How to Create GoZen Growth Contact for Tally Forms Submission Using Pabbly Connect

Learn how to integrate Tally Forms with GoZen Growth CRM using Pabbly Connect for seamless contact creation. Follow this step-by-step tutorial to automate your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Tally Integration

To start integrating Tally with GoZen Growth, you first need to access Pabbly Connect. Open your preferred web browser and go to the Pabbly Connect website. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users should click on ‘Sign In’ to access their dashboard.

Once signed in, you will see various Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to proceed. This platform allows you to automate workflows between Tally and GoZen Growth without any coding skills. You will create a workflow to automate contact creation based on Tally form submissions.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder to save it in. Name the workflow something like ‘Create GoZen Contact for Tally Form Submission’ and select the appropriate folder.

• Click ‘Create’ to open the workflow window.
• Select Tally as the trigger application, and choose ‘New Response’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

This URL will be used to connect Tally with Pabbly Connect for capturing responses. Ensure you follow these steps precisely to set up the workflow correctly.

3. Connecting Tally to Pabbly Connect

After copying the webhook URL, go to your Tally account. Locate the form you want to connect and click on the ‘Integrations’ tab. Here, select ‘Webhooks’ and click on ‘Connect’. Paste the copied webhook URL into the endpoint URL field and click on ‘Connect’.

Once connected, Tally will indicate that it is waiting for a webhook response. To test this, you will need to submit a test response through the Tally form you integrated. Fill out the form with sample data and click on ‘Register’. This action sends the response data to Pabbly Connect, allowing it to capture the information for the next steps.

4. Setting Up GoZen Growth Integration in Pabbly Connect

With the Tally form connected, it’s time to set up the action in Pabbly Connect. Select GoZen Growth as your action application and choose ‘Add Contact V2’ as the action event. Click on ‘Connect’ to link your GoZen Growth account.

If you have not previously connected GoZen Growth, you will need to add a new connection. This requires an API key, which can be generated from your GoZen account settings. After generating the key, paste it back into Pabbly Connect to establish the connection.

• Map the fields from the Tally response to the corresponding fields in GoZen Growth.
• Ensure that first name, last name, email, and phone number are correctly mapped.
• Click on ‘Save and Send Test Request’ to verify the integration.

This mapping process ensures that every new Tally form submission creates a new contact in GoZen Growth, thereby automating your lead management.

5. Testing and Finalizing the Integration

After mapping the fields, it’s crucial to test the integration. Submit another test response through your Tally form. Once submitted, check your GoZen Growth account to see if the new contact has been created successfully. Refresh the audience page in GoZen Growth to confirm the new entry.

If the contact appears with the correct details, your integration is successful. You can now automate the process of adding new contacts from Tally form submissions using Pabbly Connect. This setup not only saves time but also helps in managing leads effectively.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to create a seamless integration between Tally Forms and GoZen Growth for contact creation. By following these steps, you can automate your lead management process effectively.