Engage + Tally
Create or update Engage customers from new Tally submissions
Effortlessly manage your customer database with this Tally and Engage automation. Whenever a new submission is received in Tally, the workflow will either update an existing Engage customer or create a new one, ensuring your information remains up-to-date and accessible. Save time and enhance your customer engagement process with this seamless integration.
Effortlessly manage your customer database with this Tally and Engage automation. Whenever a new submission is received in Tally, the workflow will either update an existing Engage customer or create a new one, ensuring your information remains up-to-date and accessible. Save time and enhance your customer engagement process with this seamless integration.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Update or Create a New Customer
Create a new customer or update an existing customer (by ID).
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Select a formRequired
Try ItUser ID
First Name
Last Name
Email Address
Phone Number
Signup date
Attribute name
Attribute value
Attribute name
Attribute value
Attribute name
Attribute value
Attribute name
Attribute value
Attribute name
Attribute value
User IDRequired
EventRequired
