Insightly + Tally

Update Insightly leads when new Tally submissions are received

Effortlessly keep your leads up to date with this seamless automation between Tally and Insightly. When a new submission is received in Tally, this workflow instantly updates the corresponding lead in Insightly, ensuring your sales team has the most recent and accurate information at their fingertips. Say goodbye to manual update tasks and improve lead management efficiency with this streamlined solution.

Effortlessly keep your leads up to date with this seamless automation between Tally and Insightly. When a new submission is received in Tally, this workflow instantly updates the corresponding lead in Insightly, ensuring your sales team has the most recent and accurate information at their fingertips. Say goodbye to manual update tasks and improve lead management efficiency with this streamlined solution.

  1. When this happens...
    TallyTally
    New Submission

    Triggers when a new form submission is received.

    TriggerInstant
  2. automatically do this!
    InsightlyInsightly
    Update Record

    Updates a Record

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
insightly logo
insightly logo

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zoho CRM integrationsZoho CRM integrations

Zoho CRM

CRM (Customer Relationship Management), Zoho
Pipedrive integrationsPipedrive integrations

Pipedrive

CRM (Customer Relationship Management)
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
tally logo
tally logo

About Tally

The simplest way to create beautiful forms and surveys, for free.
Learn moreHelp

Related categories

  • Forms & Surveys

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier