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

Learn how to integrate Tally Forms with GoZen Growth using Pabbly Connect for seamless contact creation. Follow our step-by-step tutorial for efficient automation. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Tally Forms Submission

To create a GoZen Growth contact for Tally forms submission, we start by accessing Pabbly Connect. This platform enables seamless integration between Tally and GoZen Growth CRM. Simply visit the Pabbly website and click on the ‘Sign In’ option if you already have an account, or choose ‘Sign Up for Free’ if you are a new user.

Once logged in, you will see the dashboard with various Pabbly applications. Click on ‘Access Now’ for Pabbly Connect. This will lead you to the workflow creation area where you can set up the automation for Tally forms submissions.

Creating a Workflow in Pabbly Connect

In this section, we will create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button to begin. You will be prompted to name your workflow; enter ‘Create GoZen Contact for Tally Form Submission’ and select the folder for saving it, such as ‘Automations’.

Next, you will see the workflow window which includes a trigger and action setup. The trigger is the event that starts the workflow, while the action is what follows. For our integration, we will select Tally as the trigger application and choose ‘New Response’ as the trigger event. This means that every time a new response is submitted in Tally, the workflow will be activated.

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

After copying the webhook URL, you will need to paste it into your Tally account to establish the connection. This ensures that every time a form is submitted, the data is sent to Pabbly Connect.

Connecting Tally with Pabbly Connect

To connect Tally with Pabbly Connect, navigate to your Tally account and select the form you wish to integrate. Go to the ‘Integrations’ section and find the Webhooks option. Here, paste the webhook URL you copied earlier and click on ‘Connect’. This action establishes the link between Tally and Pabbly Connect.

Once connected, Tally will display a message indicating that it is waiting for a webhook response. To test this, you need to submit a test response through your Tally form. Fill in the necessary details such as name, email, and course registration, and submit the form. This action will trigger the webhook and send the data to Pabbly Connect.

• Fill in the test response in your Tally form.
• Click on ‘Register’ to submit the form.
• Check Pabbly Connect for the captured response.

After submitting, return to Pabbly Connect to verify that the response has been captured successfully. This confirms that Tally is properly connected to your workflow.

Adding Contact in GoZen Growth via Pabbly Connect

The next step is to set up the action in Pabbly Connect to add the contact to GoZen Growth. Select GoZen Growth as the action application and choose ‘Add Contact V2’ as the action event. This action allows you to create a new contact in your GoZen Growth CRM based on the data received from Tally.

You will need to connect your GoZen Growth account to Pabbly Connect. If you haven’t connected it yet, click on ‘Add New Connection’. You will be prompted to enter an API key, which you can generate from your GoZen account under the settings section. After entering the API key, click on ‘Save’ to establish the connection.

Select GoZen Growth as the action application. Choose ‘Add Contact V2’ as the action event. Enter the API key from your GoZen account.

Once connected, you will need to map the fields from the Tally response to the corresponding fields in GoZen Growth. This mapping ensures that the correct data is sent to create a new contact. After mapping the fields, click on ‘Save and Send Test Request’ to confirm that the contact has been added successfully.

Verifying Contact Creation in GoZen Growth

After completing the setup, it is essential to verify that the new contact has been created in GoZen Growth. You can do this by navigating to the ‘Audience’ section in your GoZen account. Refresh the page to see the newly created contact based on the test submission you made through Tally.

If the integration is successful, you will see the contact details displayed, including the name, email, and status. This confirms that Pabbly Connect has effectively automated the process of adding contacts from Tally forms to GoZen Growth.

To ensure everything works in real-time, you can perform additional test submissions through your Tally form and check if new contacts are created in GoZen Growth each time. This functionality highlights the efficiency of using Pabbly Connect for automation.

Conclusion

In this tutorial, we demonstrated how to create a GoZen Growth contact for Tally forms submission using Pabbly Connect. This process allows you to automate contact creation efficiently, ensuring that you never lose a lead. By following the steps outlined, you can set up this integration seamlessly and enhance your CRM capabilities.