Automate Zoho CRM Contacts from Tally Forms with Pabbly Connect

Learn how to automate the creation of Zoho CRM contacts from Tally Forms submissions using Pabbly Connect. This step-by-step tutorial covers the complete integration process.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate the creation of Zoho CRM contacts from Tally Forms submissions, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you are a new user, you can sign up for a free account and get started with 100 tasks free every month.

Once logged in, navigate to the dashboard where you’ll find various Pabbly applications. Click on the option for Pabbly Connect to begin setting up your automation. This platform will allow you to connect Tally Forms with Zoho CRM seamlessly.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to enter a name for your workflow, such as ‘Create Zoho CRM Contact on Tally Forms Submission’. Choose a folder to save it in, like ‘Automations’, and click on ‘Create’.

• Enter the workflow name.
• Select the folder for the workflow.
• Click on ‘Create’ to open the workflow window.

This window is crucial as it contains the trigger and action settings for your workflow. The trigger will initiate the workflow when a new Tally Forms submission is received, and the action will create a new contact in Zoho CRM based on that submission.

3. Setting Up the Trigger for Tally Forms

In this step, you will set Tally as your trigger application in Pabbly Connect. Search for Tally and select it. For the trigger event, choose ‘New Response Received’. This event will trigger the workflow every time a new form submission occurs.

Next, you will be provided with a Webhook URL. Copy this URL as it will be used to connect your Tally Forms account with Pabbly Connect. Log into your Tally account, edit the form you want to connect, and navigate to the Integrations tab to paste the Webhook URL in the appropriate field.

4. Testing the Tally Forms Submission

After setting up the Webhook URL in Tally, you need to perform a test submission to ensure the connection works correctly. Open the form using the share link, fill in the required fields, and submit the form. For example, use a demo first name, last name, email, and other relevant details.

• Fill in the demo first name.
• Enter a demo last name.
• Provide a demo email address.

Once submitted, return to Pabbly Connect to see if the response has been captured. This confirms that the trigger step is functioning correctly and ready for the next action.

5. Creating a Zoho CRM Contact

Now that the trigger is set up, it’s time to create a Zoho CRM contact. In Pabbly Connect, select Zoho CRM as your action application. Choose ‘Create Contact’ as the action event. If you haven’t connected your Zoho CRM account yet, click on ‘Add New Connection’ and enter your Zoho domain.

After successfully connecting to your Zoho CRM account, you will need to map the fields from the Tally Forms submission to the appropriate fields in Zoho CRM. For example, map the first name, last name, and email fields from the Tally response to their corresponding fields in Zoho CRM. Once mapped, click on ‘Send Test Request’ to create the contact.

After sending the test request, check your Zoho CRM account to confirm that the new contact has been created successfully. This automation ensures that every new Tally Forms submission results in a new contact in Zoho CRM without manual entry.

Conclusion

In this tutorial, we explored how to automate the creation of Zoho CRM contacts from Tally Forms submissions using Pabbly Connect. By following these steps, you can streamline your lead management process and ensure that your CRM is always up to date with the latest submissions.