How to Create or Update Mailercloud Subscriber on Tally Forms Submission using Pabbly Connect

Learn how to automate the process of creating or updating Mailercloud subscribers on Tally Forms submission using Pabbly Connect with this detailed tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create or update a Mailercloud subscriber on Tally Forms submission, you first need to access Pabbly Connect. Start by visiting the Pabbly website and either sign in if you’re an existing user or sign up for a free account to explore the features.

After logging in, navigate to your dashboard and click on the Pabbly Connect option. This powerful automation tool allows you to connect various applications seamlessly. Click on the ‘Create Workflow’ button to initiate the process of linking Tally Forms with Mailercloud.

2. Setting Up the Workflow in Pabbly Connect

In this step, you will set up a new workflow in Pabbly Connect. You will be prompted to name your workflow, such as ‘Create or Update Mailercloud Subscriber on Tally Forms Submission’. Select the folder where you want to save this workflow and click on the ‘Create’ button.

• Name your workflow appropriately for easy identification.
• Choose the correct folder for organization.
• Click on ‘Create’ to proceed to the next step.

Once the workflow window opens, select Tally as your trigger application. Choose the event that will trigger the workflow, which in this case is a ‘New Response’ from Tally Forms. This setup allows your workflow to initiate every time a form submission occurs.

3. Connecting Tally Forms to Pabbly Connect

To connect Tally Forms with Pabbly Connect, you need to copy the webhook URL provided in the workflow. Log into your Tally account, and navigate to the form you want to use for submissions. Click on the ‘Integrations’ tab, and find the option for webhooks.

• Select the form you want to connect.
• Paste the copied webhook URL into the endpoint field.
• Click on ‘Connect’ to establish the integration.

Once connected, perform a test submission on your Tally form to ensure that Pabbly Connect captures the response. This step is crucial for confirming that your workflow is set up correctly and ready to operate automatically.

4. Connecting Mailercloud to Pabbly Connect

Now that Tally Forms is linked, the next step is to connect Mailercloud through Pabbly Connect. Select Mailercloud as your action application and choose the action event as ‘Create or Update Subscriber’. If you have not connected Mailercloud yet, you will need to add a new connection.

Click on ‘Add New Connection’ to link your Mailercloud account. Enter your API key from Mailercloud to establish the connection. Select the list in Mailercloud where you want the subscriber to be added.

Once the connection is established, map the fields from the Tally Forms submission to the corresponding fields in Mailercloud. This mapping ensures that the correct data is sent to Mailercloud, allowing for accurate subscriber updates.

5. Testing and Finalizing the Integration

After mapping the fields, it’s time to test your integration. Click on the ‘Save and Send Test Request’ button in Pabbly Connect. This action will send the data from your Tally Forms submission to Mailercloud. You should receive a confirmation message indicating that the subscriber was created or updated successfully.

Check your Mailercloud account to verify the new subscriber. Ensure that all mapped fields are correctly populated. Once confirmed, your workflow is ready to run automatically.

With everything set up, your Pabbly Connect workflow will now automatically create or update subscribers in Mailercloud whenever a new response is submitted through Tally Forms. This automation streamlines your email marketing efforts, ensuring timely follow-ups with potential clients.

Conclusion

In this tutorial, we explored how to create and update Mailercloud subscribers using Tally Forms submissions through Pabbly Connect. This integration simplifies the process of managing your email marketing, allowing for seamless automation without manual effort. By following these steps, you can effectively enhance your marketing strategies.