How to Create Apollo.io Contact on Tally Forms Submission Using Pabbly Connect

Learn how to automate the creation of Apollo.io contacts from Tally Forms submissions using Pabbly Connect. Follow this step-by-step tutorial 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 Integration

To automate the creation of Apollo.io contacts from Tally Forms submissions, you first need to access Pabbly Connect. This powerful automation tool allows you to connect various applications seamlessly.

Visit the Pabbly Connect homepage by navigating to Pabbly.com/connect. If you are a new user, click on ‘Sign Up Free’ to create an account, which grants you access to 300 tasks every month. Existing users can simply sign in to start building your integrations.

2. Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, the first step is to create a workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. Name your workflow something descriptive, such as ‘Create Apollo.io Contact on Tally Forms Submission’.

• Click on the ‘Create’ button to initiate your workflow.
• Select ‘Tally Forms’ as your trigger application.
• Choose ‘New Response’ as the trigger event.

This setup ensures that every time a new form submission is received, Pabbly Connect will capture the response, allowing you to automate the contact creation process in Apollo.io.

3. Connecting Tally Forms to Pabbly Connect

After setting up the trigger in Pabbly Connect, you will receive a webhook URL. This URL is essential for connecting your Tally Forms to Pabbly Connect. Copy the webhook URL provided in your workflow settings.

Next, log into your Tally Forms account and navigate to the form you wish to integrate. Click on the ‘Edit’ option for that form, then select ‘Integration’. Here, choose the option for webhooks and paste the copied URL into the endpoint URL field. Finally, click ‘Connect’ to establish the link between Tally Forms and Pabbly Connect.

4. Setting Up Apollo.io in Pabbly Connect

With Tally Forms connected, the next step is to integrate Apollo.io. In your Pabbly Connect workflow, select Apollo.io as your action application and choose ‘Create a Contact’ as the action event. This setup allows you to automatically create a new contact in Apollo.io for each submission received via Tally Forms. using Pabbly Connect

• Click on ‘Connect’ to link your Apollo.io account to Pabbly Connect.
• You will need to enter your Apollo.io API key, which you can find in your Apollo.io account settings.
• After entering the API key, click ‘Save’ to finalize the connection.

This integration will ensure that every new response from Tally Forms results in the creation of a new contact in Apollo.io, streamlining your lead management process.

5. Mapping Data for Contact Creation

After connecting to Apollo.io, you need to map the data fields from Tally Forms to the corresponding fields in Apollo.io. In Pabbly Connect, you will see options to enter details such as first name, last name, email, and organization name.

Instead of manually entering this information, you can map the data directly from the Tally Forms submission. For example, map the first name field to the first name from the Tally Forms response. This dynamic mapping ensures that each new contact created in Apollo.io will have the correct information based on the latest submission.

Conclusion

In this tutorial, we explored how to automate the creation of Apollo.io contacts from Tally Forms submissions using Pabbly Connect. This integration simplifies the process of managing leads and ensures that no potential client is missed. By following these steps, you can efficiently connect Tally Forms and Apollo.io, enhancing your workflow and productivity.