How to Create HubSpot Contact on Tally Forms Submission Using Pabbly Connect

Learn how to automate creating HubSpot contacts from Tally Forms submissions using Pabbly Connect. Follow this step-by-step tutorial for efficient lead management. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To create a HubSpot contact on Tally Forms submission, you first need to access Pabbly Connect. This platform allows you to automate the integration between Tally Forms and HubSpot effectively. Start by visiting the Pabbly Connect website and sign in to your account.

If you are a new user, you can sign up for free, which provides you with 100 free tasks every month. After logging in, you will see the dashboard where you can select Pabbly Connect by clicking the ‘Access Now’ button. This will take you to the workflow creation area where you can set up your automation.

Creating a Workflow in Pabbly Connect

Once you are in Pabbly Connect, the next step is to create a workflow that will automate the process. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear asking for a workflow name and folder selection.

For this integration, name your workflow ‘Create HubSpot Contact on Tally Form Submission’ and select a folder where you want to save this workflow. After filling in the details, click the ‘Create’ button to finalize your workflow setup. You will now see two sections labeled Trigger and Action, which are essential for setting up your automation.

Setting Up Trigger in Pabbly Connect

In this step, you will set up the trigger in Pabbly Connect. Select ‘Tally Forms’ as your trigger application and choose the trigger event as ‘New Response’. This means that every time a new form submission occurs, it will trigger the workflow.

• Select Tally Forms as the trigger application.
• Choose ‘New Response’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, go back to your Tally Forms settings. In the integrations section, paste the copied URL into the webhook field and click the ‘Connect’ button. This establishes the connection between Tally Forms and Pabbly Connect, enabling the automation to work seamlessly.

Testing the Integration with Tally Forms

To ensure everything is working correctly, you need to test the integration. After setting up the trigger, perform a test submission using the Tally Form. Fill in the required fields such as first name, last name, email, and company name, then submit the form.

• Open the Tally Form link in a new tab.
• Fill out the form with test data.
• Submit the form and check the response in Pabbly Connect.

After submitting the form, return to Pabbly Connect and check if the response is captured successfully. You should see the lead details displayed in the trigger section, confirming that the integration is functioning properly.

Setting Up Action in Pabbly Connect

Now that the trigger is set up, it’s time to configure the action in Pabbly Connect. Choose ‘HubSpot CRM’ as the action application and select the action event as ‘Create Contact’. This action will create a new contact in your HubSpot account whenever a new Tally Form submission is made.

Click on the ‘Connect’ button to establish a connection with HubSpot. You will be prompted to authorize Pabbly Connect to access your HubSpot account. After successful authorization, you will see various fields to fill out for creating the contact. Map the data from the Tally Forms submission to the respective fields in HubSpot.

Conclusion

In this tutorial, we explored how to create HubSpot contacts from Tally Forms submissions using Pabbly Connect. By following the outlined steps, you can automate your lead management process efficiently, ensuring that every new lead captured through Tally Forms is added to your HubSpot account seamlessly.