If you want to send a new SendGrid email every time you receive a Gravity Form submission, you can do that using Zapier.

You will need:

Steps

  1. Getting your accounts ready
  2. Connecting your accounts

Getting your accounts ready

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. Information for getting started with Gravity Forms on Zapier can be found here.

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.

Connecting your accounts

Click here to Send new emails via SendGrid for new Gravity Forms submissions.

  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. Credential entry
  4. Using fields from Gravity Forms, create and customize the To, From, and Subject email message that the Zap will send. Email entry
  5. 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.

Note: if you ever want to change this Gravity Forms and SendGrid integration, just go to your Zapier dashboard and tweak anything you’d like.

You can also check out all that’s possible with Gravity Forms on Zapier, and other ways to connect Gravity Forms and SendGrid.