How to Create or Update Keap Contact on Tally Forms Submission Using Pabbly Connect

Learn how to seamlessly integrate Tally Forms with Keap using Pabbly Connect to automate contact creation and updates efficiently. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Tally Forms and Keap Integration

To create or update a Keap contact on Tally Forms submission, you first need to access Pabbly Connect. This platform allows you to automate workflows between applications seamlessly. Start by visiting the Pabbly Connect homepage and sign in or create an account.

Once logged in, you’ll see the dashboard where you can create new workflows. This is where the integration between Tally Forms and Keap will be set up. Make sure to familiarize yourself with the interface as it will guide you through the automation process.

2. Creating a Workflow in Pabbly Connect

To initiate the integration, click on the ‘Create Workflow’ button in the top right corner of the Pabbly Connect dashboard. You will need to name your workflow something descriptive, such as ‘Create or Update Keap Contact on Tally Forms Submission’. using Pabbly Connect

Next, select a folder to save your workflow. You can either choose an existing folder or create a new one for better organization. Once you have named your workflow and selected the folder, click on the ‘Create’ button to proceed.

• Click on ‘Create Workflow’.
• Name your workflow appropriately.
• Select a folder for organization.
• Click ‘Create’ to finalize the setup.

Now that your workflow is created, you can set up the trigger that will initiate the automation process.

3. Setting Up the Trigger with Tally Forms

In this step, you will set up the trigger for your workflow. Select Tally Forms as your trigger application. This integration captures new form submissions automatically. Choose the trigger event as ‘New Response’ to ensure that every new submission will trigger the workflow. using Pabbly Connect

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL is essential as it connects Tally Forms to Pabbly Connect, allowing for seamless data transfer. Copy this URL, as you will need it to configure Tally Forms.

• Select Tally Forms as the trigger application.
• Choose ‘New Response’ as the trigger event.
• Copy the provided webhook URL for integration.

Now that the trigger is set up, the next step is to configure Tally Forms to send data to this webhook URL.

4. Configuring Tally Forms to Send Data

Log in to your Tally Forms account and select the form you want to integrate. Click on the ‘Edit’ option for that form, and then navigate to the ‘Integrations’ tab. Here, you will select ‘Webhooks’ as your integration type. using Pabbly Connect

Paste the webhook URL you copied from Pabbly Connect into the designated field for the endpoint URL. After entering the URL, click on the ‘Connect’ button to establish the connection. This step ensures that every time a form submission occurs, Tally Forms sends the data to Pabbly Connect.

Edit the desired form in Tally Forms. Go to the ‘Integrations’ tab and select ‘Webhooks’. Paste the webhook URL and click ‘Connect’.

With Tally Forms successfully configured, you can now test the integration by submitting a sample form response.

5. Testing the Integration and Creating Contacts in Keap

To test the integration, fill out your Tally Form with dummy data and submit it. After the submission, return to Pabbly Connect, where you should see a successful response indicating that the data has been captured. using Pabbly Connect

Next, set up the action in Pabbly Connect by selecting Keap as your action application. Choose the action event as ‘Create or Update a Contact’. Map the fields from the Tally Forms submission to the corresponding fields in Keap, such as email, first name, and last name. This mapping ensures that the correct information populates the new contact in your Keap account.

Submit a test response through Tally Forms. Check Pabbly Connect for a successful data capture. Select Keap and choose ‘Create or Update a Contact’ as the action event.

Once the mapping is complete, click on ‘Send Test Request’ to finalize the setup. If successful, you will see the new contact appearing in your Keap account, confirming that the integration works flawlessly.

Conclusion

In this tutorial, we explored how to create or update Keap contacts using Tally Forms submissions through Pabbly Connect. By following these steps, you can streamline your lead management process and ensure that your contacts remain up-to-date without manual effort. Pabbly Connect simplifies the integration between these applications, making automation easy and efficient.