How to Create HubSpot Contacts on Tally Forms Submission Using Pabbly Connect

Learn how to automate HubSpot contact creation from Tally Forms submissions using Pabbly Connect. Step-by-step guide for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for HubSpot and Tally Forms Integration

To create HubSpot contacts on Tally Forms submission, start by accessing Pabbly Connect. This platform enables seamless automation between Tally Forms and HubSpot, streamlining your workflow.

First, visit the Pabbly Connect website and sign in to your account. If you are new, you can sign up for free and receive 100 free tasks every month. Once logged in, you will find the dashboard displaying all available applications.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow for the integration. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Enter a name for your workflow, such as ‘Create HubSpot Contact on Tally Form Submission’.
• Select a folder to save your workflow, for instance, ‘Tally Forms Automations’.
• Click on the ‘Create’ button to finalize the creation of your workflow.

Your workflow is now created, and you will see two sections: Trigger and Action. The Trigger determines when the automation starts, while the Action defines what happens next.

3. Setting Up the Trigger with Tally Forms

For the Trigger, select Tally Forms as the application. This allows Pabbly Connect to capture responses from your Tally Forms submissions.

Choose the ‘New Response’ event as the trigger. Once selected, Pabbly Connect will provide a unique webhook URL. Copy this URL as you will need it to connect Tally Forms with Pabbly Connect.

• Go to your Tally Forms and open the settings for the form you want to connect.
• Navigate to the ‘Integrations’ section and click on the ‘Connect’ button.
• Paste the webhook URL from Pabbly Connect and click on the ‘Connect’ button.

After connecting, return to your Pabbly Connect dashboard and wait for a webhook response. This confirms that your Tally Forms are successfully integrated with Pabbly Connect.

4. Testing the Integration with a Form Submission

To ensure everything is set up correctly, perform a test submission on your Tally Form. This will allow Pabbly Connect to capture the response and confirm the integration.

Fill out the form with test data, such as:

First Name: Test Last Name: Lead 45 Email: [email protected] Company Name: Test Company Project Type: SEO Services

After submission, check your Pabbly Connect dashboard to see if the response has been captured. If successful, you will see all the details reflected in the trigger.

5. Setting Up the Action to Create HubSpot Contacts

Now that the trigger is working, it’s time to set up the Action. Select HubSpot CRM as the application for the action step in Pabbly Connect.

Choose the ‘Create Contact’ event. You will need to connect your HubSpot account to Pabbly Connect by clicking on the ‘Connect’ button and authorizing access.

Map the required fields from the Tally Forms response to HubSpot fields. For example, map the first name, last name, email, company name, and project type. Once all fields are mapped, click on the ‘Save and Test Request’ button.

After testing, check your HubSpot account to confirm that the new contact has been created successfully. This completes the integration process using Pabbly Connect.

Conclusion

In this tutorial, we successfully automated the process of creating HubSpot contacts from Tally Forms submissions using Pabbly Connect. This integration streamlines your workflow by automatically capturing lead information. Now, you can efficiently manage your leads in HubSpot without manual entry.