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Sending New Emails via SendGrid For New Gravity Forms Submissions


If you want to send a new SendGrid email every time you receive a Gravity Form submission, you can do that using Zapier(link takes you to an external page).

You will need:


Steps

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  1. Getting your accounts ready
  2. Connecting your accounts

Getting your accounts ready

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To connect your Gravity Forms account to Zapier, you will need the Gravity Forms plugin with the Zapier add-on installed. You will also need a form created in Gravity forms. To get started with Gravity forms, and for information on creating forms and installing the add-ons that you will need, check here(link takes you to an external page). Information for getting started with Gravity Forms on Zapier can be found here(link takes you to an external page).

To link your Gravity Forms to SendGrid, you must have an active SendGrid account. To learn more about getting started with SendGrid basics, start here. For more information about getting started with SendGrid on Zapier, go here(link takes you to an external page).

Connecting your accounts

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Click here to Send new emails via SendGrid for new Gravity Forms submissions(link takes you to an external page).

  1. Follow the directions on the first step of the Zap to connect your Gravity Forms account to Zapier.
  2. Choose your SendGrid account from the list of accounts, or connect a new account.
  3. To connect your SendGrid account to Zapier for the first time, you will enter the credentials of an API/mail account. If you have not created this account, you can do so here(link takes you to an external page) .
Credential entry.
  1. Using fields from Gravity Forms, create, and customize the To , From , and Subject email message that the Zap will send.
Email entry.
  1. Click Save + Finish .

Now test the Zap to make sure it works. Once you're satisfied with the results, new Gravity Forms submissions will automatically send an SendGrid email.

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Info

If you ever want to change this Gravity Forms and SendGrid integration, just go to your Zapier dashboard(link takes you to an external page) and tweak anything you'd like.

You can also check out all that's possible with Gravity Forms on Zapier(link takes you to an external page), and other ways to connect Gravity Forms and SendGrid(link takes you to an external page).


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