How to Add Tally Form Responses to Salesforce as Contacts Using Pabbly Connect

Learn how to automate adding Tally form responses to Salesforce as contacts using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Tally and Salesforce Integration

To start integrating Tally form responses with Salesforce, you’ll need to access Pabbly Connect. First, go to your browser and search for Pabbly Connect. Once on the landing page, click on ‘Sign Up Free’ to create your account, or ‘Sign In’ if you already have an account.

After logging in, you will be directed to the Pabbly Connect dashboard. Here, click on ‘Access Now’ under Pabbly Connect. This action will take you to the workflow creation area where you can begin setting up your automation.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on ‘Create Workflow’ to start a new integration. Name your workflow, for example, ‘Tally to Salesforce’, and click ‘Create’. This will open a new workflow interface with two main sections: the trigger and action windows. using Pabbly Connect

The trigger window is where you will specify what event starts the automation. In this case, select Tally as your application and choose ‘New Response’ as the trigger event. This setup allows Pabbly Connect to capture form submissions from Tally.

3. Connecting Tally to Pabbly Connect

To connect Tally to Pabbly Connect, you will need a webhook URL. After selecting Tally and the trigger event, Pabbly Connect provides a webhook URL. Copy this URL as you will need it to link Tally with Pabbly Connect.

Next, go to your Tally account and locate the form you want to connect. Click on the three dots next to the form and select ‘Edit’. Navigate to the ‘Integrations’ tab and click on ‘Connect’ beside Webhooks. Paste the copied webhook URL into the endpoint URL field and click ‘Connect’. This action completes the connection between Tally and Pabbly Connect.

4. Testing the Integration with Dummy Data

With Tally connected to Pabbly Connect, it’s time to test the integration. Create a test submission by accessing the share link of your Tally form. Fill in the form with dummy data, such as a name, mobile number, and email address, then submit the form.

• Enter a name for the dummy user.
• Provide a mobile number.
• Include a dummy email address.

After submitting the form, return to Pabbly Connect to check the trigger window. You should see the response from the Tally form submission, confirming that the integration is working correctly.

5. Sending Form Responses to Salesforce

Now, we will configure the action step to send the form responses to Salesforce. In the action window of Pabbly Connect, select Salesforce as the application and choose ‘Create Contact’ as the action event. This allows you to create a new contact in Salesforce using the data collected from Tally. using Pabbly Connect

Click on ‘Connect’ and select ‘Add New Connection’ to link your Salesforce account with Pabbly Connect. After clicking on the ‘Connect with Salesforce’ button, grant the necessary permissions. Once connected, you will need to map the fields from the Tally response to the corresponding fields in Salesforce, such as last name, first name, mobile number, and email address.

After mapping all required fields, click on ‘Save’ and then ‘Send Test Request’. If the setup is correct, you will receive a positive response indicating that the contact has been successfully created in Salesforce. You can then verify this by checking the contacts section in your Salesforce account.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of adding Tally form responses as contacts in Salesforce. This integration streamlines your workflow, ensuring that every form submission is captured efficiently. By following the outlined steps, you can set up similar automations to enhance productivity and data management.