Integrating Tally Forms with Google Chat Using Pabbly Connect

Learn how to integrate Tally Forms with Google Chat using Pabbly Connect for automated notifications. Follow this step-by-step tutorial for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Tally Forms Integration

To integrate Tally Forms with Google Chat, you first need to access Pabbly Connect. Start by signing up for a free account on the Pabbly Connect website. This platform will serve as the central hub for your automation workflow.

Once you have logged in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and provide a name for your automation, such as ‘Tally to Google Chat’. This sets the stage for connecting your Tally Forms to Google Chat.

2. Setting Up Trigger for Tally Forms in Pabbly Connect

After naming your workflow, the next step is to set up the trigger in Pabbly Connect. In the trigger window, search for ‘Tally’ and select it as your app. Choose the trigger event as ‘New Response’ to capture submissions from your Tally Form.

• Select Tally as the app.
• Choose ‘New Response’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, head to your Tally Form settings and navigate to the Integrations tab. Paste the copied webhook URL into the designated field and click ‘Connect’. This action links your Tally Form to Pabbly Connect, enabling it to capture new submissions automatically.

3. Capturing Form Responses in Pabbly Connect

With the connection established, it’s time to test the setup. Make a dummy submission on your Tally Form to ensure that Pabbly Connect can receive the data. Fill in the fields such as name, email, mobile number, feedback type, and message, then submit the form.

Once submitted, return to your Pabbly Connect workflow. You should see that it has captured the form submission data, indicating that the integration is working. The captured data will include the name, email, mobile number, and feedback details provided in the Tally Form.

4. Setting Up Google Chat Action in Pabbly Connect

Now that the Tally Form is connected, the next step involves sending the captured responses to Google Chat. In the action window of Pabbly Connect, search for ‘Google Chat’ and select it as the app. Choose ‘Create Message’ as the action event to send notifications.

• Select Google Chat as the app.
• Choose ‘Create Message’ as the action event.
• Paste the Google Chat webhook URL into Pabbly Connect.

To obtain the webhook URL, go to your Google Chat space settings, select ‘Apps and Integrations’, and add a new webhook. Copy this URL back to Pabbly Connect. You can now map the fields from the Tally Form submission to create a message that includes the feedback details.

5. Testing the Integration Workflow

With everything set up, it’s time to test the integration workflow. After mapping the necessary fields, click on ‘Save and Send Test Request’ in Pabbly Connect. This action will send the message to your Google Chat space, confirming that the integration works as intended.

Check your Google Chat space for the message. You should see the feedback details displayed as specified in your message configuration. This successful test indicates that your Tally Forms are now effectively integrated with Google Chat through Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to integrate Tally Forms with Google Chat using Pabbly Connect. By automating notifications, you can enhance team communication and streamline feedback processes effectively.