Automate Pipedrive Person Creation with Tally Forms Using Pabbly Connect

Learn how to automate the creation of Pipedrive persons from Tally Forms submissions using Pabbly Connect. Discover step-by-step instructions for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Tally Forms and Pipedrive Integration

To start the integration between Tally Forms and Pipedrive, you first need to access Pabbly Connect. Visit the Pabbly Connect homepage by typing the URL in your browser. Once there, you will see options to sign in or sign up for free.

If you are a new user, click on the ‘Sign Up for Free’ button to create an account. After signing up, you will receive 100 free tasks every month. If you already have an account, simply log in to access your dashboard.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘Create Workflow’ button. A dialog box will appear, prompting you to name your workflow. Enter a name, such as ‘Create Pipedrive Person on Tally Form Submission,’ and select a folder for organization.

• Name your workflow appropriately for easy identification.
• Choose a relevant folder to keep your workflows organized.

Once the name and folder are set, click on ‘Create’ to proceed. You will now see two important sections: Trigger and Action. The Trigger is what starts the automation, while the Action is what happens in response.

3. Setting Up the Trigger with Tally Forms

In this section, you will set Tally Forms as your trigger application in Pabbly Connect. Select Tally Forms and choose the trigger event, which is ‘New Response.’ This event will activate the workflow every time a new form is submitted.

Once selected, Pabbly Connect will provide a webhook URL. Copy this URL, as it will be used to connect Tally Forms with Pabbly Connect. Follow the instructions provided to insert this webhook URL into your Tally Forms settings.

• Access your Tally Forms account and navigate to the specific form.
• Go to the ‘Settings’ section and select ‘Integrations’ to add the webhook.

After adding the webhook URL, ensure it is connected correctly. This connection will allow every new form submission to automatically send data to Pabbly Connect.

4. Creating a Person in Pipedrive from Tally Forms Submission

Now that your trigger is set, it’s time to configure the action in Pabbly Connect. Select Pipedrive as your action application and choose the action event ‘Create Person.’ This action will create a new person in Pipedrive whenever a Tally Form is submitted.

To establish the connection, click on ‘Connect’ and ensure you are logged into your Pipedrive account. You will need to provide your API token, which can be found in your Pipedrive account settings under ‘API.’ Copy the API token and paste it into Pabbly Connect.

Navigate to your Pipedrive account settings and find the API section. Copy the API token and return to Pabbly Connect to paste it.

After saving the connection, map the fields from the Tally Forms submission to the corresponding fields in Pipedrive. This mapping will ensure that all relevant data is transferred correctly.

5. Testing the Integration Between Tally Forms and Pipedrive

With everything set up, it’s time to test the integration. Go back to your Tally Forms and submit a new entry. Use dummy details to fill out the form and submit it. Once submitted, return to Pabbly Connect to see if the response has been captured.

If everything is configured correctly, you will see the details of the new submission in Pabbly Connect. Check your Pipedrive account to confirm that the new person has been added with the correct information. This verification ensures that your workflow is functioning as expected.

Repeat the form submission process with different details to test the automation further. Each time the form is submitted, a new person should be created in Pipedrive without any manual intervention.

Conclusion

By following these steps, you can seamlessly automate the creation of Pipedrive persons from Tally Forms submissions using Pabbly Connect. This integration helps streamline your lead management process, allowing you to focus on converting leads into customers efficiently.