How to Create Brevo Contact from Tally Form Submission Using Pabbly Connect

Learn how to automate Brevo contact creation from Tally form submissions using Pabbly Connect. Follow our step-by-step guide for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Tally and Brevo Integration

To create a Brevo contact from Tally form submissions, you first need to access Pabbly Connect. This integration tool allows you to automate the workflow between Tally and Brevo seamlessly. If you haven’t already, sign up for a free account on Pabbly Connect, which takes just two minutes.

Once logged in, navigate to your Pabbly Connect dashboard. Click on the blue button labeled ‘Create Workflow’. You will then be prompted to name your workflow. For this task, name it ‘Create Contact in Brevo on Tally Form Submission’ and select a folder for organization. Click ‘Create’ to proceed.

2. Configuring the Trigger Application in Pabbly Connect

In this step, you will configure the trigger application, which is Tally in this case. Select Tally as your trigger application in Pabbly Connect. The trigger event should be set to ‘New Response Submitted’. This means that whenever a new form submission occurs in Tally, it will trigger the automation.

• Choose Tally as the trigger application.
• Select ‘New Response Submitted’ as the trigger event.
• Copy the provided webhook URL.

After copying the webhook URL, return to your Tally dashboard. Edit the form you wish to integrate and navigate to the settings. Under the integration section, paste the copied webhook URL into the designated field and click ‘Connect’. This establishes a connection between Tally and Pabbly Connect.

3. Testing the Connection Between Tally and Pabbly Connect

With the connection established, it’s time to test if the integration works correctly. Go back to Pabbly Connect and check that it is waiting for a webhook response. Now, submit a test response using your Tally form. Fill in the required fields with dummy data and click ‘Submit’.

Upon submission, Pabbly Connect should capture the data from Tally. You will see the details, including the email address, first name, last name, and any other relevant information displayed in Pabbly Connect. This confirms that your Tally form submission is successfully linked to Pabbly Connect.

4. Configuring the Action Application in Pabbly Connect

Next, you will configure the action application, which is Brevo. In Pabbly Connect, select Brevo as the action application and choose the action event ‘Create Contact’. This allows you to add the captured Tally form data directly into Brevo.

• Select Brevo as the action application.
• Choose ‘Create Contact’ as the action event.
• Enter the required API key and domain details.

To connect Brevo, enter your domain and API key. You can find your API key in your Brevo account under the API settings. Once you have entered this information, map the fields from the Tally form submission to the corresponding fields in Brevo, such as email, first name, and last name. This mapping ensures that the data flows correctly from Tally to Brevo through Pabbly Connect.

5. Finalizing the Integration and Testing

After mapping the necessary fields, you can finalize the integration. Click on the button labeled ‘Save and Send Test Request’ to send the data to Brevo. If configured correctly, you should receive a positive response indicating that the contact has been successfully created in Brevo.

To verify, log into your Brevo account and check the contacts section. You should see the new contact created with the details you submitted via Tally. This automation means that every time a new form is submitted in Tally, Pabbly Connect will automatically create a corresponding contact in Brevo, saving you time and effort.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate Brevo contact creation from Tally form submissions. By following these steps, you can streamline your workflow and enhance productivity with seamless integration.