Automate Email Marketing with Pabbly Connect and Tally Form Submissions

Learn how to automate email marketing by integrating Tally with Pabbly Connect. Follow this step-by-step tutorial to create subscribers effortlessly. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Tally Integration

In this section, we will introduce how to utilize Pabbly Connect for integrating Tally forms with email marketing. This integration automates the process of adding subscribers directly from Tally to your email marketing account, saving time and reducing errors.

Using Pabbly Connect, you can streamline your workflow by connecting Tally’s form submissions to your email marketing platform. This ensures that every new registration is captured efficiently without manual entry.

2. Accessing Pabbly Connect

To start using Pabbly Connect, visit the Pabbly website and log into your account. If you’re a new user, you can sign up for free and get 100 tasks every month.

Once logged in, you will see the Pabbly apps window. From there, select Pabbly Connect by clicking on the access button. This will take you to the dashboard where you can create your workflow.

3. Creating a Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear prompting you to name your workflow and select a folder.

• Name the workflow: Create P Marketing Subscriber on Tally Form Submission
• Select a folder: Tally Automations

After naming your workflow and selecting the folder, click on the create button. This sets up your workflow with a trigger and action configuration.

4. Setting Up the Trigger in Pabbly Connect

For the trigger application, select Tally and choose the trigger event as ‘New Response’. This tells Pabbly Connect to listen for new submissions on your Tally form.

Pabbly Connect will generate a unique webhook URL. Copy this URL to connect Tally to Pabbly Connect. Log into your Tally account, navigate to your form, and go to the Integrations section. From there, click on the connect button and paste the webhook URL.

5. Setting Up the Action in Pabbly Connect

After setting up the trigger, it’s time to configure the action. Select P Email Marketing as the action application and choose the action event ‘Add Subscriber’. This will add new subscribers automatically to your email list. using Pabbly Connect

Click on the connect button and either use an existing connection or create a new one by providing the necessary token. Once connected, specify the email list where the subscriber will be added. Map the fields from the Tally response to the email marketing fields.

• Select the email list: Marketing Campaign
• Map the email and name fields from Tally to P Email Marketing

Finally, click on ‘Save and Send Test Request’ to verify that the connection works and that a new subscriber is created in your email marketing account.

Conclusion: Automate Your Workflow with Pabbly Connect

By using Pabbly Connect, you can easily automate the process of adding new subscribers from Tally form submissions to your email marketing account. This integration not only saves time but also enhances efficiency in managing your subscriber list.

Now you can focus on delivering quality content and engaging with your audience while Pabbly Connect handles the tedious task of subscriber management.