How to Enroll Zenler User on Tally Forms Submission Using Pabbly Connect

Learn how to enroll Zenler users automatically upon Tally Forms submission using Pabbly Connect. Follow this step-by-step guide for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Tally Forms Submission

To enroll Zenler users upon Tally Forms submission, start by accessing Pabbly Connect. Visit the Pabbly website and sign in to your account. If you are a new user, you can sign up for free and get 100 tasks per month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find all your workflows. Click on the ‘Create Workflow’ button to start setting up your integration between Tally Forms and Zenler.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow that triggers when a new Tally Forms submission occurs. Name your workflow, such as ‘Enroll Zenler User on Tally Forms Submission,’ and select the folder where you want to save it. using Pabbly Connect

• Click on the ‘Create Workflow’ button.
• Provide a name for your workflow.
• Select the folder for saving the workflow.

Next, set the trigger event to Tally Forms submission. This will ensure that every time a new form is submitted, it will initiate the workflow. You can now move on to the next step of connecting Tally Forms with Pabbly Connect.

3. Setting Up Tally Forms in Pabbly Connect

To link Tally Forms with Pabbly Connect, open your Tally account and select the form you wish to use. Click on the ‘Integrations’ tab to get the webhook URL provided by Pabbly Connect. This URL is crucial for establishing the connection.

After copying the webhook URL, return to your Tally Forms and paste it into the integration settings. Ensure you save the changes. This step allows Pabbly Connect to receive data whenever a new form submission occurs.

4. Enrolling Zenler User via Pabbly Connect

Now that Tally Forms is connected to Pabbly Connect, it’s time to set up the action that enrolls a user in Zenler. In your workflow, select Zenler as the action application and choose the ‘Add New User’ action event.

• Choose Zenler as the action application.
• Select the ‘Add New User’ action event.
• Map the fields from Tally Forms to Zenler.

During this mapping process, you will enter the details received from Tally Forms, such as first name, last name, email address, and phone number. Ensure to save the workflow after mapping the fields correctly.

5. Testing the Integration

With everything set up, it’s time to test the integration. Submit a test entry through your Tally Form to see if the user is automatically enrolled in Zenler. Check your Pabbly Connect workflow to confirm that the submission data has been captured successfully.

If the test is successful, you will see the new user reflected in your Zenler account. This confirms that the integration between Tally Forms and Zenler via Pabbly Connect is functioning as intended.

Conclusion

By following these steps, you can successfully enroll Zenler users automatically upon Tally Forms submission using Pabbly Connect. This integration streamlines your workflow and enhances your user management process effectively.