Accelo + Tally
Create or update Accelo contacts from new Tally submissions
Effortlessly manage your contacts with this streamlined workflow. When a new submission is received in the Tally app, it will create or update a contact in the Accelo app. Say goodbye to manual data entry and stay organized by making sure your contact information is always up-to-date.
Effortlessly manage your contacts with this streamlined workflow. When a new submission is received in the Tally app, it will create or update a contact in the Accelo app. Say goodbye to manual data entry and stay organized by making sure your contact information is always up-to-date.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create/Update Contact
Creates a new contact or updates a contact if it already exists.
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Select a formRequired
Try ItNew Request
Triggers when a new request is created.
Try ItTypeRequired
SubjectRequired
BodyRequired
EmailRequired
First Name
Last Name
Mobile
Phone
Fax
Company Name
Position
Company Phone
Company Fax
Company Website
Company Comments
Send on Behalf of Contact
SubjectRequired
Initial Seconds
Auto Start
Task Assigned
Triggers when a task is assigned.
Try ItEmailRequired
First Name
Last Name
Mobile
Phone
Fax
Comments
Position
Company Name
Company Website
Company Phone
Company Fax
Company Comments
TitleRequired
TypeRequired
EmailRequired
Salesperson
Comments
Value
Rating
First Name
Last Name
Mobile
Phone
Fax
Position
Company Name
Company Phone
Company Fax
Company Website
Company Comments
Pause Timers
Pauses any active timers.
