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Start with a template that brings Tally and Customer.io together. Build enterprise-grade automation in minutes.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Tally with Customer.io - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Submission" from Tally.
Add your action
An action happens after the trigger—such as "Create or Update a Person" in Customer.io.
You’re connected!
Zapier seamlessly connects Tally and Customer.io, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Select a formRequired
Try ItTriggerInstant- Anonymous Event NameRequired
- Anonymous IDRequired
- Anonymous Event Data
ActionWrite
- IdRequired
- Email Address
- Attributes
ActionWrite- IdRequired
- Event NameRequired
- Event Data
ActionWrite
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Practical ways you can use Tally and Customer.io
Personalize communications with survey data
Zapier streamlines customer engagement by automatically sending survey responses from Tally to Customer.io. When a customer submits a response, it triggers custom email and SMS campaigns in real-time, improving personalization and customer satisfaction.
Business Owner
Log form activity to track user engagement
When a new form is submitted in Tally, Zapier can record it as a custom event in Customer.io. This allows you to monitor user interactions and engagement for analytics or behavioral triggers.
EngineeringFollow up with leads from form submissions
When a new submission is received in Tally, Zapier will automatically create or update a contact in Customer.io. This keeps your lead database up-to-date and simplifies follow-ups with email campaigns or SMS messages.
Marketing & Marketing Ops
