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Automatically Create Google Contacts from Tally Forms

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating Google Contacts creation, you need to access Pabbly Connect. Open your browser and go to pabbli.com/connect. If you are a new user, click on the “Sign Up for Free” button located in the top right corner. This allows you to explore Pabbly Connect with 100 free tasks every month.

Once you are logged in, you will be directed to the workflow builder, which is crucial for creating your automation. This interface allows you to set up triggers and actions that will automate the process of adding new contacts to Google Contacts from Tally forms.

2. Setting Up the Trigger with Tally Forms

In the workflow builder of Pabbly Connect, the first step is to set up a trigger. Click on the “Add Trigger” button and search for Tally. Select it as your trigger application, and for the event, choose “New Response”. Click on the connect button to proceed.

Select Tally as the trigger application.
Choose “New Response” as the trigger event.
Click on the connect button to generate a webhook URL.

Copy the generated webhook URL and head over to your Tally dashboard. Select the form you wish to automate, navigate to the “Integrations” tab, and paste the webhook URL into the designated field. Click on the “Connect” button to establish the link between Tally and Pabbly Connect.

3. Capturing Responses from Tally

After setting up the webhook, you need to capture responses from Tally forms. Fill out the form as a test user, ensuring you provide all required details. Once submitted, Pabbly Connect will capture the response in real-time.

To verify, return to the Pabbly Connect workflow and check if the response has been recorded. This confirms the successful connection between Tally and Pabbly Connect, enabling you to proceed with the next steps.

4. Creating Google Contacts from Tally Responses

Now that you have captured the response, it’s time to create a Google contact. In the workflow, click on “Add New Action” and search for Google Contacts. Select it as your action application and choose “Create Contact” as the action event. Then, click on the connect button.

Select Google Contacts as the action application.
Choose “Create Contact” as the action event.
Connect your Google account to allow Pabbly Connect to access your contacts.

Once connected, you will be prompted to enter details for the new contact. Use the mapping feature to dynamically insert data from the Tally form responses into the Google Contacts fields. This ensures that every new response creates a unique contact with the correct information.

5. Testing and Finalizing the Automation

After mapping the fields, click on “Save and Send Test Request” to verify that the contact is created successfully. You should receive a confirmation that a new contact has been added to your Google Contacts.

Finally, check your Google Contacts to ensure the new contact appears with all the mapped details. This confirms that the automation setup using Pabbly Connect is functioning correctly. You can now automate the process of adding new contacts from Tally forms seamlessly.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation of Google Contacts from Tally forms. By following these steps, you can enhance your productivity and streamline your workflow effectively.