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Customer Feedback Coming In? Save Every Response to Google Sheets Automatically!

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating customer feedback responses, first, access Pabbly Connect by visiting pabbly.com. Log in to your account by clicking on the “Login” button located in the top right corner.

If you are new to Pabbly, you can register for a free account. This will allow you to utilize Pabbly Connect for integrating various applications such as Tally and Google Sheets.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard and click on “Create from Scratch” to start a new workflow. Name your workflow “Save Every Response to Google Sheets Automatically”.

Select the folder named “Automate Tasks”.
Click on “Create” to proceed.

In this workflow, you will set up a trigger and an action. The trigger will be the event that starts the automation, which in this case is a new form submission from Tally.

3. Setting Up the Trigger with Tally

In the trigger application, select Tally and choose the event “New Response Received”. Click on “Connect” to establish a connection between Pabbly Connect and Tally.

Next, you will be provided with a Webhook URL. This URL will act as a bridge to connect Tally with Pabbly Connect. Copy this Webhook URL to set it up in your Tally form.

Open your Tally application and navigate to the form settings.
Go to “Integrations” and paste the Webhook URL.
Save the changes to your Tally form.

This setup ensures that every time a customer submits feedback through Tally, the response will be sent to Pabbly Connect.

4. Adding Google Sheets Action to the Workflow

Now that the trigger is set up, it’s time to add an action. Select Google Sheets as your action application and choose the event “Add New Row”. Click on “Connect” to link your Google Sheets account with Pabbly Connect.

After connecting, select the specific Google Sheet where you want the feedback data to be saved. You will need to map the fields from Tally to your Google Sheets. For example, map the first name, last name, email, phone number, and feedback notes accordingly.

Select the correct Google Sheet.
Map the fields from Tally to the respective columns in Google Sheets.

This mapping is crucial to ensure that every response is saved correctly in Google Sheets. Once you have completed this setup, save your changes and test the workflow.

5. Testing the Integration

To confirm that your integration is working, submit a test response through your Tally form. After submitting the form, return to Pabbly Connect and check for the received response. You should see the details populated in your workflow.

Next, check your Google Sheets to verify that the test response has been successfully added. This step ensures that your automation is functioning as intended, capturing every customer feedback response automatically.

By using Pabbly Connect, you have successfully set up a seamless integration between Tally and Google Sheets, allowing you to save every response automatically.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate saving customer feedback responses to Google Sheets from Tally. This integration streamlines your workflow and ensures that all feedback is captured efficiently.