Learn how to automate adding Tally form responses to Google Sheets using Pabbly Connect. Follow our step-by-step guide for seamless integration. 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. Accessing Pabbly Connect for Tally Google Sheets Integration
To begin the integration of Tally form responses with Google Sheets, you first need to access Pabbly Connect. Open your web browser and search for Pabbly’s official site, then sign up for a free account if you don’t already have one. Once logged in, you will be directed to the all apps page where you can click on ‘Access Now’ for Pabbly Connect.
In Pabbly Connect, you will create a new workflow specifically for connecting Tally with Google Sheets. This process allows you to automate the addition of form responses directly into your Google Sheets, ensuring that all data collected is organized and easily accessible.
2. Creating a Workflow in Pabbly Connect
Once you are in Pabbly Connect, click on ‘Create Workflow’ and name it something descriptive, like ‘Tally to Google Sheets’. This name will help you easily identify the workflow later. After naming your workflow, click on ‘Create’ to proceed to the setup.
In this workflow, you will encounter two main sections: the Trigger window and the Action window. The Trigger window will be used to capture data from Tally, while the Action window will send this data to Google Sheets. This separation helps in managing the workflow efficiently.
- Click on ‘Create Workflow’.
- Name your workflow (e.g., ‘Tally to Google Sheets’).
- Access the Trigger and Action windows.
After setting up your workflow, you are ready to configure the trigger that will initiate the data transfer from Tally to Google Sheets using Pabbly Connect.
3. Setting Up the Trigger for Tally Form Responses
In the Trigger window, you will need to select Tally as the application. In the ‘Choose App’ section, type and select Tally. Next, choose the trigger event as ‘New Response’. This event will activate whenever a new form submission is made on your Tally form.
Pabbly Connect will generate a webhook URL that you need to copy. This URL is essential as it will connect your Tally form to Pabbly Connect. Head over to your Tally dashboard, select the form you want to connect, and navigate to the Integrations section. Here, paste the webhook URL into the endpoint URL field and click ‘Connect’. This step establishes the link between Tally and Pabbly Connect.
- Select Tally in the Trigger window.
- Choose ‘New Response’ as the trigger event.
- Copy the webhook URL and paste it in Tally’s integration settings.
After connecting the webhook, you can test the integration by submitting a sample response in your Tally form. This will allow you to verify that Pabbly Connect is receiving the data correctly.
4. Adding Google Sheets Action to the Workflow
With the trigger set up, the next step is to configure the Action window to send the Tally form responses to Google Sheets. In the Action window, search for Google Sheets and select it. Choose ‘Add New Row’ as the action event, which will insert the data into your specified Google Sheets document. using Pabbly Connect
Now, click on ‘Connect’ and select ‘Add New Connection’. You will be prompted to log in to your Google account to authorize Pabbly Connect to access your Google Sheets. After successful authentication, select the spreadsheet where you want to add the new row. Make sure to choose the correct sheet and map the fields from Tally to the corresponding columns in Google Sheets.
Select Google Sheets in the Action window. Choose ‘Add New Row’ as the action event. Map Tally form fields to Google Sheets columns.
Once the mapping is complete, click on ‘Save and Send Test Request’ to ensure that the data is being sent correctly from Pabbly Connect to Google Sheets. This finalizes the setup of your automation process.
5. Testing the Integration and Finalizing Setup
After setting up the workflow and mapping the fields, it’s crucial to test the integration to confirm everything is working as intended. Go back to your Tally form and submit another test response. This will trigger the workflow you created in Pabbly Connect.
Check your Google Sheets document to see if the new row has been added with the submitted data. If you see the data reflecting correctly, your integration is successful. This means every time a new form submission is made in Tally, the data will automatically populate in your Google Sheets.
By following these steps, you have effectively automated the process of adding Tally form responses to Google Sheets using Pabbly Connect. This integration not only saves time but also ensures your data is consistently organized and up-to-date.
Conclusion
In this tutorial, we demonstrated how to use Pabbly Connect to automate the addition of Tally form responses into Google Sheets. By following the outlined steps, you can streamline data collection and maintain accurate records effortlessly. Start automating your workflows today with Pabbly Connect!
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