Freshsales Classic + Tally

Create new Freshsales Classic contacts from new Tally submissions

Having a streamlined connection between your Tally submissions and Freshsales Classic contacts can save you time and prevent data entry errors. With this automation, each time a new submission happens in your Tally app, the details will be used to create a contact in Freshsales Classic, ensuring your sales team always has the most current data on hand. This simple, but effective, process can help optimize your sales and customer management efforts.

When this happens...
New Submission
Triggers when a new form submission is received.
TriggerInstant
automatically do this!
Create Contact
Creates a new contact.
ActionWrite

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Supported triggers and actions

- Select a formRequired
Trigger
Instant
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Update ByRequired
- Enter Email / Contact IDRequired
- NoteRequired
Action
Write
- Update ByRequired
- Enter Email / Lead IDRequired
- NoteRequired
Action
Write

- Name
Action
Write
- Name
- Value 1
- Value
Action
Write

- Update ByRequired
- Enter Contact ID / Email ID / Phone NORequired
Action
Write
- Lead IDRequired
Action
Write
- Update ByRequired
- Enter Email / Contact IDRequired
Action
Write
- Update ByRequired
- Enter Email / Lead IDRequired
Action
Write
- EmailRequired
Action
Search
- EmailRequired
- First Name
- Last Name
- Email
- Mobile Number
Action
Search or write

- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
Try It
- Update ByRequired
- Enter Name / Deal IDRequired
- NoteRequired
Action
Write
- Update ByRequired
- Enter Name / Account IDRequired
- NoteRequired
Action
Write
- First Name
- Last Name
- Email
- Mobile Number
Action
Write
- First Name
- Last NameRequired
- Company Name
- Email
- Mobile Number
Action
Write
- Delete ByRequired
- Enter Email / Contact IDRequired
Action
Write
- Update ByRequired
- Enter Name / Account IDRequired
Action
Write
- Update ByRequired
- Enter Name / Deal IDRequired
Action
Write
- Account NameRequired
Action
Search
- Find ByRequired
- Email / Phone NORequired
Action
Search
- Find ByRequired
- Email / Phone NORequired
- First Name
- Last NameRequired
- Company Name
- Email
- Mobile Number
Action
Search or write