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ClinchPad + Tally

Create ClinchPad leads from new Tally submissions

Effortlessly manage your leads by connecting Tally and ClinchPad with this streamlined workflow. Every time there's a new submission in Tally, a lead will be created in ClinchPad. This automation saves you time and ensures that your leads are organized in one central location without manual input.

Effortlessly manage your leads by connecting Tally and ClinchPad with this streamlined workflow. Every time there's a new submission in Tally, a lead will be created in ClinchPad. This automation saves you time and ensures that your leads are organized in one central location without manual input.

  1. When this happens...
    TallyTally
    New Submission

    Triggers when a new form submission is received.

    TriggerInstant
  2. automatically do this!
    ClinchPadClinchPad
    Create a lead

    Triggers when a new lead is added.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Select a formRequired

    Trigger
    Instant
    Try It
    • Lead NameRequired

    • StageRequired

    • Size

    • Assign To

    • Contact Name

    • Contact Designation

    • Contact Email

    • Contact Phone

    • Contact Address

    • Contact Organization

    • Product Name

    • Source Name

    • Zone Name

    • Note

    Action
    Write
  • ClinchPad triggers, actions, and search

    New Lead

    Triggers when a new lead is added.

    Trigger
    Instant
    Try It
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About ClinchPad

ClinchPad is a modern sales CRM built for small teams.
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Related categories

  • CRM (Customer Relationship Management)

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