Integrating Tally Forms with Pabbly Email Marketing and Google Sheets

Learn how to create Pabbly Email Marketing subscribers from Tally Forms responses and seamlessly add data to Google Sheets using Pabbly Email Marketing. Discover proven email marketing strategies that increase open rates and click-throughs while maintaining deliverability and list health.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Email Marketing for Tally Forms Integration

To start creating Pabbly Email Marketing subscribers from Tally Forms responses, first, access Pabbly Email Marketing. You can do this by visiting the official Pabbly website and signing in to your account. If you don’t have an account, sign up for a free trial, which allows you to explore the features.

Once logged in, navigate to the dashboard where you can manage your email lists and subscribers. This is crucial for automating the process of capturing data from Tally Forms submissions. By integrating Tally Forms with Pabbly Email Marketing, you can seamlessly add new subscribers to your email list, enabling effective communication.

2. Setting Up Pabbly Connect for Automation

Next, you need to set up Pabbly Connect to facilitate the automation between Tally Forms and Pabbly Email Marketing. Start by visiting the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button to initiate a new automation.

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

After setting up the trigger, you will need to connect Tally Forms to Pabbly Connect. This is done by copying the webhook URL provided in the Pabbly Connect interface and pasting it into the Tally Forms integration settings. This action establishes a bridge between the two applications, allowing data to flow seamlessly.

3. Creating Subscribers in Pabbly Email Marketing

After connecting Tally Forms with Pabbly Connect, the next step is to create a new subscriber in Pabbly Email Marketing. To do this, set up an action step in your workflow. Select Pabbly Email Marketing as the action application and choose ‘Add Subscriber’ as the action event.

Now, connect your Pabbly Email Marketing account to Pabbly Connect by providing the necessary API token. This token can be found in the integrations section of Pabbly Email Marketing. Once connected, select the subscriber list where you want to add new subscribers.

• Map the fields from Tally Forms responses to the subscriber details in Pabbly Email Marketing.
• Ensure that the email address, first name, and last name are correctly mapped.

This mapping allows Pabbly Email Marketing to dynamically update subscriber information based on new form submissions, ensuring your email list is always current.

4. Adding Data to Google Sheets

Once you have successfully created a subscriber in Pabbly Email Marketing, the next step is to log the form responses into Google Sheets. Add another action step in your workflow and select Google Sheets as the action application. Choose ‘Add New Row’ as the action event.

After connecting your Google Sheets account to Pabbly Connect, select the specific spreadsheet where you want to store the registration data. Ensure that the spreadsheet contains the necessary columns for name, email, phone number, and status.

Map the fields from Tally Forms responses to the corresponding columns in Google Sheets. For the status column, set it to ‘Subscribed’ to reflect the new subscriber status.

By doing this, you ensure that all registration data is organized and easily accessible for future analysis and marketing efforts.

5. Testing and Verifying the Integration

The final step is to test the entire workflow to ensure everything is functioning correctly. Go back to Tally Forms and submit a new registration form. After submission, check Pabbly Connect to see if the new response is captured.

Next, verify in Pabbly Email Marketing that the new subscriber has been added to your list. Then, check Google Sheets to confirm that the registration details have been logged accurately. This step is critical to ensure that your automation is working as intended.

If everything is set up correctly, you will see that a new subscriber is created in Pabbly Email Marketing and the data is also added to Google Sheets, streamlining your workflow and enhancing your email marketing efforts.

Conclusion

In this tutorial, we explored how to create Pabbly Email Marketing subscribers from Tally Forms responses and add data to Google Sheets using Pabbly Connect. By following these steps, you can efficiently manage your email marketing and data collection processes.