Agile CRM + Tally

Add tags to Agile CRM contacts for new Tally submissions

Ensure your CRM is updated in real-time with this workflow between Tally and Agile CRM. With each new submission you have in Tally, the contact involved gets automatically tagged in Agile CRM. This saves you time and guarantees that your CRM reflects the most recent interactions, ensuring you're always acting on the latest information.

When this happens...
New Submission
Triggers when a new form submission is received.
TriggerInstant
automatically do this!
Add Tag to Contact
Add Tag to a Contact in the Agile CRM.
ActionWrite

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Supported triggers and actions

What does this mean?

- Select a formRequired
Trigger
Instant
Try It
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Scheduled
Try It
New Event
Triggers when a new event is created in Agile CRM.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Scheduled
Try It

- CampaignRequired
- Subscriber EmailRequired
Action
Write
- Contact EmailRequired
- Score to Be AddedRequired
Action
Write

- Company NameRequired
- Company URL
Action
Write
- NameRequired
- Owner
- Probability (%)
- ValueRequired
- Track
- Milestone
- Related To
- Close Date
- Description
- Deal Source
Action
Write
- EmailRequired
- SubjectRequired
- Cc
- PriorityRequired
- Status
- AssigneeRequired
- MessageRequired
Action
Write
- EmailRequired
- First Name
- Last Name
- Company
- Phone
- Tags
- Add Address
- City
- State
- Zip Code
- Country
- Create New Contact
- Website
Action
Write

- Track / MilestoneRequired
Trigger
Scheduled
Try It
New Case
Triggers when a new case is added in Agile CRM.
Trigger
Scheduled
Try It
New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Scheduled
Try It
- Ticket FilterRequired
Trigger
Scheduled
Try It
- Tag NameRequired
Trigger
Scheduled
Try It
- Contact EmailRequired
- Subject of NoteRequired
- DescriptionRequired
Action
Write
- Contact EmailRequired
- TagsRequired
Action
Write
- First NameRequired
- Last Name
- EmailRequired
- If Duplicate Found
- Phone
- Tag
- Company
- Add Address
- City
- State
- Zip Code
- Country
- Website
Action
Write
- NameRequired
- PriorityRequired
- OwnerRequired
- Start TimeRequired
- End TimeRequired
Action
Write
- SubjectRequired
- Task TypeRequired
- PriorityRequired
- Owner
- Email
- Due Date
Action
Write

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

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Marketing Automation

Inbound Now

Marketing Automation, WordPress

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Tally

The simplest way to create beautiful forms and surveys, for free.

Learn more Help

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Agile CRM + Tally

Add tags to Agile CRM contacts for new Tally submissions

New Submission

Changing Any Deal Milestone

New Contact

New Event

New Task

Add to Campaign

CampaignRequired

Subscriber EmailRequired

Add Score to Contact

Contact EmailRequired

Score to Be AddedRequired

Create Company

Company NameRequired

Company URL

Create Deal

NameRequired

Owner

Probability (%)

ValueRequired

Track

Milestone

Related To

Close Date

Description

Deal Source

Create Ticket

EmailRequired

SubjectRequired

Cc

PriorityRequired

Status

AssigneeRequired

MessageRequired

Create or Update Contact

EmailRequired

First Name

Last Name

Company

Phone

Tags

Add Address

City

State

Zip Code

Country

Create New Contact

Website

Changed Deal Milestone

Track / MilestoneRequired

New Case

New Deal

New Ticket

Ticket FilterRequired

New Tag to Contact

Tag NameRequired

Add Note

Contact EmailRequired

Subject of NoteRequired

DescriptionRequired

Add Tag to Contact

Contact EmailRequired

TagsRequired

Create Contact

First NameRequired

Last Name

EmailRequired

If Duplicate Found

Phone

Tag

Company

Add Address

City

State

Zip Code

Country