How to Create or Update Keap Contact on Tally Forms Submission Using Pabbly Connect

Learn how to integrate Tally Forms with Keap using Pabbly Connect to automate contact creation and updates seamlessly. Follow this step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Tally Forms and Keap Integration

To start integrating Tally Forms with Keap, you first need to access Pabbly Connect. This platform allows you to automate the process of creating or updating Keap contacts whenever a new Tally Forms submission is received. Begin by visiting the Pabbly Connect homepage and signing in to your account.

Once logged in, you will be directed to the dashboard where you can create a new workflow. This step is crucial as it sets the stage for connecting your Tally Forms with Keap using automation. The user-friendly interface of Pabbly Connect makes it easy to navigate and set up your integrations.

2. Creating a Workflow in Pabbly Connect

To create a workflow, click on the ‘Create Workflow’ button in the top right corner of the dashboard. You will be prompted to name your workflow. For this integration, name it ‘Create or Update Keap Contact on Tally Forms Submission.’ This name will help you identify the workflow later.

• Click on the ‘Create’ button to initiate the workflow.
• Select Tally Forms as the trigger application.
• Choose ‘New Response’ as the trigger event.

This process will allow Pabbly Connect to capture new responses from Tally Forms, triggering the subsequent actions to create or update contacts in Keap.

3. Setting Up the Trigger for Tally Forms

After selecting Tally Forms as your trigger application, you will receive a webhook URL from Pabbly Connect. This URL is essential for linking your Tally Forms with the automation workflow. Copy this URL and proceed to your Tally Forms account.

In your Tally Forms account, navigate to the form you wish to integrate. Click on the ‘Edit Form’ option, and then select the ‘Integrations’ tab. Here, choose ‘Webhooks’ and paste the webhook URL you copied from Pabbly Connect. Click on ‘Connect’ to finalize the integration.

4. Adding Keap as an Action in Pabbly Connect

With the Tally Forms trigger set up, the next step is to add Keap as the action application in your workflow. Select ‘Infusionsoft by Keap’ as the action application and choose ‘Create or Update a Contact’ as the action event. This will allow Pabbly Connect to add new contacts to your Keap account based on Tally Forms submissions.

When prompted, connect your Infusionsoft by Keap account to Pabbly Connect. You will need to authorize access, ensuring that your data remains secure. Once connected, you can map the fields from your Tally Forms submission to the corresponding fields in Keap, such as email, first name, and last name.

5. Testing and Confirming the Integration

After setting up the action in Keap, it’s crucial to test the integration to ensure everything works as expected. Go back to your Tally Forms and submit a test entry with dummy data. Once submitted, check the Pabbly Connect workflow to see if it captures the response correctly.

If the test is successful, refresh your Keap account to confirm that the new contact has been created or updated based on the form submission. This step verifies that the integration between Tally Forms and Keap via Pabbly Connect is functioning properly, streamlining your lead management process.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to create or update Keap contacts based on Tally Forms submissions. By following these steps, you can automate your contact management process efficiently. This integration not only saves time but also ensures that your contacts are always up to date.