Integrating Tally Forms with LeadSquared Using Pabbly Connect

Learn how to create leads in LeadSquared from Tally Forms submissions using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Integrate Tally Forms and LeadSquared

To integrate Tally Forms with LeadSquared, you first need to access Pabbly Connect. Begin by visiting the Pabbly website and signing in to your account. If you’re a new user, you can sign up for free to get started with the integration.

Once you are logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow that will automate the process of creating leads in LeadSquared whenever a new Tally Form submission occurs. This is where Pabbly Connect plays a crucial role as it connects both applications seamlessly.

2. Creating a Workflow in Pabbly Connect for Tally Forms Submission

In this step, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow as ‘Create LeadSquared Lead on Tally Forms Submission’. Select the folder where you want to save this workflow.

• Click on ‘Create’ to initiate the workflow.
• Choose ‘Tally’ as the trigger application.
• Select the trigger event as ‘New Form Submission’.

After setting the trigger, Pabbly Connect will provide you with a webhook URL. This URL is essential for connecting Tally Forms with Pabbly Connect. You will need to copy this URL and use it in your Tally Forms integration settings.

3. Connecting Tally Forms to Pabbly Connect

To connect Tally Forms with Pabbly Connect, open your Tally account and navigate to the specific form you want to integrate. Click on the ‘Integrations’ tab in your Tally form settings.

• Click on the ‘Edit’ button next to the Webhook URL option.
• Remove any existing webhook URLs and paste the copied URL from Pabbly Connect.
• Save the changes to finalize the connection.

Once the webhook URL is added, you can test the integration by submitting a test entry in your Tally form. This will send data to Pabbly Connect, allowing you to verify that the connection is working correctly.

4. Setting Up LeadSquared Integration in Pabbly Connect

Now that Tally Forms are connected, you need to set up LeadSquared as the action application in Pabbly Connect. Choose ‘LeadSquared’ as your action application and select the action event as ‘Create or Update Lead’.

To configure this, you will need your LeadSquared API key and other relevant credentials. Access your LeadSquared account, navigate to the API settings, and copy the necessary keys. Paste these keys into the respective fields in Pabbly Connect to establish the connection.

5. Testing and Verifying the Integration Between Tally Forms and LeadSquared

After setting up the LeadSquared integration, it’s essential to test the entire workflow. In Pabbly Connect, click on the ‘Save & Send Test Request’ button. This will send a test lead creation request based on the data received from your Tally form submission.

Check your LeadSquared account to verify that the lead has been created successfully. If everything is set up correctly, you should see the new lead with the details entered in the Tally form. This confirms that Pabbly Connect has successfully automated the lead creation process from Tally Forms submissions.

Conclusion

In this tutorial, we explored how to create leads in LeadSquared from Tally Forms submissions using Pabbly Connect. This integration simplifies the process of lead generation, ensuring that every submission is captured efficiently. By following these steps, you can automate your lead management seamlessly.