Automate Brevo Contacts with Tally Forms Using Pabbly Connect

Learn how to create Brevo contacts from Tally Forms submissions using Pabbly Connect in this step-by-step tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Overview of Pabbly Connect for Tally Forms and Brevo Integration

Pabbly Connect is an effective automation tool that simplifies the process of integrating Tally Forms with Brevo. In this integration, every time a form submission is made on Tally Forms, a new contact is created in Brevo automatically. This automation saves time and ensures that all inquiries are managed efficiently. using Pabbly Connect

To begin, access Pabbly Connect by visiting its homepage. Here, you can either sign up for a new account or log in if you are an existing user. Once logged in, you will be directed to the dashboard where you can create workflows that connect various applications seamlessly.

2. Creating a Workflow in Pabbly Connect

To set up the integration, you need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to name your workflow; for this example, name it ‘Create Brevo Contact on Tally Form Submission’. using Pabbly Connect

• Select a folder to save your workflow, such as ‘Contacts’.
• Click the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see two essential components: the trigger and the action. The trigger will be set to Tally Forms, indicating that the automation will start when a new form submission is received.

3. Setting Up Tally Forms Trigger in Pabbly Connect

In the workflow you created, select Tally Forms as your trigger application and choose the trigger event as ‘New Response’. This means that whenever a new response is submitted through Tally Forms, Pabbly Connect will capture the response automatically. using Pabbly Connect

Next, you will receive a webhook URL from Pabbly Connect. Copy this URL as it will be used to connect Tally Forms with Pabbly Connect. Go to your Tally Forms account, select your form (e.g., ‘Contact Us Form’), and navigate to the ‘Integrations’ section.

• Click on ‘Connect’ under Webhooks and paste the copied webhook URL.
• Click ‘Connect’ to finalize the integration.

Once connected, Pabbly Connect will wait for a webhook response, indicating that the setup is complete and ready for testing.

4. Testing the Integration Between Tally Forms and Brevo

With the webhook set up, it’s time to test the integration. Open the link to your Tally Form and fill in the required fields such as first name, last name, email, and phone number. After completing the form, click on the submit button. using Pabbly Connect

Once submitted, return to your Pabbly Connect workflow. You should see that a successful response has been received, including all the details from the form submission. This confirms that Pabbly Connect has successfully captured the data from Tally Forms.

Check the response to ensure all fields are populated correctly. This data will now be used to create a new contact in Brevo.

Moving forward, you will set up the action step to create a new contact in Brevo using the captured data.

5. Creating a Contact in Brevo Using Pabbly Connect

In the action step of your workflow, select Brevo as the application and choose the action event as ‘Create or Update a Contact’. This action will ensure that whenever a new response is received from Tally Forms, a corresponding contact is created or updated in Brevo. using Pabbly Connect

To connect Brevo with Pabbly Connect, you will need to enter your Brevo domain and API key. You can find this information in your Brevo account settings. Once connected, map the fields from the Tally Forms submission to the corresponding fields in Brevo, such as email, first name, and last name.

Set the email field to map from the Tally Forms response. Ensure other required fields are also mapped accordingly.

Finally, click on ‘Save and Send Test Request’. If successful, you will receive a confirmation that a new contact has been created in Brevo, completing the integration process.

Conclusion

In this tutorial, we explored how to automate the creation of Brevo contacts from Tally Forms submissions using Pabbly Connect. By following these steps, you can streamline your contact management and ensure all inquiries are captured efficiently without manual intervention. With Pabbly Connect, integrating your favorite applications has never been easier.