Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start integrating Google Sheets with Tally forms, you first need to access Pabbly Connect. Open your browser and go to pabbl.com/connect. If you are a new user, you can sign up for free and get 100 tasks every month to explore Pabbly Connect.

Once signed up, you will be directed to the workflow builder. This is where you will create the automation that connects your Tally forms to Google Sheets. The first step is to set up a trigger that will initiate the workflow.

2. Setting Up the Trigger in Pabbly Connect

The next step is to set up the trigger for your workflow in Pabbly Connect. This trigger will activate whenever a new response is submitted in Tally. Click on the “Add Trigger” button and search for “Tally” to select it.

  • Select the event as “New Response”.
  • Click on “Connect” to generate a webhook URL.
  • Copy the webhook URL provided by Pabbly Connect.

Now, go to your Tally forms and click on the “Integrations” tab. Here, you can add the copied webhook URL to connect Tally with Pabbly Connect. After pasting the URL, click on the “Connect” button to finalize the setup.

3. Capturing the Webhook Response

To capture the webhook response in Pabbly Connect, you need to submit a sample form. Open the form link in a new tab and fill in the required details. Once you submit the form, Pabbly Connect will capture the response and display it in your workflow.

After the response is captured, you can proceed to add the action step that will send this data to Google Sheets. Click on “Add New Action Step” and select “Google Sheets” as the action application.

  • Choose the event as “Add New Row”.
  • Click on “Connect” to link your Google Sheets account.
  • Allow Pabbly Connect to access your Google account.

Once connected, select the spreadsheet and sheet where you want to add the new row for each form submission.

4. Mapping Data to Google Sheets

In this step, you will map the data from the Tally form to the Google Sheets fields using Pabbly Connect. Mapping allows you to insert dynamic data into your spreadsheet automatically.

To map the data, click on the fields in Google Sheets and use the slash (/) to search for the data from the previous step. Once you have mapped all the necessary fields, click on “Save and Send Test Request” to test the integration.

If the test is successful, you will see a confirmation that the details have been added to your Google Sheets. This confirms that your integration is working correctly, and every new Tally form submission will now automatically update your Google Sheets.

5. Exploring More Automation Options with Pabbly Connect

With Pabbly Connect, you can explore further automation options beyond just Google Sheets. For example, you can set up additional actions like sending notifications via Google Chat or adding details to your CRM whenever a new Tally form is submitted.

This flexibility allows you to create a comprehensive workflow that suits your needs. Simply add more action steps in Pabbly Connect based on your requirements and automate various tasks seamlessly.

Try out these automation features yourself and streamline your processes using Pabbly Connect. If you have any questions, feel free to reach out for assistance.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the integration between Tally forms and Google Sheets. By following the steps outlined, you can efficiently manage form submissions and improve your workflow.