Automate WhatsApp Messages with Pabbly Connect and Tally Forms

Learn how to automate WhatsApp messages on Tally form submissions using Pabbly Connect. Step-by-step tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating WhatsApp messages for Tally form submissions, you need to access Pabbly Connect. First, open your web browser and navigate to Pabbly’s official website. If you are a new user, you can sign up for a free account, which provides 100 tasks monthly.

Once signed in, you will see various Pabbly applications. Click on the option to access Pabbly Connect. This is the primary platform that enables integrations between Tally, WhatsApp, and other applications.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this example, name it ‘Send WhatsApp Message on Tally Form Submission’. Choose a folder to save the workflow, such as ‘Automations’.

• Click on ‘Create’ to open the workflow window.
• Select Tally as the trigger application.
• Choose ‘New Response’ as the trigger event.

This setup allows Pabbly Connect to listen for new submissions on your Tally forms and trigger the next steps accordingly.

3. Setting Up Tally Integration

To connect Tally with Pabbly Connect, copy the provided webhook URL from your workflow. Next, log in to your Tally account and navigate to the form you want to integrate. Click on the ‘Edit’ button for the form.

• Select the ‘Integrations’ tab.
• Click on ‘Webhooks’ and paste the copied URL.
• Click ‘Connect’ to finalize the integration.

This step ensures that every new submission on your Tally form is sent to Pabbly Connect, allowing for further processing.

4. Connecting WhatsApp via Pabbly Connect

Now, you need to set up WhatsApp as the action application in Pabbly Connect. Select ‘AI Sensei’ or ‘WhatsApp Cloud API’ as your action app. For this example, choose AI Sensei and select ‘Send Template Message’ as the action event.

Click on ‘Connect’ and choose to add a new connection. Enter the required API key from your AI Sensei account. Map the necessary fields such as mobile number and user name from the Tally response.

This action allows Pabbly Connect to send personalized WhatsApp messages to users based on their Tally form submissions.

5. Testing the Automation Workflow

To ensure everything is set up correctly, perform a test submission on your Tally form. Fill in the required fields and submit the form. Once submitted, Pabbly Connect will capture the response and trigger the WhatsApp message.

Check your WhatsApp to confirm that the automated message has been received. This confirms that the integration is successful and operational. You can now automate your communication with leads effectively.

Conclusion

Using Pabbly Connect to automate WhatsApp messages for Tally form submissions enhances communication efficiency. This tutorial guides you through the integration process, ensuring seamless automation of responses.