How to Integrate Tally Forms with ChatPro AI Agents (Step-by-Step Guide)

Learn how to integrate Tally Forms with ChatPro AI in seconds. Collect user data, feedback, and surveys automatically using AI-powered agents and smart form triggers.

Tally is one of the simplest and most flexible form builders available today. When combined with ChatPro AI, you can automatically trigger forms inside conversations, allowing your AI agents to collect user data, feedback, surveys, billing issues, feature requests, and much more — all contextually and in real time.

In this guide, we’ll walk you through how to integrate Tally Forms with ChatPro AI in just a few seconds.

What You’ll Need

Before getting started, make sure you have:

A ChatPro AI account
A Tally account
At least one form created in Tally

No coding required.

Step 1: Log in to Tally and Create (or Select) a Form

Go to Tally.so and log in to your account.
Create a new form or select an existing one you want your AI agent to trigger.
Make sure your form is published and ready to accept responses.

Step 2: Copy Your Tally Form Share Link

Inside your Tally dashboard, locate the form you want to use.
Click on the Share or link icon next to the form.
Copy the public Tally Form URL (for example: https://tally.so/r/xxxxxx).

This link is what ChatPro AI will use to trigger the form inside conversations.

Step 3: Open ChatPro AI and Go to AI Actions

Log in to your ChatPro AI dashboard.
From the left sidebar, navigate to AI Actions.
In the integrations marketplace, find Tally Forms.
Click Add to begin the integration.

Step 4: Configure the Tally Forms Integration

A configuration modal will appear. Complete the following fields:

Tally Forms URL Link

Paste the Tally form link you copied earlier.

Trigger Condition

Define when the AI agent should trigger the form.
Examples:

This allows ChatPro AI to intelligently decide when to show the form, based on user intent and conversation context.

Step 5: Activate the Integration

Click Activate.
Your Tally Forms integration is now live.

Your AI agent can now automatically present Tally forms to users at the right moment during a conversation.

What You Can Do with Tally and ChatPro AI

Collect support tickets automatically
Handle billing issues without human intervention
Gather customer feedback and NPS surveys
Capture leads inside AI conversations
Trigger onboarding or qualification forms
Reduce friction by avoiding external workflows
your imagination is the limit

All of this happens inside the chat experience, powered by AI.

Why Use Tally Forms with ChatPro AI

No-code setup
Fast and lightweight forms
Context-aware AI triggers
Higher form completion rates
Seamless user experience

If you’re building AI agents for customer support, sales, onboarding, or internal operations, this integration unlocks powerful automation with minimal effort.

Final Thoughts

Integrating Tally Forms with ChatPro AI takes less than five minutes and gives your AI agents the ability to collect structured data exactly when it matters most.

If you’re already using Tally or searching for smarter ways to automate data collection with AI agents, ChatPro AI is the perfect companion.