Integrating Tally Forms with Microsoft Teams Using Pabbly Connect

Learn how to integrate Tally Forms with Microsoft Teams using Pabbly Connect for seamless notifications on new submissions. Follow this step-by-step guide for effective automation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Tally Forms with Microsoft Teams, the first step is accessing Pabbly Connect. This powerful automation tool allows you to streamline your workflows without any coding knowledge.

Start by visiting the Pabbly Connect website. If you’re a new user, you can sign up for free and receive $100 in credits. Existing users should sign in to access their dashboard and tools.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you will need to create a new workflow. Click on the ‘Create Workflow’ button and provide a name for your workflow, such as ‘Notify Team on Microsoft Teams for Tally Form Submission.’ Select a folder to save your workflow.

• Click on ‘Create’ to open the workflow window.
• Set the trigger application to Tally Form Builder.
• Choose ‘New Response’ as the trigger event.

This setup allows Pabbly Connect to monitor your Tally Forms for new submissions, triggering the workflow whenever a new form is filled out.

3. Setting Up Tally Form Integration

After selecting Tally Form Builder as your trigger application in Pabbly Connect, you’ll receive a webhook URL. This URL is essential for connecting Tally Forms to your Pabbly workflow.

Log into your Tally account and edit the form you want to connect. Navigate to the Integrations tab and select Webhooks. Paste the webhook URL from Pabbly Connect and click on ‘Connect’. This step establishes a link between Tally Forms and your Pabbly workflow.

• Ensure your form is published and ready for submissions.
• Perform a test submission to ensure the integration works.

Once the webhook is connected, Pabbly Connect will be ready to capture responses from your Tally Forms.

4. Configuring Microsoft Teams Notifications

With Tally Forms integrated, the next step is to set up Microsoft Teams as the action application in Pabbly Connect. Search for Microsoft Teams and select it as the action application.

Choose the action event as ‘Send Message in Channel’. You will need to connect your Microsoft Teams account to Pabbly Connect if you haven’t done so already. Click on ‘Connect with Microsoft Teams’ and grant the necessary permissions.

Select the team where you want to send notifications. Choose the channel for notifications (e.g., Journal).

Now, you can craft the message that will be sent to your team. Use dynamic fields from the Tally Form submission to ensure each message is personalized.

5. Testing the Integration Workflow

To ensure everything works correctly, perform a test submission on your Tally Form. After submitting a new response, check your Microsoft Teams channel to see if the notification appears. using Pabbly Connect

Pabbly Connect will capture the details of the form submission and send them to the specified channel in Microsoft Teams. You should see a message containing the lead’s name, email, phone number, preferred course, and current level of education.

This integration ensures that your team is notified in real time, allowing for quicker follow-ups with potential clients. If everything is set up correctly, your workflow should now run seamlessly.

Conclusion

Integrating Tally Forms with Microsoft Teams using Pabbly Connect streamlines your notification process for new submissions. With this setup, your team can respond quickly to potential clients, enhancing overall efficiency.