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

Learn how to automate the process of adding GoToWebinar registrants from Tally Forms submissions using Pabbly Connect. Follow this detailed guide for seamless integration. 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 begin the integration process, you must first access Pabbly Connect. This powerful automation tool allows you to connect various applications seamlessly.

Start by visiting the Pabbly Connect homepage. You can do this by entering the URL Pabbly.com/connect/ in your browser. Once on the page, you will find options to sign in or sign up for a free account. If you are a new user, click on the ‘Sign up for free’ button, which will allow you to create an account in just a couple of minutes. After signing up, you will receive 100 free tasks every month to explore the platform.

2. Creating a New Workflow in Pabbly Connect

Once you have logged into your Pabbly Connect account, the next step is to create a new workflow. This workflow will automate the process of adding registrants to GoToWebinar whenever a Tally form is submitted. using Pabbly Connect

Click on the blue ‘Create Workflow’ button. A dialog box will prompt you to name your workflow. Enter a descriptive name, such as ‘Add GoToWebinar Meeting Registrant on Tally Forms Submission’. After naming your workflow, select a suitable folder for better organization. In this case, you can create a folder named ‘Webinars and Meetings’.

• Click on the blue ‘Create Workflow’ button.
• Enter the workflow name.
• Select a folder for organization.

After setting up your workflow, you will see two main sections: Trigger and Action. The Trigger is what starts the workflow, while the Action is the task that follows. For this integration, Tally will be your Trigger application, and GoToWebinar will be the Action application.

3. Setting Up the Trigger with Tally

The next step involves setting up the Trigger application, which is Tally in this case. Select Tally as your Trigger application, and then choose the trigger event, which is ‘New Response’. This event captures new form submissions. using Pabbly Connect

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL acts as a bridge between Tally and Pabbly Connect. You will need to copy this URL and integrate it into your Tally form. To do this, go to your Tally account, select the registration form, and navigate to the integration section.

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

In the integration section of Tally, paste the webhook URL into the designated field and click on connect. This action builds the connection between Tally and Pabbly Connect, allowing it to capture responses from form submissions.

4. Testing the Integration Between Tally and Pabbly Connect

After setting up the webhook in Tally, it’s essential to test the integration to ensure everything is functioning correctly. To do this, go back to the Tally registration form and submit a test entry with dummy data. using Pabbly Connect

As soon as the form is submitted, Pabbly Connect will capture the response. You can check the response data in Pabbly Connect to ensure it includes the correct information, such as the first name, last name, email, and any other relevant details. This confirms that the connection between Tally and Pabbly Connect has been successfully established.

Go to the Tally form and submit a test entry. Check the captured response in Pabbly Connect. Verify that the response data is accurate.

Once you have confirmed that the responses are being captured correctly, you can proceed to set up the Action application, which is GoToWebinar.

5. Setting Up the Action with GoToWebinar

The final step is to set up the Action application, which is GoToWebinar. In Pabbly Connect, select GoToWebinar as your Action application and choose the action event, which is ‘Create Registrant’. This action will add the registrant to your webinar based on the information captured from the Tally form. using Pabbly Connect

To establish the connection, you will need to authorize Pabbly Connect to access your GoToWebinar account. After successful authorization, you will need to fill in the required fields, such as the webinar ID, first name, last name, email, and any other relevant details captured from the Tally form. Map these fields dynamically to ensure that every new submission is accurately reflected in GoToWebinar.

Select GoToWebinar as the Action application. Choose ‘Create Registrant’ as the action event. Authorize Pabbly Connect to access your GoToWebinar account.

After filling in all the necessary details, click on the ‘Save and Send Test Request’ button. If everything is set up correctly, you will see a confirmation that the registrant has been added to your GoToWebinar account. This means your integration is now complete, and every time a new form is submitted in Tally, the details will automatically be added to GoToWebinar.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding GoToWebinar registrants from Tally Forms submissions. By following the steps outlined, you can efficiently manage your webinar registrations without manual intervention. This integration not only saves time but also ensures accuracy in capturing participant information.