FreedomSoft + Tally
Create buyer leads in FreedomSoft from new Tally submissions
Easily manage new submissions from Tally by creating buyer leads in FreedomSoft with this efficient workflow. When a submission is received in Tally, a buyer lead will be generated in FreedomSoft, ensuring a seamless connection between both apps. Save valuable time, stay organized, and enhance your lead generation process with this powerful integration.
Easily manage new submissions from Tally by creating buyer leads in FreedomSoft with this efficient workflow. When a submission is received in Tally, a buyer lead will be generated in FreedomSoft, ensuring a seamless connection between both apps. Save valuable time, stay organized, and enhance your lead generation process with this powerful integration.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create Buyer Lead
Finds a buyer lead based on phone number, email, or full name, scoped by lead campaign.
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- 14 day trial for premium features & apps
Select a formRequired
Try ItNew Buyer Lead
Triggers when a new buyer lead is created, including during bulk imports.
Try ItNew Seller Lead
Triggers when a new seller lead is created, including during bulk imports.
Try ItSeller Lead Status Updated
Triggers when a seller lead status is updated to a new value, including during bulk status updates.
Try It
Buyer Lead Status Updated
Triggers when a buyer lead status is updated to a new value, including during bulk status updates.
Try ItNew Contact
Triggers when a new contact record is created, including during bulk imports.
Try ItNew Task
Triggers when a new task record is created.
Try ItCreate Buyer Lead
Creates a buyer lead, optionally associated with a lead campaign.
