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.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Call Lead
Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.
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Select a formRequired
Try ItCall Status
Lead Status
Team
Number
Try ItTeamRequired
First Name
Last Name
Phone NumberRequired
Scheduled TimeRequired
Email
Company
Category
Source
Lead Owner
Phone NumberRequired
Updated Field
Team
Filter
Try ItTeamRequired
First Name
Last Name
Phone NumberRequired
Email
Company
Category
Source
Lead Owner
CRM ID
Comments
Phone NumberRequired
Team
Status
Result
Tags
Stage
Lead Owner
Stop Calls
Resume Calls