Integrate Tally Forms with Flowlu Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate the creation of Flowlu contacts from Tally Forms submissions using Pabbly Connect. Follow this detailed tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Start Integration

To begin integrating Tally Forms with Flowlu, first, you need to access Pabbly Connect. Visit the Pabbly Connect website at Pabbly.com/connect and sign in to your account. If you are new, you can sign up for free and enjoy 100 free tasks each month.

After logging in, you will see the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will pop up asking for a workflow name and folder selection. Name your workflow ‘Create Flowlu Contact on Tally Forms Submission’ and select a folder to save it. Click on the ‘Create’ button to proceed.

2. Setting Up the Trigger with Tally Forms

In this step, we will set up the trigger in Pabbly Connect to capture new submissions from Tally Forms. Select Tally Forms as your trigger application and choose the event ‘New Response’. This allows Pabbly Connect to listen for new form submissions.

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

Next, go back to your Tally account. Navigate to the form you created for lead data collection. Click on the settings button, go to the integrations section, and paste the copied webhook URL into the endpoint URL field. Click on the ‘Connect’ button to finalize the integration. Once connected, Pabbly Connect will wait for a response from Tally Forms.

3. Testing the Tally Forms Submission

To ensure that the integration is working correctly, perform a test submission using the form you created in Tally. Fill out the form with sample lead data, including first name, last name, email, and other relevant fields. using Pabbly Connect

• Open the Tally form using the share URL.
• Enter sample data for testing, such as ‘New’ for the first name and ‘Lead’ for the last name.
• Submit the form and check Pabbly Connect for the response.

Once the form submission is complete, return to Pabbly Connect and check if the response has been captured. If successful, you will see the submitted data reflected in the Pabbly Connect dashboard, confirming that Tally Forms is correctly integrated.

4. Setting Up the Action to Create Flowlu Contact

Now that we have verified the trigger, it’s time to set up the action in Pabbly Connect. Select Flowlu as the action application and choose the event ‘Create CRM Account (Contact)’. This action will create a new contact in your Flowlu account whenever a form submission occurs.

Click on the ‘Connect’ button to establish a connection between Flowlu and Pabbly Connect. You will need to provide your API key and account URL from your Flowlu account. To obtain the API key, navigate to your Flowlu account, click on your profile, and go to portal settings. From there, add a new API key.

Log into your Flowlu account and navigate to API settings. Create a new API key and copy it. Paste the API key and account URL back into Pabbly Connect.

Once connected, map the fields from the Tally Forms response to the corresponding fields in Flowlu. This ensures that the data from the form submission populates the correct fields in your CRM.

5. Finalizing the Integration and Testing

After mapping the fields, click on the ‘Save and Send Test Request’ button in Pabbly Connect. This will send the data to Flowlu and create a new contact. Check your Flowlu account to confirm that the new contact has been created successfully.

Refresh the contacts page in Flowlu, and you should see the new contact listed with all the details filled in as per the Tally Forms submission. This indicates that the integration is complete and functioning as intended.

Verify that the contact appears in your Flowlu account. Check the details to ensure accuracy. If successful, your automation is now fully operational.

With this setup, you have successfully automated the process of creating Flowlu contacts from Tally Forms submissions using Pabbly Connect. This not only saves time but also ensures you never miss a lead.

Conclusion

In conclusion, integrating Tally Forms with Flowlu using Pabbly Connect streamlines your lead management process. By automating contact creation, you can focus on converting leads into clients without the hassle of manual data entry.