Auto Add Tally Form Entries to CRM (No Manual Work)

Learn how to automatically add Tally form entries to your CRM using Pabbly Connect without any manual work. Follow our step-by-step tutorial. 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 Tally Form Integration

To automatically add Tally form entries to your CRM, you need to access Pabbly Connect. If you’re a new user, open your browser and go to pabbl.com/connect. Here, you can sign up for free, allowing you to explore the platform with 100 free tasks each month.

Existing users can directly open their workflow builder in Pabbly Connect. This is where you will create the automation that connects your Tally forms to your CRM without any manual work. This integration is essential for streamlining your data management.

2. Setting Up the Trigger in Pabbly Connect

To initiate the automation, click on the ‘Add Trigger’ button in Pabbly Connect. Search for ‘Tally’ and select it as your trigger application. For the event, choose ‘New Response’ and click on the connect button to generate a webhook URL.

• Search for Tally in the trigger application.
• Select ‘New Response’ as the event.
• Copy the generated webhook URL.

Next, go to your Tally form and navigate to the integrations tab. Paste the webhook URL you copied from Pabbly Connect into the endpoint URL field and click connect. This establishes a connection between Tally and Pabbly Connect, allowing the automation to function properly.

3. Capturing the Webhook Response

After connecting your Tally form to Pabbly Connect, you need to capture the webhook response. To do this, you must perform a test submission on your Tally form. Fill in the required fields and submit the form to generate a response.

Once you submit the form, return to Pabbly Connect, where you will see the captured response displayed in your workflow. This confirms that the integration is working correctly, and you can now proceed to add this data to your CRM.

4. Adding Action Step to Zoho CRM

With the webhook response successfully captured, it’s time to add an action step in Pabbly Connect. Click on the ‘Add New Action Step’ button and search for ‘Zoho CRM’ as your action application. Choose ‘Create Contact’ as the event.

If you’ve previously connected Zoho CRM to Pabbly Connect, select the existing connection. Otherwise, click on ‘Add a New Connection’ and enter your Zoho CRM domain, which can be found in your Zoho account URL. Once entered, grant the necessary permissions for Pabbly Connect to access your Zoho CRM data.

5. Mapping Data in Zoho CRM with Pabbly Connect

Now that you have set up the action step, it’s crucial to map the data from the Tally form response to the corresponding fields in Zoho CRM. In Pabbly Connect, you can dynamically insert data from the previous step into the Zoho CRM fields.

• Select the lead source and other required fields.
• Use mapping to insert data dynamically.
• Click on ‘Save and Send Test Request’ to finalize.

Once you save the settings, Pabbly Connect will confirm that the contact has been added to your Zoho CRM. You can refresh your CRM to verify that the new entry appears, showing that the automation is functioning effectively.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically add Tally form entries to your CRM without any manual work. By following these steps, you can streamline your data management process and enhance productivity. Start your free trial of Pabbly Connect today to experience seamless automation!