Automate Tally Forms to Mailchimp with Pabbly Connect

Learn how to automate Tally Forms to Mailchimp using Pabbly Connect. Follow our step-by-step guide to add subscribers effortlessly. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate the process of adding subscribers from Tally Forms to Mailchimp, the first step is accessing Pabbly Connect. You can do this by visiting the Pabbly website and signing in to your account. If you do not have an account, you can easily create one for free, allowing you to utilize 100 tasks per month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow that will connect your Tally Forms with Mailchimp. This integration will allow you to automate the addition of subscribers seamlessly.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button and name it something descriptive, like ‘Tally Forms to Mailchimp Subscribers’. Select a folder for organization, if desired, and click ‘Create’.

• Click on ‘Create Workflow’
• Name your workflow
• Select a folder for organization
• Click ‘Create’

Once the workflow is created, you will set up a trigger. This trigger will activate the workflow whenever there is a new form submission in Tally Forms. This is essential for ensuring that new leads are automatically added as subscribers in Mailchimp.

3. Setting Up the Tally Forms Trigger

In the workflow setup, the next step is to configure the trigger application. Choose Tally Forms as your trigger and select the event as ‘New Response’. This means that every time a new form is submitted, it will trigger the workflow.

To connect Tally Forms with Pabbly Connect, you will receive a webhook URL. Copy this URL and navigate to your Tally Forms account. In your form settings, find the integration option and paste the webhook URL into the designated field. Save the changes to establish the connection.

• Select Tally Forms as the trigger
• Choose ‘New Response’ as the event
• Copy the webhook URL provided
• Paste it into the Tally Forms integration settings

After saving the webhook URL in Tally Forms, you can perform a test submission. This step is crucial to ensure that the connection is working correctly and that Pabbly Connect is receiving the form responses.

4. Configuring Mailchimp as the Action Application

Once the Tally Forms trigger is successfully set up, the next step is to configure Mailchimp as the action application in Pabbly Connect. Select Mailchimp and choose the action event as ‘Add Member with Custom Field’. This allows you to add new subscribers to your Mailchimp audience based on the responses from Tally Forms.

To connect Mailchimp, you will need to enter your API key and data center information. You can find these details in your Mailchimp account settings under the profile section. After entering the required information, click on ‘Connect’ to establish the link between Mailchimp and Pabbly Connect.

Select Mailchimp as the action application Choose ‘Add Member with Custom Field’ as the action event Enter your Mailchimp API key and data center Click ‘Connect’

After the connection is established, map the fields from the Tally Forms responses to the corresponding fields in Mailchimp. This ensures that all the necessary subscriber information is accurately captured and stored in your Mailchimp audience.

5. Testing and Activating the Workflow

With the Tally Forms trigger and Mailchimp action set up, it’s time to test the entire workflow in Pabbly Connect. Perform a test submission in Tally Forms and check if the subscriber is successfully added to your Mailchimp audience. This step is essential to verify that the integration is functioning as intended.

If the test is successful, you can activate the workflow. This means that from now on, every new submission in Tally Forms will automatically add a subscriber to Mailchimp without any manual effort. This automation saves time and ensures that your leads are captured efficiently.

In summary, by using Pabbly Connect, you can automate the process of adding subscribers from Tally Forms to Mailchimp seamlessly. This integration not only streamlines your workflow but also enhances your lead management process.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the integration between Tally Forms and Mailchimp. By following these steps, you can effortlessly add subscribers to your Mailchimp audience every time a new form is submitted. This automation is a game-changer for managing leads efficiently.