Tally and ActiveCampaign Integration: Automatic Transfer of Contacts

Tally is a free cloud service for developing online forms to collect user data. ActiveCampaign is a powerful platform for automating marketing (CRM, email newsletters, SMS advertising) and sales. Those who actively use both of these systems will probably want to know how to optimize their work. The simple solution is to automate the transfer of data between platforms. This can be done by integrating them using our online connector, ApiX-Drive. In this material, you will find detailed instructions on how to perform Tally and ActiveCampaign integration. It allows you to easily and quickly automate the transfer of incoming data from the data collection tool to the marketing communications system.

Automated data transfer will help you get rid of one of the most uninteresting routine tasks – manual data entry. It will significantly save you time and reduce the risk of errors to zero. The acceleration of data processing that you will achieve by integrating a form creation service and an email marketing platform will give you the opportunity to improve your productivity and increase the efficiency of your entire company.

Setting up Tally & ActiveCampaign integration does not require you to have any programming knowledge or an in-depth understanding of API requests. You also do not need to urgently seek external help. The entire process is easy and stress-free with our online connector, ApiX-Drive.

The main advantages of using our service are:

To set up the Tally integration with ActiveCampaign, first, create a new connection.

Select the data source system. This is Tally. Сlick “Continue.”

Choose the “Get DATA” action. Сlick “Continue.”

Connect your Tally account to ApiX-Drive.

In this window, you can change the connection name, or just click “Continue.”

When the connected account appears in the list, select it and click “Continue.”

Here, you see the URL for receiving data. This is the URL to which new leads from Tally will be sent. To continue setting up, copy it.

Go to your Tally personal account and proceed to setting up the form by which you want to receive new leads.

Go to the Integrations section.

Find the Webhooks system and click “Connect.”

Paste the copied URL in ApiX-Drive. Click “Connect” again.

Check that the Webhook system is enabled.

Go to the Share section and copy the link.

Generate test data that will be sent to the specified URL. For this, you need to fill out the form.

After successfully filling out the form, return to ApiX-Drive and continue the setup.

Here, you can set up a data filter. In our case, there is no need for this, so just click “Continue.”

Now, you see the data that we just filled in the form. If there is no data, try to perform the actions that were described earlier. If everything is okay, click “Continue.”

This completes the setup of Tally as the data source.

Now, you can proceed to setting up the data receiver.

To set up the ActiveCampaign integration with Tally, select the data receiver system. You need ActiveCampaign. Click “Continue.”

Next, select the action “Add/Update CONTACT.”

Connect your ActiveCampaign account to ApiX-Drive.

In this window, you need to specify the API domain and API key.

To get this data, go to the Developer section in the settings of your ActiveCampaign personal account.

Copy the URL and API key.

Paste the URL and API key into the appropriate fields in ApiX-Drive. Then, click “Continue.”

When the connected account appears in the list of active accounts, select it and click “Continue.”

Select the List in which new contacts will be added.

Here, you see the ActiveCampaign fields for creating new contacts. Assign variables from Tally to these fields. To do this, click in the field and select a variable from the drop-down list.

When all the necessary fields are filled in, click “Continue.”

Now, you see an example of the data that will be sent to ActiveCampaign as new contacts for each new lead from Tally. To check the correctness of the settings, click “Send test data to ActiveCampaign.”

After successful sending, go to ActiveCampaign and check the result.

Then, return to ApiX-Drive and continue setting up the ActiveCampaign integration with Tally.

In order for data transfer to occur automatically, configure auto-update. Click “Enable update.”

Click on the gear button.

Select the interval for the operation of the connection. For example, once every 5 minutes. Moreover, here you can change the name of the connection and assign it to the required group. Click “Continue.”

Tally + ActiveCampaign integration was completed. You’ve done it!

Automating lead data transfer with ApiX-Drive guarantees a new level of efficiency in your work. This solution allows you to easily create automated processes without knowledge in the field of coding, even for beginners. After you set up Tally integration with ActiveCampaign according to our instructions and activate the automatic update, continuous operation of the connection will begin. You have probably already noticed the results – lead data is transferred automatically, without your participation.

ActiveCampaign + Tally integration will free you from the daily monotonous manual work. With this integration, data transfer will be fully automated. Our online connector will take care of all the boring work. With it, you can focus on improving customer service, developing new marketing strategies, and other important aspects that will help take your business to the next level.