Automate WhatsApp Messages on Tally Forms Submission Using Pabbly Connect

Learn how to automate sending WhatsApp messages on Tally Forms submissions using Pabbly Connect. Step-by-step guide for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate WhatsApp messages on Tally Forms submissions, we start by accessing Pabbly Connect. This powerful integration platform allows seamless connections between Tally Forms and WhatsApp.

Begin by visiting the Pabbly website. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can simply click on ‘Sign In’ to access their dashboard. Once logged in, navigate to the Pabbly Connect application to start building your workflow.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button to initiate your automation. You will be prompted to name your workflow; for this example, name it ‘Send WhatsApp Message on Tally Forms Submission’.

Next, you will see the workflow window where you can set up triggers and actions. The first step is to select the trigger application. Here, choose ‘Tally’ as your trigger application and select ‘New Response’ as the trigger event.

• Click on ‘Create’ to save your workflow.
• Copy the generated Webhook URL for integration.

This URL will be used to connect your Tally Forms with Pabbly Connect to capture form submissions automatically.

3. Integrating Tally Forms with Pabbly Connect

Now that you have the Webhook URL, log into your Tally account. Navigate to the form you want to connect, such as a course registration form. Click on ‘Edit’ and then go to ‘Integrations’.

In the Integrations section, select ‘Webhooks’ and paste the copied URL into the endpoint field. Click ‘Connect’ to establish the link between Tally Forms and Pabbly Connect. This setup allows Tally to send submission data directly to your workflow.

After connecting, perform a test submission on your Tally form to ensure everything is working correctly. This test will help capture the response needed for the next steps in your workflow.

4. Sending WhatsApp Messages via Pabbly Connect

With Tally Forms integrated into Pabbly Connect, it’s time to set up the action that sends WhatsApp messages. For this, choose ‘AiSensy’ as your action application and select ‘Send Template Message’ as the action event.

To connect AiSensy, you will need to add a new connection by providing your API key. Log into your AiSensy account, navigate to the ‘Manage’ section, and generate your API key. Paste this key back into Pabbly Connect to complete the connection.

• Enter the campaign name you created in AiSensy.
• Map the mobile number and user name fields from the Tally response.

This mapping ensures that each lead receives a personalized WhatsApp message, enhancing your communication efforts.

5. Testing the Workflow for Success

After completing the setup in Pabbly Connect, it’s crucial to test the workflow. Submit a new entry in your Tally form with fresh details. This submission will trigger the workflow, capturing the new response.

Check the AiSensy account to verify that the WhatsApp message was sent successfully. You should see the automated message in your WhatsApp, confirming that the integration works seamlessly.

Repeat the test with different details to ensure the workflow is robust. With Pabbly Connect, you can automate communication efficiently, nurturing your leads effectively.

Conclusion

In this tutorial, we explored how to automate WhatsApp messages on Tally Forms submissions using Pabbly Connect. This integration not only streamlines communication but also enhances lead nurturing through timely responses. By following the outlined steps, you can set up your own automated messaging system with ease.