Integrating Tally Forms with GoToWebinar Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Tally Forms with GoToWebinar using Pabbly Connect. Follow this detailed step-by-step tutorial to automate meeting registrations effortlessly. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Tally Forms with GoToWebinar, first access Pabbly Connect. Visit the Pabbly Connect homepage by typing the URL Pabbly.com/connect in your browser. You will see options to sign in or sign up for free.

If you are a new user, click on the ‘Sign Up for Free’ button to create an account. This process takes just a couple of minutes and grants you 100 free tasks each month. Existing users can directly sign in to their accounts to begin creating the integration.

2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to your dashboard. Click on the blue ‘Create Workflow’ button to initiate a new automation process. A dialog box will prompt you to name your workflow; enter a descriptive name such as ‘Add GoToWebinar Meeting Registrant on Tally Forms Submission’.

• Name your workflow appropriately.
• Select the relevant folder for organization.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see two main sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result of that trigger. In this case, the trigger will be a new submission in Tally Forms, and the action will be to register that participant in GoToWebinar.

3. Setting Up the Trigger for Tally Forms

In the Trigger section, select Tally as your trigger application. Choose the trigger event as ‘New Response’. This event captures new form submissions from Tally Forms. Once selected, Pabbly Connect will generate a webhook URL.

Copy the webhook URL and navigate to your Tally account. Open the specific registration form you want to integrate, and go to the integration settings. Here, you will find an option to add a webhook. Paste the copied URL into the designated field and click on connect to establish the link between Tally and Pabbly Connect.

4. Testing the Integration and Adding GoToWebinar Registrants

After setting up the webhook, it’s time to test the integration. Submit a test response using the Tally Forms registration link. Once submitted, return to Pabbly Connect to check if the response has been captured. You should see the details of the submission, confirming that the connection is active.

• Navigate to the Action section in Pabbly Connect.
• Select GoToWebinar as the action application.
• Choose ‘Create Registrant’ as the action event.

Authorize the connection to GoToWebinar by following the prompts. Once connected, map the fields from Tally Forms to the GoToWebinar registration fields, such as first name, last name, and email. This ensures that every time a form is submitted, the participant’s details are automatically populated in GoToWebinar.

5. Finalizing the Integration and Automation

After mapping the necessary fields, click on ‘Save and Send Test Request’ in Pabbly Connect. This action will attempt to create a registrant in GoToWebinar using the test data from Tally Forms. If successful, you will receive a confirmation response.

To verify, log into your GoToWebinar account and check the scheduled meetings. You should see the new registrant listed there. This confirms that the integration between Tally Forms and GoToWebinar through Pabbly Connect is working effectively, automating the registration process seamlessly.

Conclusion

This guide demonstrates how to automate the registration process for GoToWebinar using Tally Forms through Pabbly Connect. By following these steps, you can streamline your webinar management and enhance participant engagement effortlessly.