HirePOS + Tally
Create HirePOS leads from new Tally submissions
Save time and streamline your lead management process by connecting Tally submissions to HirePOS. With this seamless workflow, whenever there's a new submission in your Tally form, a lead is instantly created in HirePOS. Stay organized and boost your sales team's efficiency by automating your lead creation process.
Save time and streamline your lead management process by connecting Tally submissions to HirePOS. With this seamless workflow, whenever there's a new submission in your Tally form, a lead is instantly created in HirePOS. Stay organized and boost your sales team's efficiency by automating your lead creation process.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create Lead
Creates a new CRM Lead in HirePOS
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Try ItDeleted Item
Triggers when an Item in HirePOS is deleted or made inactive via Setup > Items, or the Website Code or Website Description field is cleared in Sales > Online Store > Setup Store Items.
Try ItNew Booking
Triggers when a Booking record in HirePOS is created.
Try ItNew Item
Triggers when an Item in HirePOS is created via Setup > Items.
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Completed Branch Transfer
Triggers when a Branch Transfer in HirePOS is flagged as Completed and saved via Setup > Items.
Try ItMaintenance Record Status Updated
Triggers when a 'New' Maintenence Record is created, or when the 'Status' is updated for an existing record.
Try ItNew Branch Transfer
Triggers when a new Branch Transfer in HirePOS is created via Setup > Items.
Try ItNew Quote
Triggers when a Quote record in HirePOS is created.
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