Integrate Apollo.io Contacts with Tally Forms Using Pabbly Connect

Learn how to automate contact creation in Apollo.io from Tally Forms submissions using Pabbly Connect. 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. Overview of Pabbly Connect for Integration

Pabbly Connect is an essential tool for automating workflows between applications like Apollo.io and Tally Forms. This integration allows you to create Apollo.io contacts automatically when a new form submission occurs in Tally Forms. using Pabbly Connect

Using Pabbly Connect streamlines the process, ensuring that leads are captured without manual entry. This not only saves time but also reduces the chances of errors during data transfer.

2. Creating a Workflow in Pabbly Connect

To start, log into your Pabbly Connect account. Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button located at the top right corner. This initiates the setup process for your integration. using Pabbly Connect

In the workflow dialog box, name your workflow as ‘Create Apollo.io Contact on Tally Forms Submission’ and select a folder to save it in. For this example, you can choose the folder named ‘Automations.’ After naming and selecting the folder, click on the ‘Create’ button to proceed.

• Log into Pabbly Connect.
• Click on ‘Create Workflow’.
• Name your workflow and select a folder.

After creating the workflow, you will be prompted to set up a trigger. In this case, select Tally Forms as your trigger application, as you want to capture new form submissions.

3. Setting Up the Trigger for Tally Forms

In the trigger step, choose the event labeled ‘New Response’ to capture submissions from Tally Forms. This means that every time there is a new form submission, Pabbly Connect will automatically trigger the workflow. using Pabbly Connect

Once the event is selected, you will receive a webhook URL. Copy this URL, as it will be used to connect Tally Forms to Pabbly Connect. Next, log into your Tally Forms account and navigate to the form you wish to integrate.

• Select your Tally form and click on ‘Edit’.
• Go to the ‘Integrations’ section.
• Paste the webhook URL in the endpoint field.

After connecting the webhook, your Tally Forms will now send data to Pabbly Connect whenever a new submission is made. This integration forms the backbone of your automation process.

4. Configuring the Action to Create Contacts in Apollo.io

Now that the trigger is set up, it’s time to configure the action step in Pabbly Connect. Select Apollo.io as the action application and choose the event ‘Create Contact’. This action will create a new contact in your Apollo.io account whenever a new form submission occurs. using Pabbly Connect

To connect your Apollo.io account, you will need to enter your API key. You can find this key in your Apollo.io account under the API Keys section. Click on ‘Create New Key’ to generate one if you haven’t already done so.

Select Apollo.io as the action app. Choose ‘Create Contact’ as the action event. Enter your API key to connect Apollo.io.

After entering your API key, you will need to map the data from the Tally Forms submission to the relevant fields in Apollo.io, such as first name, last name, email, and company name. This mapping ensures that the correct information is sent to Apollo.io.

5. Testing the Integration

After setting up the mapping, it’s crucial to test the integration. Perform a test submission on your Tally Forms to ensure that the data is correctly sent to Apollo.io. Once you submit the form, check your Apollo.io account to see if the contact has been created successfully. using Pabbly Connect

If everything is set up correctly, you should see the new contact in your Apollo.io account reflecting the information from the Tally Forms submission. This confirms that your automation is working as intended and saves you time in managing contacts.

Submit a test response on Tally Forms. Check Apollo.io for the new contact entry. Verify that all mapped data appears correctly.

With this successful test, you have fully integrated Tally Forms with Apollo.io using Pabbly Connect. This automation will help you manage your leads more effectively and free up your time for other important tasks.

Conclusion

In this tutorial, we explored how to create contacts in Apollo.io from Tally Forms submissions using Pabbly Connect. This integration automates the process, ensuring you capture leads efficiently and accurately. By following these steps, you can streamline your workflow and focus on growing your business.