Learn how to automate Mailgun member creation from Tally Forms submissions using Pabbly Connect. Step-by-step tutorial for effective email marketing. 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 Integration
To create Mailgun members on Tally Forms submission, you need to access Pabbly Connect. Start by navigating to the Pabbly Connect homepage by typing ‘Pabbly.com/connect’ in your browser.
Once on the homepage, you’ll see options to either sign in or sign up for free. If you’re new, click on the ‘Sign Up for Free’ button to create a new account, which takes just a couple of minutes. As a registered user, you can log in and begin your automation journey.
2. Creating a Workflow in Pabbly Connect
After logging in, you will be directed to the Pabbly Connect dashboard. To initiate the integration, click on the ‘Create Workflow’ button. A dialog box will appear, prompting you to name your workflow. Enter a name like ‘Create Mailgun Member on Tally Forms Submission’. using Pabbly Connect
- Choose a folder for your workflow, such as ‘Lead Management’.
- Click ‘Create’ to start building your automation.
Now, you’ll see two main sections: Trigger and Action. The Trigger section will determine when the workflow starts, while the Action section defines what happens next. In this case, the trigger will be a new submission from Tally Forms, and the action will be to add a member in Mailgun.
3. Configuring the Trigger for Tally Forms Submission
For the trigger, select ‘Tally’ as your application. Next, choose the trigger event, which is ‘New Response’. This means that every time a new form submission occurs, the workflow will be triggered. using Pabbly Connect
To establish the connection, Pabbly Connect provides a webhook URL. Copy this URL and head over to your Tally Forms account. In Tally, locate the form you want to connect, click ‘Edit’, and navigate to the ‘Settings’ section. Under ‘Integrations’, find ‘Webhooks’ and paste the copied URL into the designated field.
- Click ‘Connect’ to finalize the webhook setup.
- Return to Pabbly Connect; it will display ‘Waiting for Webhook Response.’
Now, submit a test response through your Tally form to capture the data in Pabbly Connect. This step is crucial to ensure that your connection is working correctly.
4. Adding Mailgun as the Action in Pabbly Connect
Once the test submission is successful, it’s time to set up the action. Select ‘Mailgun’ as your action application and choose ‘Create Mailing List Member’ as the action event. Click ‘Connect’ to establish the connection with your Mailgun account. using Pabbly Connect
You will need to input your Mailgun API key, host, and domain name. To find your domain name, go to the ‘Sending’ section in Mailgun. For the host, note your region (US or EU) and input the corresponding host URL. The API key can be found under ‘API Security’ in your Mailgun account settings.
Enter the domain name and select the appropriate Mailgun host. Paste the API key into the designated field.
After entering all the required information, click ‘Save’ to complete the action setup. This will allow Pabbly Connect to add new members to your Mailgun mailing list automatically.
5. Testing the Integration Between Tally and Mailgun
Now that both the trigger and action are set up, it’s time to test the integration. Go back to your Tally form and submit another test response. This time, ensure you use different dummy details to verify that the workflow captures new submissions accurately.
Once you submit the form, return to Pabbly Connect to see if the new member has been added to your Mailgun list. You can check this by navigating to your Mailgun account and viewing the mailing list you specified earlier.
Refresh your mailing list to see if the new member appears. Confirm that all details match the submitted information.
If everything is set correctly, you should see the new lead added as a member in your Mailgun list. This confirms that your integration using Pabbly Connect is successful and functioning as intended.
Conclusion
In this tutorial, we demonstrated how to automate the process of creating Mailgun members from Tally Forms submissions using Pabbly Connect. By following these steps, you can streamline your email marketing efforts and manage your leads effectively.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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Utilizing Pabbly Connect for this integration allows you to focus on growing your business without the hassle of manual data entry. Start automating your workflows today!