- How to save Tally respondents as new contacts in Google Contacts
- 1. Create your playbook and set the Tally trigger as "New form submission
- 2. Add the "Get or create contact" in Google Contacts automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Google Contacts and Tally
- Related blog posts
How to save Tally respondents as new contacts in Google Contacts
Create your playbook and set the Tally trigger as "New form submission
After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and runs your playbook in response.
To setup this playbook, click "Add trigger" and then select "New form submission" under Tally. Then, select the form. If this is your first time using a Tally integration in Relay.app, you'll be prompted to connect your Tally account.
Now, every time there is a new form submission in Tally, your playbook will run automatically.
Add the "Get or create contact" in Google Contacts automation
Integrate the Google Contacts automation into your playbook to ensure the prompt creation of a new contact in Google Contacts when a new submission is received in Tally form.
Click the "Add step" button, then locate the "Get or create contact" automation for Google Contacts and input the mandatory and relevant details.
If your Google Contacts account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Google Contacts account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the creation of a new contact in Google Contacts. Once turned on, it will respond whenever a new submission is received in Tally form by creating a new contact in Google Contacts without manual intervention.
To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.