Tally.so + WhatsApp API Integration — Complete Guide 2025

Tally.so offers beautiful forms for free — no response limits, no paid plan required. WA.Expert connects to Tally's webhook so every submission fires an instant WhatsApp. Lead forms, registrations, surveys — all get instant WhatsApp follow-up without spending a rupee on the form tool.

Connect Tally.so + WhatsApp → Talk to an Expert

Free

Tally.so has unlimited free responses — unlike Typeform

Webhook

Native Tally webhook → WA.Expert — no Zapier needed

30 sec

WhatsApp fires within 30 seconds of Tally submission

Beautiful

Best free form UX in India — high completion rates

What You Can Automate

Top use cases for Tally.so + WhatsApp API

Tally.so is the free, beautiful form builder — a popular alternative to Typeform with unlimited free responses. WA.Expert connects to Tally.so via webhook so every form submission fires an instant WhatsApp confirmation to the respondent.

📝

Lead form → WhatsApp

Tally lead capture form submission fires WhatsApp to the prospect within 30 seconds.

🎓

Registration → confirmation

Course, event, or webinar registration on Tally fires WhatsApp with details and next steps.

📊

Feedback form → acknowledgement

Customer feedback submission fires WhatsApp thank you with any follow-up actions.

🔍

Quiz → personalised WhatsApp

Tally quiz result fires personalised WhatsApp recommendation based on answers.

Trigger → Action

How Tally.so events trigger WhatsApp messages

Tally.so trigger	WhatsApp action (WA.Expert)	Business impact
Form submission	Instant WhatsApp confirmation to respondent	Immediate lead engagement
Lead form submission	Internal WhatsApp alert to sales team	Same-day lead follow-up
Registration form	WhatsApp with event/course details + calendar link	Reduces no-shows
Quiz completed	Personalised WhatsApp based on quiz result	Relevant recommendations
Feedback submitted	WhatsApp thank you + next steps	Professional follow-through

Setup Guide

How to connect Tally.so to WhatsApp API

Enable Tally webhooks

In Tally.so: Form Settings → Integrations → Webhooks → Add Webhook. Enter your WA.Expert webhook endpoint URL. Select trigger: On Submission.

Add phone number field to your Tally form

Add a "Phone" type question to your Tally form. The phone field is included in the webhook payload as a phone type answer. Make it required if you need it for all respondents.

Map Tally answer fields to WhatsApp

In WA.Expert webhook configuration, map the Tally answer fields to WhatsApp template variables: phone → "to", name answer → name variable, selected option → course/product variable.

Set conditional routing (optional)

For forms with multiple sections (e.g., different service types), use WA.Expert's conditional logic: if answer to "Service Interest" = "SEO" → send SEO brochure template, if = "Ads" → send ads brochure template.

Test with live submission

Submit your Tally form with your own phone number. Verify the WhatsApp confirmation arrives within 30 seconds. Check that all variables are correctly populated from the form answers.

Sample Tally.so → WhatsApp payload

// Tally webhook payload structure
// Received by WA.Expert on form submission
{
  "eventId": "evt_123",
  "formId": "mDzqBR",
  "responseId": "resp_456",
  "fields": [
    {"label": "Your Name",
     "type": "INPUT_TEXT",
     "value": "Priya Sharma"},
    {"label": "Phone",
     "type": "INPUT_PHONE_NUMBER",
     "value": "+919876543210"}
  ]
}

WA.Expert handles WhatsApp API authentication, template approval, and delivery. You only pass the trigger data from Tally.so — no WhatsApp API expertise needed on your end.

FAQ

Tally.so + WhatsApp — common questions

Is Tally.so really free for WhatsApp integration?

Yes — Tally.so offers unlimited form submissions on their free plan, and webhooks are available on the free plan. This makes Tally + WA.Expert one of the most cost-effective form-to-WhatsApp stacks — you only pay for WA.Expert (which handles the WhatsApp API). The Tally form tool itself is free.

How is Tally.so different from Google Forms for WhatsApp integration?

Tally has much better design — beautiful, Notion-style forms that convert better than Google Forms' dated interface. Tally also has native webhooks (Google Forms requires Apps Script). For teams that care about form completion rate and aesthetics, Tally is the better choice. For teams already in Google Workspace who want the simplest setup, Google Forms is fine.

Does Tally.so support conditional logic for different WhatsApp messages?

Yes — Tally supports conditional logic within forms (different questions based on previous answers). For different WhatsApp messages based on form answers, use WA.Expert's conditional routing: the webhook payload includes all answers, and WA.Expert selects the appropriate template based on the answer values.

Can I use Tally.so forms embedded in my website with WhatsApp follow-up?

Yes — Tally forms can be embedded in any website (WordPress, Webflow, Shopify, etc.). When a visitor fills the embedded form, the webhook fires to WA.Expert just as it would for the standalone Tally form. The WhatsApp follow-up is identical regardless of where the form is embedded.

What if the submitter doesn't provide a phone number?

If the phone question is not required, some respondents will skip it. WA.Expert only sends WhatsApp when a valid phone number is in the payload. For respondents without phone, WA.Expert can trigger an email follow-up as a fallback if your Tally form also collects email.

How does Tally compare to Typeform for WhatsApp automation?

Tally: free, beautiful, native webhooks. Typeform: paid (for webhooks), slightly higher-converting conversational format. For most Indian businesses, Tally is the better choice for WhatsApp form integration because the free plan removes the pricing barrier. Use Typeform only if you specifically need its conversational one-question-at-a-time format and the completion rate improvement justifies the cost.

Related Integrations

More WhatsApp integration guides

Ready to connect Tally.so to WhatsApp?

Free forms, instant WhatsApp follow-up. Tally + WA.Expert is the most cost-effective form-to-WhatsApp automation for Indian businesses.

Start Free Trial → Talk to an Expert