How to Create Kit Subscriber on Tally Forms Submission Using Pabbly Connect

Learn how to automate the process of creating Kit subscribers from Tally Forms submissions using Pabbly Connect. Follow this detailed tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start creating a Kit subscriber on Tally Forms submission, you first need to access Pabbly Connect. Begin by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for a free account, which provides you with 100 tasks every month to explore the platform.

Once you’re logged in, navigate to the dashboard where you will find various Pabbly applications. Click on the ‘Access Now’ button for Pabbly Connect. This will take you to the workflow creation area, where you can set up your automation.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, click on the ‘Create Workflow’ button to initiate the setup. You will be prompted to name your workflow and select a folder for organization. Name it something descriptive, like ‘Create Kit Subscriber on Tally Forms Submission’ and save it in the Automations folder.

• Click on ‘Create’ to open the workflow window.
• Set Tally as the trigger application.
• Select ‘New Response’ as the trigger event.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to connect your Tally account with the workflow.

3. Connecting Tally Forms to Pabbly Connect

Now that you have the webhook URL, log into your Tally account. Navigate to the form you want to integrate, such as the Client Inquiry Form. Click on the ‘Edit’ option for this form and then go to the ‘Integrations’ tab.

• Find the Webhooks section in the Integrations tab.
• Click on ‘Connect’ under the Webhooks section.
• Paste the copied webhook URL and click on ‘Connect’.

This step completes the connection between Tally and Pabbly Connect, allowing form submissions to trigger actions in your workflow.

4. Testing the Integration with a Form Submission

After connecting Tally to Pabbly Connect, you need to perform a test submission to capture the webhook response. Open the share link for your Tally form and fill out the form with test data, such as a demo first name and last name.

Submit the form and ensure you see a thank you message. Return to Pabbly Connect and check for the captured response. Verify that all fields match your input.

With this test, you confirm that Pabbly Connect is correctly receiving data from Tally, which is essential before setting up the action step.

5. Creating a Kit Subscriber from Tally Forms Submission

Now that the trigger is set, it’s time to create a subscriber in Kit. In Pabbly Connect, set Kit as the action application. Choose the action event as ‘Add Subscriber to a Form’.

If you haven’t connected your Kit account yet, you will need to do so by entering your API key and API secret, which can be found in your Kit account settings under the Developer section. After entering these credentials, click on ‘Save’.

Select the form you want to add subscribers to. Map the fields from the Tally response to the Kit subscriber fields. Test the action to ensure subscribers are created correctly.

Upon successful testing, you will see that a new subscriber has been created in your Kit account without any manual effort, thanks to Pabbly Connect.

Conclusion

This tutorial demonstrated how to automate the creation of Kit subscribers from Tally Forms submissions using Pabbly Connect. By following these steps, you can ensure that your subscriber list is always up to date, enhancing your email marketing efforts.