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

Learn how to automate creating Pipedrive contacts from Tally form submissions using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Pipedrive contact from Tally form submissions, you first need to access Pabbly Connect. Start by signing into your Pabbly Connect account. If you are a new user, click on the ‘Sign up for free’ button to create an account and receive 100 free tasks.

Once logged in, navigate to the Pabbly Connect dashboard by clicking on the ‘Access Now’ button. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Give your workflow a name, such as ‘Create Pipedrive Contact from Tally Form Submission,’ and select the appropriate folder for organization.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow in Pabbly Connect. The trigger application will be Tally, and the event will be a new form response. Search for Tally in the trigger application section and select it.

• Select the trigger event as ‘New Response’.
• Copy the provided webhook URL.
• Go to your Tally account and select the form you want to use.
• In Tally, navigate to Integrations and select Webhook.
• Paste the copied webhook URL into the endpoint URL field.

Click on connect to establish the integration between Tally and Pabbly Connect. Now, whenever a new form submission occurs, the webhook will capture the response in Pabbly Connect.

3. Testing the Webhook and Capturing Responses

After setting up the webhook, it’s essential to test its functionality. You can do this by making a test submission on your Tally form. Copy the share link of the form and fill in the required fields such as email, full name, and phone number, then submit the form.

Once submitted, return to Pabbly Connect to see if the response has been captured. You should see the details such as email, name, and phone number in the response section. This confirms that the first step of the automation is successful.

4. Creating a Pipedrive Contact from Tally Submission

The next step is to create a contact in Pipedrive using the details captured from the Tally form submission. In Pabbly Connect, scroll down to the action window and search for Pipedrive as the action application.

• Select the action event as ‘Create Person’.
• Click on connect to establish a connection between Pipedrive and Pabbly Connect.
• Enter your Pipedrive API token, which can be found in your Pipedrive account under personal preferences.

After connecting, map the fields from the Tally response to Pipedrive fields. For example, map the name, phone number, and email from the Tally response. This allows Pabbly Connect to automatically create a new contact in Pipedrive whenever a new form is submitted.

5. Finalizing the Integration and Testing

Once all fields are mapped, click on ‘Save and Send Test Request’ to check if the integration works correctly. You should see the new contact created in your Pipedrive account with the details you provided in the Tally form.

This means the integration between Tally and Pipedrive via Pabbly Connect is successful. From now on, every time a new form submission occurs in Tally, a corresponding contact will be automatically created in Pipedrive.

Conclusion

This tutorial provides a detailed guide on how to create Pipedrive contacts from Tally form submissions using Pabbly Connect. By following the steps outlined, you can seamlessly automate your contact creation process, enhancing your workflow efficiency.