating these issues and enabling you to reach out to customers faster.
■Who is this template for?
- Marketing professionals who manage leads collected through Zoho Forms in SendGrid
- Anyone looking to reduce the effort of manual data entry and prevent human errors such as typos
- Anyone looking to respond to form inquiries faster and improve customer engagement
■Benefits of using this template
- Contacts are automatically added to SendGrid when a form is submitted in Zoho Forms, reducing the time spent manually transferring data.
- Reduce the risk of errors such as mistyped email addresses and missed registrations during manual data migration, while maintaining data accuracy.
■Workflow steps
- First, connect Zoho Forms and SendGrid to Yoom.
- Next, select Zoho Forms as the trigger, set the action to “When a form is submitted,” and specify the target form.
- Finally, set SendGrid’s “Add a new contact to a contact list” action as the operation and map the information retrieved from Zoho Forms.
※“Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.
■Customizing this workflow
- When setting SendGrid’s “Add a new contact to a contact list” action, select the contact list where you want to add the contact.
- You can also map information retrieved from Zoho Forms, such as names and email addresses, to the corresponding contact fields in SendGrid as variables.
■Notes
- Connect Zoho Forms and Baserow to Yoom.
- For instructions on configuring the Zoho Forms webhook, see How to configure a Zoho Forms webhook.
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About the Apps
SendGrid
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Zoho Forms
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Zoho Forms
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About the apps you use
SendGrid
Yoom allows you to utilize SendGrid's API without any coding. You can not only automate email sending from SendGrid but also retrieve the bounce list via the API.
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Zoho Forms
Yoom allows integration with Zoho Forms API without any code, enabling automatic transfer of information submitted through Zoho Forms to other services. For example, you can link the information submitted via Zoho Forms to Excel or Google Sheets, or send notifications to chat tools like Slack or Teams.
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No-Code API Actions
Executable API actions
Flowbot triggers
When the Form Is Submitted
Flowbot operations
Send Email
Retrieve Bounce List
Create Contact List
Add New Contact to Contact List
Delete Contacts
Send Email (File Attachment)
Search Contacts
Send Email (Multiple Attachments)
Flowbot triggers
There is no action.
Flowbot operations
Send EmailRetrieve Bounce ListCreate Contact ListAdd New Contact to Contact ListDelete ContactsSend Email (File Attachment)Search ContactsSend Email (Multiple Attachments)
Flowbot triggers
When the Form Is Submitted
Flowbot operations
There is no action.
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