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Dealboard + Tally integrations
Create Dealboard leads from new Tally submissions
With this integration in place, leads land in Dealboard's inbox ready to qualify and promote to a deal, so your team follows up while the interest is fresh. Tally makes it easy to put a form on any page, but each submission still needs to reach your pipeline. This Zap automatically creates a lead in Dealboard for every new Tally submission, with the name, email, company and message the person entered.
- When this happens...New SubmissionTriggers when a new form submission is received.
- automatically do this!Create LeadCreates a new lead in the inbox, with source and campaign attribution.
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More things you can do with Tally and Dealboard
Discover other triggers and actions you can use with Tally and Dealboard
- Select a formRequired
Try ItTriggerInstant- BoardRequired
- Only These Stages
Try ItTriggerInstant- BoardRequired
Try ItTriggerInstant- BoardRequired
- Deal NameRequired
- Company
- Amount
- Stage
- Primary Contact Name
- Primary Contact Title
- Primary Contact Email
- Primary Contact Phone
- Primary Contact LinkedIn
- Key Terms
ActionWrite
- BoardRequired
Try ItTriggerInstant- BoardRequired
Try ItTriggerInstant- Board
- DealRequired
- NoteRequired
ActionWrite- Board
- First Name
- Last Name
- Work Email
- Phone
- Company
- Company Website
- Message
- How They Heard About You
- Source
- Submitted from URL
- Page Title
- Referrer
- UTM Source
- UTM Medium
- UTM Campaign
- UTM Term
- UTM Content
- Google Ads Click Parameter (GCLID)
ActionWrite
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