Add Tally Form Emails to Klaviyo List - MESA Automation Template
Add Emails from Tally Form Submissions to Klaviyo Email List
17 min setup
No coding required
Runs automatically
Capture subscribers from your Tally forms and sync them to a Klaviyo email list automatically. When a form is submitted, the workflow checks whether the email already exists in Klaviyo—if it does, the profile is added to your chosen list; if it doesn’t, a new Klaviyo profile is created first and then added to the list. This ensures every submission is captured correctly, so you can grow and nurture your audience from lead magnets, newsletter signups, and contact forms without any manual data entry.
How it works
9 steps to automatically add Tally form submissions to your Klaviyo email lists while preventing duplicates
Form Submitted
App connector: [Tally](/content/apps/tally/integrate "View Tally integration page"/index.html)• Time to complete: 2 minutes
Why this matters: This captures form submissions from your specific Tally form the moment someone completes it, ensuring immediate list addition without manual exports.
When someone submits your Tally form, this trigger captures all form field responses including email addresses, names, and any custom fields you've added. You'll need to specify which Tally form should trigger this workflow.
What to configure: Select the specific Tally form by entering its form ID. You can find this in your Tally form's URL (e.g., tally.so/r/YOUR-FORM-ID) or in the form settings.
Filter for an Email Address
App connector: [Filter](/content/apps/filter/integrate "View Filter integration page"/index.html)• Time to complete: 2 minutes
Why this matters: This ensures only submissions containing email addresses proceed to Klaviyo, preventing errors from incomplete or test submissions.
The workflow checks that the email field from your Tally form is not empty before attempting to add it to Klaviyo. This validation step stops the workflow early if someone submits the form without providing an email.
What to configure: Map the email field from your Tally form to the filter's input. The filter should check that this field "is not empty."
Get List of List's Profiles
App connector: [Klaviyo](/content/apps/klaviyo/integrate "View Klaviyo integration page"/index.html)• Time to complete: 2 minutes
Why this matters: This determines which Klaviyo list receives new subscribers and retrieves existing profiles to check for duplicates.
The workflow retrieves all current profiles from your target Klaviyo list. This creates a reference dataset used in the next step to determine if the Tally form email already exists in Klaviyo.
What to configure: Select the specific Klaviyo list where you want Tally form submissions added. You'll choose from your existing Klaviyo lists by list ID or name.
Check if Email in Tally Form Matches an Email in Klaviyo
App connector: [Loop](/content/apps/loop/integrate "View Loop integration page"/index.html)• Time to complete: 0 minutes (Auto-configured)
Why this matters: This prevents duplicate profile creation by counting how many times the Tally email appears in your existing Klaviyo list.
The workflow loops through all profiles retrieved from your Klaviyo list and counts matches with the email from the Tally submission. The count will be either 0 (new email) or 1 (existing email), which determines the next steps.
Path 1: Tally Email Does Match an Existing Email in Klaviyo
App connector: [Paths](/content/apps/paths/integrate "View Paths integration page"/index.html)• Time to complete: 2 minutes
Why this matters: When the email already exists in Klaviyo, this ensures the profile is still added to your target list even if they're not currently subscribed.
If someone previously submitted a different form or made a purchase (creating a Klaviyo profile), but isn't yet on this specific list, this step adds them. This handles cases where profiles exist but aren't subscribed to every list.
What to configure: Specify the Klaviyo list ID (same list from Step 3) and map the profile ID from the matched profile to ensure the correct existing profile is added.
Add Profile to List
App connector: [Klaviyo](/content/apps/klaviyo/integrate "View Klaviyo integration page"/index.html)• Time to complete: 2 minutes
Path 2: Tally Email Does Not Match an Existing Email in Klaviyo
App connector: [Paths](/content/apps/paths/integrate "View Paths integration page"/index.html)• Time to complete: 0 minutes (Auto-configured)
Why this matters: This branching structure prevents attempting to create duplicate profiles or skipping new subscribers.
Email count equals 0 (email is new to Klaviyo)
Create Profile
App connector: [Klaviyo](/content/apps/klaviyo/integrate "View Klaviyo integration page"/index.html)• Time to complete: 3 minutes
What to configure:
- Required: Email address from Tally form
- Optional: First name, last name, phone number, location, custom properties
Example field mapping:
- Email: {{tally.fields.email}}
- First Name: {{tally.fields.first_name}}
- Last Name: {{tally.fields.last_name}}
Add Profile to List
App connector: [Klaviyo](/content/apps/klaviyo/integrate "View Klaviyo integration page"/index.html)• Time to complete: 2 minutes
Why this matters: After creating the new profile, this step subscribes them to your target Klaviyo list, completing the signup process.
What to configure: Specify the same Klaviyo list ID from Step 3 and map the newly created profile ID from Step 7 to create the list relationship.
Frequently asked questions
What happens if someone submits the Tally form multiple times?
The workflow handles repeat submissions gracefully. Each time the same email is submitted, the workflow checks if it already exists in Klaviyo. If the profile already exists and is already on the list, Klaviyo simply acknowledges the profile is present and no duplicate is created. If the profile exists but isn't on this specific list, they're added. No errors occur from repeat submissions.
Can I add Tally form submissions to multiple Klaviyo lists at once?
Yes, but you'll need to duplicate the list-adding steps. After the branching paths (Steps 5-8), add additional "Add Profile to List" actions that target different Klaviyo lists. Both new and existing profiles can be added to multiple lists in a single workflow run. This is useful if you want to add newsletter signups to both a "Newsletter" list and a general "All Contacts" list.
How do I map custom fields from my Tally form to Klaviyo custom properties?
In Step 7 (Create Profile), look for the "Custom Properties" section within the Klaviyo profile creation fields. Add a new property with a key (property name) and value (Tally form field). For example, create a property with key company_name and value {{tally.fields.company}}. These custom properties appear in each profile's details in Klaviyo and can be used for segmentation and personalization in emails.