Create new Compass leads from Tally submissions
Effortlessly manage your leads by connecting Tally to Compass. With this workflow, every time there's a new submission in Tally, a new lead will be created in Compass. Save time, reduce manual data entry, and improve lead tracking with this seamless automation.
Effortlessly manage your leads by connecting Tally to Compass. With this workflow, every time there's a new submission in Tally, a new lead will be created in Compass. Save time, reduce manual data entry, and improve lead tracking with this seamless automation.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create a New Lead
Create a new lead in your Compass CRM.
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First Name
Last Name
Email Address
Phone Number
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