How to Create Flowlu Contact on Tally Forms Submission Using Pabbly Connect

Learn the step-by-step process to create Flowlu contacts from Tally Forms submissions using Pabbly Connect. Automate your lead management efficiently! 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. Accessing Pabbly Connect for Integration

To create a Flowlu contact on Tally Forms submission, we first need to access Pabbly Connect. This platform allows us to automate the process of capturing lead data from Tally Forms and creating contacts in Flowlu.

Start by visiting the Pabbly Connect website. If you are a new user, you can sign up for free and receive 100 tasks every month. Existing users should sign in to their account to access the dashboard.

2. Creating a Workflow in Pabbly Connect

Once logged in to Pabbly Connect, you will see the ‘All Pabbly Apps’ window. Click on the ‘Access Now’ button next to Pabbly Connect to open the dashboard.

To create a new workflow, click on the ‘Create Workflow’ button in the top right corner. A dialog box will appear, prompting you to enter a workflow name and select a folder. For this integration, name the workflow ‘Create Flowlu Contact on Tally Forms Submission’ and select the appropriate folder.

• Enter the workflow name.
• Select a folder to save your workflow.
• Click the ‘Create’ button to finalize your workflow.

Now your workflow is set up, and you will see two sections: Trigger and Action. The Trigger captures the event from Tally Forms, while the Action will create a contact in Flowlu.

3. Setting Up the Trigger for Tally Forms

In this step, we will configure the trigger in Pabbly Connect. Select Tally Forms as the trigger application and choose ‘New Response’ as the trigger event. This will allow Pabbly Connect to capture new form submissions.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL to connect Tally Forms with Pabbly Connect. Now, go to your Tally account and edit the form you are using to collect leads.

• Open your Tally account and navigate to the form settings.
• Paste the webhook URL in the integration settings.
• Click on the ‘Connect’ button to finalize the integration.

Once the webhook is successfully added, return to your workflow in Pabbly Connect. It will show a message indicating it is waiting for a webhook response, confirming the connection is active.

4. Testing the Integration in Pabbly Connect

To ensure everything is working correctly, we need to test the integration. Fill out the Tally form with sample lead details, including first name, last name, email, phone number, company name, city, and country. After submitting the form, check Pabbly Connect to see if it captures the response correctly.

After submitting the test form, return to your Pabbly Connect workflow. You should see the captured response from the form submission, including all the details you entered. This confirms that Tally Forms is successfully connected to Pabbly Connect.

Check the captured response in the workflow. Ensure all lead details are accurately reflected. This indicates the integration is functioning as expected.

Now that we have confirmed the trigger setup is complete, we can move on to the action step where we will create a contact in Flowlu.

5. Creating a Contact in Flowlu Using Pabbly Connect

For the action step, select Flowlu as the action application and choose ‘Create CRM Account’ as the action event. This step will create a new contact in Flowlu whenever a new form submission is received from Tally Forms.

Click the ‘Connect’ button to set up the connection. You will need to enter your Flowlu API key and account URL. To get the API key, log into your Flowlu account, navigate to profile settings, and generate a new API key under API settings.

Log into Flowlu and go to profile settings. Generate a new API key and copy it. Paste the API key and account URL into Pabbly Connect.

Once connected, map the fields from the Tally Forms submission to the corresponding fields in Flowlu. This mapping ensures that the correct data is transferred whenever a new lead is submitted. Finally, click on the ‘Save and Send Test Request’ button to create the contact in Flowlu.

Conclusion

In this tutorial, we explored how to create a Flowlu contact from Tally Forms submissions using Pabbly Connect. By automating this process, you can efficiently manage leads without manual data entry. This integration allows you to focus on converting leads into clients seamlessly.