Learn how to automate Tally form submissions to Brevo using Pabbly Connect. Streamline your email list growth effortlessly with this step-by-step guide. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To automate Tally form submissions to Brevo, first, you need to access Pabbly Connect. Start by visiting the Pabbly website and logging into your account. If you are a new user, sign up for a free account to get started.
Once logged in, navigate to the Pabbly Connect dashboard. This is where you will create your automation workflow. Here, you can manage all your workflows and access various Pabbly applications.
2. Creating a New Workflow in Pabbly Connect
In Pabbly Connect, you will create a new workflow to connect Tally forms and Brevo. Click on the ‘Create Workflow’ button and choose the new workflow builder. Name your workflow something descriptive, like ‘Auto Send Tally Form Submissions to Brevo’.
- Select your folder for the workflow.
- Click on ‘Create’ to finalize your workflow setup.
After creating your workflow, you will see a prompt to set up your trigger application. This is the action that will initiate your automation, which in this case is a new submission in Tally forms.
3. Setting Up Tally Forms as the Trigger Application
Now, select Tally forms as your trigger application in Pabbly Connect. Choose the event ‘New Response’ to trigger the automation when a new form submission is received. Next, you will need to connect Tally forms with Pabbly Connect by using a webhook URL provided in your workflow.
Copy this webhook URL and go to your Tally forms account. Open the form you want to automate, navigate to the integrations section, and paste the webhook URL into the designated area. Save the changes to establish the connection.
4. Testing the Webhook Connection
After saving the webhook URL in Tally forms, return to Pabbly Connect. You should see a message indicating that it is waiting for a response from the webhook. To test this, submit a test response in your Tally form and check if the data appears in your Pabbly Connect workflow.
- Enter dummy details in the test form submission.
- Verify that the details are captured in your workflow.
If the test submission is successful, you will see the captured data in your Pabbly Connect workflow. This confirms that the integration between Tally forms and Pabbly Connect is working correctly.
5. Adding Brevo as the Action Application
Now that you have set up Tally forms as your trigger, it’s time to add Brevo as the action application in Pabbly Connect. Choose the action event ‘Create or Update Contact’. This will allow you to automatically add new submissions as contacts in your Brevo account.
Connect to your Brevo account by entering your domain and API key. You can find the API key in your Brevo account settings. After connecting, map the fields from your Tally form submissions to the corresponding fields in Brevo, ensuring all necessary data is included.
Conclusion
Using Pabbly Connect, you can automate the process of sending Tally form submissions to Brevo, effectively growing your email list. This integration saves time and ensures that every new lead is captured instantly. Start automating today to enhance your email marketing efforts!
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