Learn how to automate LiveWebinar registrations from Tally Forms submissions using Pabbly Connect. Step-by-step guide included. 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 Tally Forms Submission
To integrate Tally Forms with LiveWebinar, the first step is to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are new to Pabbly, you can sign up for free to get started with your automation tasks.
Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can create new workflows that allow you to automate tasks between Tally Forms and LiveWebinar. This integration will automatically create registrants in LiveWebinar whenever a new form submission is received in Tally Forms.
2. Creating a New Workflow in Pabbly Connect
To set up the automation, click on the ‘Create New Workflow’ button in Pabbly Connect. This will prompt you to select a trigger application. In this case, choose Tally Forms as your trigger app. The trigger event will be set to ‘New Form Submission’.
- Select Tally Forms as the trigger application.
- Choose ‘New Form Submission’ as the trigger event.
- Connect your Tally Forms account by providing the necessary credentials.
After setting up the trigger, you will receive a webhook URL from Pabbly Connect. This URL will be used to connect your Tally Forms with Pabbly Connect. Make sure to copy this URL for the next steps.
3. Connecting Tally Forms with Pabbly Connect
Next, you need to connect Tally Forms to Pabbly Connect. Log in to your Tally Forms account and navigate to the form you want to connect. In the form settings, locate the option to add a webhook URL and paste the copied URL from Pabbly Connect.
After pasting the URL, save the changes in your Tally Forms settings. This action will enable Tally Forms to send data to Pabbly Connect whenever there is a new submission. It’s crucial to ensure that the webhook URL is correctly configured to avoid any disruptions in the automation process.
4. Setting Up LiveWebinar Registrant Creation
Now that Tally Forms is connected to Pabbly Connect, it’s time to set up the action that will create a registrant in LiveWebinar. In the Pabbly Connect workflow, select LiveWebinar as the action application. The action event should be set to ‘Create Registrant’.
- Choose LiveWebinar as the action application.
- Select ‘Create Registrant’ as the action event.
- Connect your LiveWebinar account by providing the required authorization.
Once connected, map the fields from the Tally Forms submission to the corresponding fields in LiveWebinar. This mapping ensures that the data entered in Tally Forms is accurately reflected in the registrant details in LiveWebinar.
5. Testing the Integration
After setting up the integration between Tally Forms and LiveWebinar through Pabbly Connect, it’s essential to test the workflow. Submit a test entry in your Tally Forms to see if the registrant is created successfully in LiveWebinar. Check the Pabbly Connect dashboard for the response to confirm the successful creation of the registrant.
If everything is set up correctly, you should see the registrant details populated in your LiveWebinar account. This successful test indicates that your automation is working as intended, allowing you to manage registrations efficiently without manual input.
Conclusion
By following these steps, you can effectively automate the process of creating LiveWebinar registrants from Tally Forms submissions using Pabbly Connect. This integration streamlines your workflow and saves time by eliminating manual tasks, allowing you to focus on your webinars and audience engagement.
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