Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start integrating Tally Forms with WhatsApp, first access Pabbly Connect by visiting pabbl.com/connect. If you are a new user, sign up for free to explore the platform, which offers 100 free tasks monthly.

Once logged in, navigate to the workflow builder. Here, you can create automated workflows that connect Tally Forms to WhatsApp using Pabbly Connect. This is crucial for sending messages automatically upon receiving form submissions.

2. Setting Up the Trigger in Pabbly Connect

In the workflow builder, click on the “Add Trigger” button. For the trigger application, select Tally from the list. Choose “New Response” as the event and click on “Connect”.

  • Select Tally as the trigger application.
  • Choose “New Response” as the event.
  • Copy the webhook URL provided by Pabbly Connect.

After copying the URL, go to your Tally dashboard and edit the form you want to automate. In the integrations tab, find the webhook option, paste the URL, and connect it. This step establishes a connection between Tally Forms and Pabbly Connect.

3. Integrating Tally Forms with Pabbly Connect

After setting up the webhook, submit a test response in your Tally form. This action captures the response in Pabbly Connect. You should see the response reflected in the workflow builder shortly after submission.

Once the response is captured, you can set up the action to send a WhatsApp message. Click on “Add New Action Step” and choose Pabbly Chatflow as the application for sending messages.

  • Select Pabbly Chatflow for sending WhatsApp messages.
  • Choose the event “Send Text Message”.
  • Connect your Pabbly Chatflow account to Pabbly Connect.

After connecting, you will need to enter the recipient’s WhatsApp number. Instead of typing it manually, you can map it from the previous Tally response. This dynamic mapping ensures that each message is personalized based on the form submission.

4. Configuring the WhatsApp Message

In this step, you will configure the WhatsApp message that will be sent to the lead. You can customize the message by mapping fields from the Tally form, such as the lead’s name and inquiry details.

To do this, enter your message template and use the mapping feature to insert dynamic data. For example, you can include the lead’s first name and last name by searching for these fields in the mapping options.

Make sure to format the message correctly and include all necessary details that will be dynamically replaced with each new response. Once configured, save the settings in Pabbly Connect and prepare to send a test message.

5. Testing the Integration and Finalizing

After everything is set up, click on “Save and Send Test Request” to verify that the integration works. You should receive a positive response indicating that the message has been successfully sent.

Check your WhatsApp to confirm that the message appears as expected. If successful, this means your integration is fully operational, and every new form submission will trigger an automated WhatsApp message.

Utilizing Pabbly Connect for this automation not only saves time but also enhances communication with leads effectively. You can now enjoy seamless integration between Tally Forms and WhatsApp.

Conclusion

This tutorial outlined the steps to integrate Tally Forms with WhatsApp using Pabbly Connect. By following these steps, you can automate your messaging process and improve your lead engagement.