Automate Pipedrive Person Creation from Tally Forms Submission with Pabbly Connect

Learn how to automate the creation of Pipedrive persons from Tally Forms submissions using Pabbly Connect. Step-by-step guide for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Automation

To start automating the creation of a Pipedrive person from Tally Forms submissions, first, you need to access Pabbly Connect. Open your browser and type the URL Pabbly.com/connect/inr to reach the homepage.

On the homepage, you will find options to sign in if you are an existing user or sign up for free if you are new. Signing up will give you 100 free tasks every month to explore and test automations. Once logged in, navigate to the dashboard where you can create workflows using Pabbly Connect.

2. Create a New Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the Create Workflow button. A dialog box will appear asking for a workflow name. Enter ‘Create Pipedrive Person on Tally Form Submission’ and select a folder for organization.

• Choose a workflow name that describes the task.
• Select the appropriate folder where you want to save this workflow.
• Click on the Create button to proceed.

Now, you will see two windows: Trigger and Action. The trigger indicates what event will start the automation, and the action defines what will happen when the trigger occurs. For this integration, we will set Tally Forms as the trigger and Pipedrive as the action.

3. Set Up Tally Forms as Trigger

In the trigger section, select Tally Forms as your trigger application. Choose the event type as New Response. This event will trigger the workflow every time a new form is submitted.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL as you will need to paste it into your Tally Forms settings to establish a connection.

• Go to your Tally Forms account and select the form you want to connect.
• In the form settings, navigate to Integrations and select Webhooks.
• Paste the copied webhook URL and click Connect.

Once connected, every time a submission is made, the data will be sent to Pabbly Connect, allowing you to automate the next steps seamlessly.

4. Set Up Pipedrive as Action

After establishing the trigger, it’s time to set up the action. In the action section, select Pipedrive as your action application and choose the event type as Create Person. This action will create a new person in your Pipedrive account whenever a Tally Form is submitted.

To connect Pipedrive with Pabbly Connect, you will need to provide your Pipedrive API token. You can find this token in your Pipedrive account settings under API. Copy the token and paste it into the required field in Pabbly Connect.

Log into your Pipedrive account and navigate to your profile settings. Copy the API token from the API section. Paste the API token into Pabbly Connect and click Save.

Now, you need to map the fields from the Tally Forms submission to the Pipedrive fields, ensuring that the data flows correctly into your CRM.

5. Test the Integration

With the connections established, it’s time to test the integration. Submit a test response through your Tally Form to see if the data is correctly sent to Pipedrive. Go back to Pabbly Connect and check for the response.

If the setup is successful, you will see a new person created in your Pipedrive account with the details from the Tally Form submission. This confirms that your integration is working as intended, allowing you to manage leads efficiently.

Submit a form with test data on your Tally Form. Check your Pipedrive account for the new person entry. If successful, your integration is complete!

This automation through Pabbly Connect not only saves time but also enhances your lead management process, making it easy to nurture potential clients.

Conclusion

In this tutorial, we explored how to automate the creation of a Pipedrive person from Tally Forms submissions using Pabbly Connect. By following these steps, you can streamline your lead management process and ensure that no lead goes unnoticed.

Utilizing Pabbly Connect for this integration allows for efficient data handling and enhances your marketing efforts significantly. Start automating today!