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Dealboard + Tally

Dealboard + Tally

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.

  1. When this happens...
    New Submission
    New Submission
    New SubmissionTriggers when a new form submission is received.
  2. automatically do this!
    Create Lead
    Create Lead
    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 form
      Required
    Trigger
    Instant
    Try It
    • Board
      Required
    • Only These Stages
    Trigger
    Instant
    Try It
    • Board
      Required
    Trigger
    Instant
    Try It
    • Board
      Required
    • Deal Name
      Required
    • Company
    • Amount
    • Stage
    • Primary Contact Name
    • Primary Contact Title
    • Primary Contact Email
    • Primary Contact Phone
    • Primary Contact LinkedIn
    • Key Terms
    Action
    Write
    • Board
      Required
    Trigger
    Instant
    Try It
    • Board
    • Deal
      Required
    • Note
      Required
    Action
    Write
    • 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)
    Action
    Write
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About Dealboard
Dealboard is a visual deal tracker for founders and small teams who would rather close deals than configure software.
Related categories
tally logo
About Tally
The simplest way to create beautiful forms and surveys, for free.
Related categories
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