Integrate Tally Forms with Zoho CRM Using Pabbly Connect

Learn how to automate contact creation in Zoho CRM from Tally Forms submissions using Pabbly Connect in this detailed tutorial. 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. Accessing Pabbly Connect for Integration

To automate the process of creating a Zoho CRM contact upon Tally Forms submission, you first need to access Pabbly Connect. This platform simplifies the integration of various applications without requiring any coding skills. Start by visiting the Pabbly Connect landing page.

Once there, you will see options to either sign in or sign up. If you are new, click on ‘Sign up for free’ to create an account. Existing users can simply click ‘Sign in’ to access their dashboard. After signing in, navigate to the Pabbly Connect application to begin setting up your workflow.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder for organization. Name it appropriately, such as ‘Create Zoho CRM Contact on Tally Form Submission,’ and select the folder named ‘Automations’.

• Click on ‘Create’ to open the workflow window.
• This window will allow you to set triggers and actions for your automation.

In this workflow, the trigger will be a new response received from Tally Forms. Set Tally as your trigger application and select ‘New Response’ as the trigger event. This setup ensures that every time a form is submitted, the workflow is activated, allowing automatic contact creation in Zoho CRM via Pabbly Connect.

3. Setting Up Tally Forms Integration

To connect Tally Forms with Pabbly Connect, you will need to copy the provided webhook URL from your workflow. Log into your Tally account and navigate to the specific form you wish to integrate. Click on the ‘Edit’ option for your form.

Within the form settings, locate the ‘Integrations’ tab and find the ‘Webhooks’ section. Click on ‘Connect’ and paste the webhook URL you copied earlier. After pasting, confirm the connection by clicking the ‘Connect’ button. This step links your Tally Forms submissions to your Pabbly Connect workflow.

4. Testing the Integration with Tally Forms

Now that Tally Forms is connected to Pabbly Connect, it’s time to test the integration. Open the share link for your Tally form in a new tab and fill out the form with sample data. For instance, use ‘Demo’ for the first name and ‘User’ for the last name, along with an email and other relevant information.

• Submit the form to send the data to Pabbly Connect.
• Check Pabbly Connect to see if the response is captured successfully.

If the test submission is successful, you will see the captured data in your Pabbly Connect dashboard. This confirms that Tally Forms is correctly triggering the workflow.

5. Creating a Zoho CRM Contact via Pabbly Connect

With the Tally Forms integration tested, the next step is to set up the action in Pabbly Connect to create a contact in Zoho CRM. Select Zoho CRM as your action application and choose ‘Create Contact’ as the action event.

You will need to connect your Zoho CRM account to Pabbly Connect. Click on ‘Add a New Connection’ and enter your Zoho domain. After entering the domain, click ‘Save’ and grant the necessary permissions for Pabbly to access your account. Once connected, you can proceed to map the fields from the Tally Forms submission to the corresponding fields in Zoho CRM.

Conclusion

In this tutorial, we demonstrated how to automate contact creation in Zoho CRM using Tally Forms submissions through Pabbly Connect. By following the steps outlined, you can streamline your data entry process and ensure your CRM is always up-to-date with the latest leads. This integration saves time and minimizes errors in your workflow.