How to Create LeadSquared Lead on Tally Forms Submission Using Pabbly Connect

Learn how to automate LeadSquared lead creation from Tally Forms submissions using Pabbly Connect. Step-by-step guide to streamline your lead management process. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a LeadSquared lead from Tally Forms submissions, the first step is to access Pabbly Connect. Simply visit the Pabbly website and sign in to your account. If you are a new user, you can sign up for free to get started.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find all your workflows. To set up a new integration, click on the ‘Create Workflow’ button. This will allow you to name your workflow, which in this case can be ‘Create LeadSquared Lead on Tally Forms Submission’.

2. Setting Up the Trigger for Tally Forms Submission

In this section, we will set up the trigger for our workflow using Pabbly Connect. A trigger is an event that starts the automation process. Select Tally as the application for the trigger and choose the event as ‘New Response’. This means that whenever a new form submission occurs in Tally, it will trigger the workflow.

• Choose Tally as the trigger application.
• Select ‘New Response’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, you will need to set up this webhook URL in your Tally Forms account. Go to your Tally account, select the form you are using, and navigate to the integrations section. Here, paste the copied webhook URL and save the changes. This connection will allow Tally Forms submissions to communicate with Pabbly Connect.

3. Testing the Connection Between Tally Forms and Pabbly Connect

After setting up the webhook, it is essential to test the connection to ensure everything is working correctly. You can do this by submitting a test response through your Tally form. Once submitted, go back to Pabbly Connect and check for a response in the webhook section.

If the test submission is successful, you will see the data captured in Pabbly Connect. This confirms that the integration is correctly set up, and your Tally Forms submissions are now being sent to Pabbly Connect.

4. Creating a Lead in LeadSquared from Tally Forms Submission

Now that we have successfully set up the trigger, the next step is to create a lead in LeadSquared. In Pabbly Connect, select LeadSquared as the action application. Choose the action event as ‘Create or Update Lead’. This action will allow you to create a new lead based on the data received from Tally Forms.

• Select LeadSquared as the action application.
• Choose ‘Create or Update Lead’ as the action event.
• Map the fields from the Tally response to the LeadSquared lead fields.

Mapping the fields ensures that the correct information from the Tally Forms submission is sent to LeadSquared. Once mapping is complete, click on the ‘Save and Send Test Request’ button to send a test lead to LeadSquared. If successful, you will receive a confirmation that the lead has been created.

5. Finalizing the Integration and Conclusion

After testing and confirming that leads are being created in LeadSquared from Tally Forms submissions, you can finalize your integration. Ensure all settings are saved in Pabbly Connect and that your workflow is active. This integration will now automatically create leads every time a new submission is made on your Tally Forms.

By using Pabbly Connect, you have successfully automated the process of capturing leads from Tally Forms and sending them directly to LeadSquared. This not only saves time but also enhances your lead management process.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, integrating Tally Forms with LeadSquared using Pabbly Connect allows for seamless lead creation and management. This step-by-step guide helps streamline your workflow, ensuring that every potential lead is captured efficiently.