How to Create or Update GoHighLevel Contact on Tally Forms Submission | Pabbly Connect Tutorial

Learn how to automate creating or updating GoHighLevel contacts using Tally Forms and Pabbly Connect. Step-by-step tutorial with detailed instructions. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating the process of creating or updating GoHighLevel contacts with Tally Forms submissions, you first need to access Pabbly Connect. Navigate to the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser.

Once on the homepage, you will find options for signing in or signing up for free. If you are a new user, click on the ‘Sign up for free’ button to create your account. Existing users should click ‘Sign in’ to access their account. After signing in, you will be directed to the Pabbly Connect dashboard, where you can manage your workflows.

2. Creating a New Workflow in Pabbly Connect

After accessing the dashboard of Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ option, which prompts you to name your workflow. For this tutorial, name it ‘Create or Update GoHighLevel Contact on Tally Forms Submission’.

Select the appropriate folder for your workflow, such as ‘Automations for Lead Management’, and click ‘Create’. You will see two main sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result.

• Select Tally as your Trigger application.
• Choose ‘New Response’ as the Trigger event.
• This setup will ensure that every time a new form is submitted, the workflow is activated.

Now, you are ready to set up the integration that will connect Tally Forms to GoHighLevel CRM using Pabbly Connect.

3. Setting Up Tally Integration with Pabbly Connect

To connect Tally with Pabbly Connect, you will receive a Webhook URL. This URL needs to be integrated into your Tally Forms settings. Copy the Webhook URL provided by Pabbly Connect.

Next, go to your Tally account, select the form you want to connect, and navigate to the integration settings. Here, you will find the option to add a Webhook. Paste the copied URL into the Webhook field and save your settings. This action establishes a connection between Tally and Pabbly Connect.

• Ensure the Webhook is correctly added to capture all responses.
• Turn on the simple response capture option in Pabbly Connect.

Once the Webhook is set, you can test the integration by submitting a dummy response through your Tally form. This will allow you to confirm that the response is captured in Pabbly Connect.

4. Updating or Creating GoHighLevel Contacts

With the Tally integration established, the next step is to connect to GoHighLevel through Pabbly Connect. In the Action section of your workflow, select ‘Lead Connector V2’ as the action application. Then, choose the action event as ‘Create or Update Contact’.

To create a new connection, click on ‘Add New Connection’ and log into your GoHighLevel account. You will be prompted to allow access to all sub-accounts, which you should confirm. Once authorized, you can proceed to map the fields from the Tally form to the GoHighLevel contact fields.

Map the first name, last name, email, phone number, and company name from Tally to GoHighLevel. Ensure that each field is dynamically mapped to allow for automatic updates with new responses.

After mapping all necessary fields, click ‘Save and Send Test Request’ to finalize the setup. You should see a confirmation that the contact has been created or updated in GoHighLevel.

5. Final Testing of the Integration

To ensure everything is working correctly, perform another test by submitting a new response through your Tally form. After submission, return to Pabbly Connect to check if the new contact appears in your GoHighLevel account.

Refresh the contacts section in GoHighLevel to see the newly added contact with all the details you submitted. This confirms that your integration is successful and that Pabbly Connect is effectively managing the data flow between Tally Forms and GoHighLevel CRM.

From now on, every time a new form is submitted in Tally, the contact will be automatically created or updated in GoHighLevel without any manual effort. This automation saves time and enhances lead management efficiency.

Conclusion

In this tutorial, we explored how to automate the process of creating or updating GoHighLevel contacts using Tally Forms submissions through Pabbly Connect. By following these steps, you can streamline your lead management process and ensure that your CRM is always up-to-date with the latest information.