How to Create or Update GoHighLevel Contact on Tally Forms Submission Using Pabbly Connect

Learn how to seamlessly create or update GoHighLevel contacts with Tally Forms submissions using Pabbly Connect in this step-by-step tutorial. 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 start the integration process, access Pabbly Connect by visiting its homepage. Here, you will find options to sign in or sign up for a free account. If you are a new user, click on the ‘Sign Up for Free’ button to create your account and receive 100 free tasks every month.

Once logged in, navigate to the dashboard where you can create and manage your workflows. To create a new workflow for integrating Tally Forms with GoHighLevel, click on the ‘Create Workflow’ button and provide a name for your workflow, such as ‘Create or Update GoHighLevel Contact on Tally Forms Submission.’ This sets the stage for the automation process.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

Setting Up Trigger with Tally Forms

In this step, we will configure the trigger for our workflow using Tally Forms. Select Tally as the trigger application in Pabbly Connect and choose the trigger event as ‘New Response’. This means that every time a new form is submitted, the workflow will be activated.

You will receive a webhook URL that you need to integrate into your Tally Forms. Follow these steps to set this up:

• Go to your Tally account and select the form you wish to connect.
• Navigate to the integration section and select the webhook option.
• Paste the webhook URL from Pabbly Connect and click on connect.

After connecting, any new submission in Tally will send data to Pabbly Connect, allowing you to capture responses automatically.