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Callingly + Tally

Process new Tally submissions by calling leads with Callingly

Effortlessly connect Tally and Callingly with this seamless workflow. Whenever there's a new submission in Tally, the system will instantly initiate a Call Lead action in Callingly, ensuring prompt engagement with potential leads. Save time, improve efficiency, and never miss a lead with this automation.

Effortlessly connect Tally and Callingly with this seamless workflow. Whenever there's a new submission in Tally, the system will instantly initiate a Call Lead action in Callingly, ensuring prompt engagement with potential leads. Save time, improve efficiency, and never miss a lead with this automation.

  1. When this happens...
    TallyTally
    New Submission

    Triggers when a new form submission is received.

    TriggerInstant
  2. automatically do this!
    CallinglyCallingly
    Call Lead

    Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Select a formRequired

    Trigger
    Instant
    Try It
    • Call Status

    • Lead Status

    • Team

    • Number

    Trigger
    Instant
    Try It
    • TeamRequired

    • First Name

    • Last Name

    • Phone NumberRequired

    • Scheduled TimeRequired

    • Email

    • Company

    • Category

    • Source

    • Lead Owner

    Action
    Write
    • Phone NumberRequired

    Action
    Search
    • Updated Field

    • Team

    • Filter

    Trigger
    Instant
    Try It
    • TeamRequired

    • First Name

    • Last Name

    • Phone NumberRequired

    • Email

    • Company

    • Category

    • Source

    • Lead Owner

    • CRM ID

    • Comments

    Action
    Write
    • Phone NumberRequired

    • Team

    • Status

    • Result

    • Tags

    • Stage

    • Lead Owner

    • Stop Calls

    • Resume Calls

    Action
    Write
callingly logo
callingly logo

About Callingly

Callingly is a call automation platform that gets salespeople on the phone with incoming online leads.
Learn more

Related categories

  • Phone & SMS
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Related categories

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