EngageBay Marketing + Tally
Create contacts in EngageBay Marketing for every new submission in Tally
Streamline your marketing efforts with this efficient workflow. When a new submission is received in Tally, it will directly create a contact in your EngageBay Marketing app. This allows for streamlined communication and ensures that no potential customer falls through the cracks. Spend less time on manual data entry and more on crafting effective marketing strategies.
Streamline your marketing efforts with this efficient workflow. When a new submission is received in Tally, it will directly create a contact in your EngageBay Marketing app. This allows for streamlined communication and ensures that no potential customer falls through the cracks. Spend less time on manual data entry and more on crafting effective marketing strategies.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create Contact
Creates a new contact.
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Select a formRequired
Try ItNew Company
Triggers when a new company is created.
Try ItNew Deal
Triggers when a new deal is added to your account upon confirmation.
Try ItGet Owners
Trigger to get all owners.
Try It
TagRequired
Try ItNew Contact
Triggers when a new contact is added to your account upon confirmation (has completed any applicable double opt-ins).
Try ItNew Event
Triggers when a new event is added to your account upon confirmation.
Try ItNew Task
Triggers when a new task is added in the EngageBay.
Try It
