Tally Forms to GoHighLevel Automation — Capture & Manage Leads Instantly

Learn how to automate lead management by integrating Tally Forms with GoHighLevel using Pabbly Connect. Step-by-step guide included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, access Pabbly Connect by visiting the official website. Once there, you can sign in or create a new account if you’re a first-time user. This platform allows you to automate workflows without needing coding skills.

After logging in, navigate to the dashboard where you can manage your workflows. Click on the ‘Create Workflow’ button to initiate a new automation process. Make sure to name your workflow appropriately, such as ‘Tally Forms to GoHighLevel Automation,’ to reflect its purpose.

2. Setting Up the Trigger with Tally Forms

The next step involves setting up the trigger in Pabbly Connect. Select Tally Forms as your trigger application. Choose the event as ‘New Response’ which signifies that the workflow will activate upon receiving a new form submission.

• Select Tally Forms as the trigger application.
• Choose ‘New Response’ as the trigger event.
• Connect your Tally Forms account to Pabbly Connect.

Once connected, a webhook URL will be generated. This URL acts as a bridge between Tally Forms and Pabbly Connect. Copy this URL and paste it into the webhook settings of your Tally Forms account to complete the connection.

3. Testing the Webhook Response

After setting up the webhook, it’s crucial to test if the connection works properly. Go to your Tally Forms and submit a test entry. This allows Pabbly Connect to capture the response and ensure the integration is functioning as expected.

Upon submission, return to Pabbly Connect and check if the response is received. This step confirms that your Tally Forms are successfully integrated with Pabbly Connect, and the data is flowing correctly.

4. Setting Up the Action to Create Contacts in GoHighLevel

Now that the trigger is set, the next step is to configure the action. Select GoHighLevel as your action application and choose ‘Create Contact’ as the action event. This will allow you to create a new contact in your GoHighLevel account whenever there’s a new form submission. using Pabbly Connect

• Select GoHighLevel as the action application.
• Choose ‘Create Contact’ as the action event.
• Establish a connection to your GoHighLevel account.

During this setup, you will map the fields from the Tally Forms response to the corresponding fields in GoHighLevel. This mapping ensures that the data received from Tally Forms is accurately reflected in your GoHighLevel contacts.

5. Finalizing the Integration and Testing

After mapping the fields, finalize the integration by saving your workflow in Pabbly Connect. Perform another test submission in Tally Forms to see if a new contact is created in GoHighLevel correctly. This step verifies that everything is working smoothly.

Once confirmed, you can rely on this automation to manage your leads instantly without manual intervention. This integration allows you to streamline the lead management process effectively.

Conclusion

By integrating Tally Forms with GoHighLevel using Pabbly Connect, you can automate lead management seamlessly. This step-by-step guide helps you capture and manage leads instantly, enhancing your business efficiency.