Twilio SendGrid

Sync form submissions from UpForm to a Twilio SendGrid contact list. After contacts land in SendGrid, you can run marketing automations such as welcome emails.

This guide covers the workflow automation connection. To send UpForm emails through Twilio SendGrid instead, see Configure Twilio SendGrid SMTP.

Before you begin

• You need a SendGrid account.
• In UpForm, enable Save submission data for the form. Workflow sync will not run if submissions are not saved. See General.
• In UpForm, the provider is labeled Twilio SendGrid.
• SendGrid needs an email to create or update a contact. Make the form’s email field required.
• SendGrid menus and labels can change. If something does not match exactly, use SendGrid’s search or help for API keys, lists, and custom fields.

Connect SendGrid in UpForm

1. In UpForm, open Settings → Workflow automation.
2. Click Add workflow automation provider.
3. Under Select provider, choose Twilio SendGrid.
4. Enter a Title for this connection (for example, SendGrid – UpForm).
5. Leave the modal open (or return after you create the key), then continue to generate an API key in SendGrid.

Generate a SendGrid API key

1. Sign in to your SendGrid dashboard.
2. Go to Settings → API Keys.
3. Click Create API Key.

4. Enter an API Key Name (for example, UpForm Shopify Integration).
5. Choose permissions such as Full Access, or restricted access with the marketing and mail-send scopes you need.
6. Click Create & View.

7. Copy the key immediately. SendGrid typically shows it only once.

8. Return to UpForm, paste the key into API key, enable Active if shown, then click Save.

Prepare a SendGrid list and custom fields

Create or select a contact list

1. In SendGrid, go to Marketing → Contacts.
2. Use an existing list, or click Create → New List.
3. Name the list (for example, Test UpForm), then save it.

Create custom fields

You can sync any UpForm form. The screenshots below use an example contact form with fields such as first name, last name, email, phone, surfboard interest, and message.

SendGrid includes standard fields such as email and name. Create custom fields for any answers that do not already have a matching field.

1. In SendGrid, go to Marketing → Custom Fields.
2. Click New Custom Field.

3. Enter the field name, choose the field type, then create the field. Repeat for each unique form field you want to store.

Enable SendGrid on a form

1. Open the form in the form builder (or create one from a template).
2. Open the General tab → Workflow automation.
3. Enable Sync submission data with Twilio SendGrid.
4. Select the Provider you connected earlier.
5. Under Select list, choose the SendGrid list you prepared.

You can also click Add for Twilio SendGrid from this section if you have not connected a provider yet.

Map form fields

In the mapping table, match each form field (Label / Name) to a SendGrid field under Mapping.

Example mapping for a contact form:

Form field	SendGrid field (example)
Email	email
Phone	phone_number
Which surfboard you are interested in?	interest_surfboard (custom field)
Message	message (custom field)
First name	first_name
Last name	last_name

Map every field you want stored in SendGrid, then Save the form and Publish it to your storefront.

Test the sync

1. On the live storefront, submit the form with complete test data.

2. Wait about 30–60 seconds.
3. In SendGrid, open Marketing → Contacts and confirm the new contact and mapped values.

Optional: Create a SendGrid automation

After contacts sync successfully, you can automate follow-up in SendGrid. Example: send a welcome email when a contact is added to your UpForm list.

1. In SendGrid, go to Marketing → Automations.
2. Click Create an Automation.

3. Choose Welcome for a pre-built welcome series, or Custom if you prefer to build your own.

4. On the automation editor:
   • Name the automation (for example, Test UpForm Welcome Series)
   • Set Entry criteria so contacts enter when they are added to your UpForm list
   • Keep or adjust Exit criteria as needed
   • Choose unsubscribe settings that match your compliance needs
   • Configure the first email (template, subject, sender), and add waits or extra emails if you want a multi-step series

5. Click Save.
6. When you are ready to go live, open Automation Options and select Activate.

If this does not work as expected, Contact for help.