WhatsBoost + Tally Forms: Convert Survey Responses to WhatsApp Broadcasts
Stop letting your Tally Form leads sit in your inbox. This guide shows you how to bridge Tally and WhatsApp using WhatsBoost for instant, personalized customer engagement.
In the world of lead generation, the biggest friction point is the gap between a user finishing a form and a business reaching out. If you are using Tally Forms—one of the most elegant and user-friendly form builders available today—you have a goldmine of data. However, if that data just sits in an email notification, the lead quickly grows cold.
By connecting Tally Forms to WhatsApp via WhatsBoost, you can turn every survey response into an instant, personalized conversation. This guide explains how to build a "Smartway" bridge that ensures your potential customers get the attention they deserve the second they hit "Submit."
Why Tally Forms is Perfect for WhatsApp Lead Capture
Tally has gained massive popularity among Indian startups and creators because it feels like a document rather than a traditional form. It allows for:
Conditional Logic: Ask follow-up questions only if they choose a specific answer.
Payment Integration: Collect payments directly within the form.
Clean Design: A distraction-free experience that leads to higher completion rates.
When you link this clean experience to WhatsApp, you are meeting the customer in their most comfortable digital environment. This is a core part of
Step 1: Setting Up Your Tally Form for Success
Before you automate, you need to ensure your form is collecting the right data for WhatsApp.
Phone Number Field: Use the "Phone" input type and make it mandatory.
Country Code: Explicitly ask for the country code or set a default (+91 for India) to ensure the
WhatsApp automation setup The Consent Checkbox: This is non-negotiable. Add a simple checkbox: "I agree to receive a confirmation and updates on WhatsApp." This protects your account from being flagged as spam.
Step 2: The "No-Code" Bridge (Webhook vs. Sheets)
There are two ways to connect Tally to WhatsBoost, depending on your preferred workflow.
Option A: The Google Sheets Method (Recommended for Beginners)
Tally has a native integration with Google Sheets.
Every time someone completes your form, a new row appears in your sheet.
WhatsBoost monitors this sheet.
As soon as the row is added, WhatsBoost triggers a
message from Google Sheets
Option B: The Direct Webhook (For Advanced Users)
If you want to bypass sheets for even faster delivery:
In Tally, go to the "Integrations" tab and select Webhooks.
Paste your unique WhatsBoost Webhook URL.
Map the "Name" and "Phone" fields from Tally to the WhatsBoost payload.
This ensures the message is sent within milliseconds of the form submission.
Step 3: Crafting the "Instant Reply" Broadcast
A survey response is an invitation to talk. Your first broadcast shouldn't just be a "Thank You" note; it should be a bridge to the next step.
Example for a Service Business:
"Hello {{Name}}! 👋 Thank you for filling out our survey. Based on your interest in [Service_Type], I thought you might find this case study helpful: [Link]. Would you like to schedule a 5-minute discovery call?"
Example for an E-commerce Brand:
"Hi {{Name}}, we've received your feedback! 🎁 As a thank you, here is a 10% discount code for your next order: WELCOME10. Use it here: [Website_Link]"
By using the data from the Tally form to personalize the message, you create a
Step 4: Organizing Leads for Future Campaigns
One of the biggest mistakes businesses make is forgetting about the lead after the first message. When you use WhatsBoost, you can automatically
In your master sheet, you can categorize Tally respondents based on their answers. For example, if someone answered "Budget: High" in your survey, they can be tagged for a high-priority follow-up sequence. This allows you to run targeted
Comparison: Manual Follow-up vs. Tally + WhatsBoost
| Feature | Manual Entry | Tally + WhatsBoost |
| Response Time | 2-24 Hours | < 10 Seconds |
| Lead Accuracy | High Risk of Typos | 100% Data Integrity |
| Personalization | Hard to scale | Dynamic (Uses Form Data) |
| Engagement Rate | Low (Leads "cool off") | High (Instant Gratification) |
Conclusion: Professionalism at Scale
Connecting Tally Forms to WhatsApp isn't just a technical trick; it's a commitment to your customers. It shows that you value their time and are ready to help them immediately. By leveraging Tally’s beautiful forms and