How to Create Mailchimp Member on Tally Forms Submission Using Pabbly Connect

Learn how to automate Mailchimp member creation from Tally Forms submissions using Pabbly Connect in this step-by-step tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Tally Forms and Mailchimp Integration

To create a Mailchimp member on Tally Forms submission, the first step is accessing Pabbly Connect. This platform allows you to automate tasks between different applications without coding. Start by visiting the Pabbly Connect website and signing in with your account.

After logging in, you will see the Pabbly Connect dashboard. From here, you can create a new workflow to connect Tally Forms and Mailchimp. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Create Mailchimp Member on Tally Forms Submission’. Select the appropriate folder to save your workflow.

2. Setting Up Tally Forms as the Trigger Application

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

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

Next, you will need to integrate this webhook URL into your Tally Forms. Go to your Tally Forms dashboard, select the form you want to connect, and navigate to the Integrations section. Here, paste the webhook URL and save the changes. This establishes a connection between Tally Forms and Pabbly Connect.

3. Testing the Webhook Connection from Tally Forms

After setting up the webhook, it’s essential to test the connection to ensure it works correctly. Go back to Pabbly Connect and check if it is waiting for a webhook response. To test, submit a response through your Tally Forms.

Fill out the form fields with dummy data, such as your first name, last name, phone number, and email address. Upon submission, you should see the response appear in Pabbly Connect’s dashboard, confirming that the webhook connection is successful.

4. Configuring Mailchimp as the Action Application

Once the webhook is successfully tested, you can set up Mailchimp as the action application in Pabbly Connect. Choose Mailchimp and select the action event as ‘Add New Member with Custom Fields’. This step will allow you to add new members to your Mailchimp account automatically whenever a Tally Forms submission is made.

To connect Mailchimp with Pabbly Connect, you will need your Mailchimp API key and data center information. Log into your Mailchimp account, navigate to your profile, and find the API key under Extras. Copy this key and paste it into Pabbly Connect. Also, enter your data center, which appears in your Mailchimp URL (e.g., us6).

• Select Mailchimp as the action application.
• Enter your Mailchimp API key and data center.
• Map the email address and other fields from the Tally Forms submission.

After entering the required information, save your settings. This configuration will ensure that every new Tally Forms submission creates a new member in your Mailchimp account.

5. Finalizing the Integration and Testing

With both Tally Forms and Mailchimp configured in Pabbly Connect, it’s time to finalize the integration. Review the fields you mapped from Tally Forms to Mailchimp, ensuring that all necessary information is correctly linked.

Click on ‘Save and Send Test Request’ to verify that a new member is created in Mailchimp. Check your Mailchimp account to confirm that the new member appears in your audience list under the specified tag. This step ensures that the entire automation process works seamlessly.

Once confirmed, you can use this workflow to automate the process of adding members to Mailchimp every time a submission is made on Tally Forms. This integration will save you time and streamline your lead collection process.

Conclusion

In this tutorial, we demonstrated how to automate the creation of Mailchimp members using Tally Forms submissions through Pabbly Connect. This integration simplifies the process of managing leads, ensuring that your marketing efforts are efficient and effective.