Integrate Tally Forms with Pabbly Email Marketing and Google Sheets Using Pabbly Connect

Learn how to create Pabbly Email Marketing subscribers from Tally Forms responses and add data to Google Sheets using Pabbly Email Marketing with this detailed tutorial.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Email Marketing for Integration

To start integrating Tally Forms with Pabbly Email Marketing, you first need to access the platform. Simply navigate to the Pabbly Email Marketing website and log in to your account. If you don’t have an account yet, sign up for free to get started.

Once logged in, you can create your subscriber lists. This is essential as we will be adding new subscribers based on the responses from Tally Forms. Ensure that your lists are set up correctly to facilitate seamless integration. This setup allows you to manage your email marketing campaigns effectively.

2. Creating a Workflow in Pabbly Connect

Next, we will utilize Pabbly Connect to create a workflow that connects Tally Forms to Pabbly Email Marketing. Start by logging into your Pabbly Connect account. Click on the ‘Create Workflow’ button to initiate a new workflow.

• Name your workflow, e.g., ‘Create Pabbly Email Marketing Subscriber from Tally Forms Responses’.
• Choose Tally Forms as the trigger application.
• Set the trigger event to ‘New Response’.

After setting the trigger, you will need to connect Tally Forms to Pabbly Connect using the provided webhook URL. This URL acts as a bridge to capture responses from your Tally Forms and send them to Pabbly Email Marketing.

3. Setting Up Tally Forms Integration

Now that your workflow is created, it’s time to set up Tally Forms. Access your Tally Forms account and open the registration form you intend to use. Navigate to the ‘Integrations’ tab and select the option to connect via Webhook. using Pabbly Connect

• Paste the webhook URL from Pabbly Connect into the endpoint URL field.
• Click on ‘Connect’ to establish the integration.

Once connected, return to Pabbly Connect, where you will see that it is waiting for a response from Tally Forms. To test this, submit a new response through your Tally Forms registration link. This action will trigger the workflow and allow Pabbly Connect to capture the data.

4. Adding Subscriber in Pabbly Email Marketing

With the Tally Forms integration set up, the next step is to add the captured data as a subscriber in Pabbly Email Marketing. In your Pabbly Connect workflow, set the action application to Pabbly Email Marketing and choose the action event as ‘Add Subscriber’.

Connect your Pabbly Email Marketing account by entering the API token found in the integration settings. Once connected, select the subscriber list where you want to add the new subscriber. Map the fields from the Tally Forms response to the corresponding fields in Pabbly Email Marketing, ensuring the correct data is being captured.

5. Storing Data in Google Sheets

Finally, to manage your data effectively, you can store the responses in Google Sheets. Add another action in your Pabbly Connect workflow and select Google Sheets as the action application. Choose the action event ‘Add New Row’ to insert new data into your spreadsheet. using Pabbly Connect

Connect your Google Sheets account and select the specific spreadsheet where you want to store the data. Map the fields from the Tally Forms response to the respective columns in your Google Sheets, such as name, email, and phone number. This setup ensures that every new registration is automatically documented.

Conclusion

This tutorial demonstrated how to create Pabbly Email Marketing subscribers from Tally Forms responses and store data in Google Sheets using Pabbly Connect. By automating this process, you can streamline your email marketing efforts and enhance data management efficiently.