Clientify + Tally integrations
Create new contacts in Clientify from new submissions in Tally
Each time a new submission is received in Tally, allow this seamless workflow to populate Clientify's client database with the necessary contact details. It eliminates manual data entry, ensuring your records remain precise and current, thereby streamlining essential business communication.
- When this happens...New SubmissionTriggers when a new form submission is received.
- automatically do this!Create ContactCreates a Contact in Clientify
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More things you can do with Tally and Clientify
Discover other triggers and actions you can use with Tally and Clientify
- Select a formRequired
Try ItTriggerInstant- New Company
Triggers when a new company is created in clientify.
Try ItTriggerPolling - New Deal
Triggers when a new deal is created in Clientify.
Try ItTriggerPolling - ContactRequired
- Abandoned Date
- Cart IdRequired
- E-commerce
- Shop Name
- Order UrlRequired
- CurrencyRequired
- Name
- Description
- Category
- SKU
- Image Url
- Item Url
- PriceRequired
- QuantityRequired
- DiscountRequired
ActionWrite
- TagRequired
Try ItTriggerPolling- New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - New Task
Triggers when a new task is created in clientify.
Try ItTriggerPolling - First Name
- Last Name
- Full Name
- Title
- Company name
- Contact Type
- Contact Source
- Street
- City
- State
- Country
- Postal Code
- email
- Phone number
- Tags
- Custom Fields
- Picture URL
- Taxpayer Identification Number
- Contact status
- website
- LinkedIn Url
- Contact owner
- Autoassignment owner
- GDPR Acceptance Date
- Visitor Key
- Description
ActionWrite
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