Zapier is a powerful automation tool that moves info between 2000+ web apps automatically. Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day tasks and build workflows between apps that otherwise wouldn't be possible. Zapier integrates with apps such as Google Sheets, Airtable, Mailchimp, Adalo, and many more. The Zapier integration is available for free for all Tally users.
Use this integration with Tally to:
- Send leads to your CRM
- Add new tasks to your project management system
- Document answers in a spreadsheet
- Generate PDF's from form results
- And many more...
To help you hit the ground running, here are some popular pre-made Zaps:
How do I connect Tally to Zapier?
Here's how to get started with syncing your Tally form responses to other apps you use. Go to the integrations tab to connect your Tally form to Zapier.
Create a Zapier account (for free) if you don't already have one. Search for Tally in the list of available apps and use your credentials to connect your Tally account to Zapier.
Once that's done you can start creating an automation! Use a pre-made Zap or create your own with the Zap Editor. Creating a Zap requires no coding knowledge and you'll be walked step-by-step through the setup.
A zap is made up of a trigger and an action. A trigger is an event that starts a Zap, for Tally the trigger event is a new form submission.
Choose your Tally account and grant Zapier access to your Tally form. Then select the form you wish to connect to Zapier.
You can choose a response to test the trigger. Your test form data will look like this:
An action is an event a Zap performs after it's triggered, like notifying your team in Slack, sending a follow-up email, or adding a new record to your Airtable base.
Choose the action app you want to connect with and connect your account. If you already have an account connected to Zapier for the action app, select it from the account menu.
If not, click Add new account and follow the instructions to connect your app to Zapier. If the connection is working, click Continue.
Next, customize the data that you want to send over to your action app. In this step, you'll see dropdown menus and/or form fields to fill in. In this example we will map the form submission data we want to sync to the columns in our Airtable.
The final step is to see if your action works as expected. The first screen will show you the data input for your action—that's the data that's being sent to your action app. To run the action step, click Test & Continue. The next screen will show you whether or not Zapier has been able to successfully perform the action step for you.
Once you’ve set up your Zap action, you can add another action or finish setting up the Zap. New form submissions will now get synced with the action app you have chosen.