Create or update EngageBay Marketing contacts from new Tally submissions
Easily manage your contact list and streamline your marketing efforts with this automation. When a new submission is received in Tally, this workflow will create or update a contact in EngageBay Marketing. Save time and stay organized by ensuring your contact data is always up-to-date and available for your marketing campaigns.
Easily manage your contact list and streamline your marketing efforts with this automation. When a new submission is received in Tally, this workflow will create or update a contact in EngageBay Marketing. Save time and stay organized by ensuring your contact data is always up-to-date and available for your marketing campaigns.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create or Update Contact
Updates the contact based on the email address. Creates a new contact if one is not found.
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Select a formRequired
Try ItNew Company
Triggers when a new company is created.
Try ItNew Deal
Triggers when a new deal is added to your account upon confirmation.
Try ItGet Owners
Trigger to get all owners.
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TagRequired
Try ItNew Contact
Triggers when a new contact is added to your account upon confirmation (has completed any applicable double opt-ins).
Try ItNew Event
Triggers when a new event is added to your account upon confirmation.
Try ItNew Task
Triggers when a new task is added in the EngageBay.
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