How to Integrate Tally Form Responses with MS Excel Using Pabbly Connect

Learn to integrate Tally form responses with MS Excel using Pabbly Connect. Automate your workflow effortlessly with this detailed step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Tally MS Excel Integration

To begin the integration of Tally form responses with MS Excel, start by accessing Pabbly Connect. Open your browser and type in the URL: Pabbly.com/connect. This platform serves as the central hub for automating workflows.

Once on the Pabbly Connect landing page, you can either sign up for a free account or log in if you already have one. After logging in, navigate to the ‘All Apps’ page and click on ‘Access Now’ under Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you will need to create a new workflow. Click on the ‘Create Workflow’ button and name it something relevant, such as ‘Tally to MS Excel’. This workflow will facilitate the integration process.

Within this workflow, you will see two main areas: the trigger window and the action window. The trigger window is where you will set up the event that initiates the automation, while the action window defines what happens next. Let’s start with the trigger.

• Click on the trigger window and choose ‘Tally’ from the apps list.
• Select ‘New Response’ as the trigger event.
• Copy the webhook URL generated by Pabbly Connect.

These steps will allow you to capture the Tally form submissions in Pabbly Connect.

3. Connecting Tally Form to Pabbly Connect

To connect your Tally form with Pabbly Connect, navigate to your Tally account. Open the form you created, click on the three dots next to it, and select ‘Edit’. In the edit mode, find the ‘Integrations’ option at the top.

In the integrations section, select ‘Webhooks’ and click on ‘Connect’. Paste the webhook URL you copied from Pabbly Connect into the endpoint URL field and click on ‘Connect’. This establishes a connection between your Tally form and Pabbly Connect.

4. Sending Form Responses to MS Excel via Pabbly Connect

Now that your Tally form is connected, the next step is to send the captured form data to MS Excel. In the action window of your workflow, search for ‘Microsoft Excel’ and select it. Choose the action event ‘Add Row to Worksheet’. using Pabbly Connect

Click on ‘Connect’ and authorize Pabbly Connect to access your Microsoft Excel account. Once connected, select the workbook where you want to add the data. For example, choose ‘New Leads Data’ from the dropdown list. Then, select the worksheet where the data should be added.

• Map the fields from Tally to the corresponding columns in Excel.
• Ensure you map first name, last name, email, mobile number, and age correctly.

After mapping the fields, click on ‘Save and Send Test Request’ to verify the integration.

5. Verifying the Integration of Tally and MS Excel

Once you have successfully sent a test request, check your Microsoft Excel sheet to verify that the data has been added. Refresh the worksheet and you should see the new row containing the data from your Tally form submission.

This confirms that the integration is working effectively. Now, every time there is a new submission on your Tally form, Pabbly Connect will automatically add it as a new row in your specified Excel sheet. You can test this by submitting another dummy form response.

Conclusion

Integrating Tally form responses with MS Excel using Pabbly Connect streamlines your data collection process. By following the steps outlined in this tutorial, you can automate your workflow and ensure that every form submission is recorded accurately in Excel. Start using Pabbly Connect today to enhance your productivity and efficiency.