KonnektiveCRM + Tally
Create partial orders in KonnektiveCRM for new Tally submissions
Speed up your sales process with this handy workflow that connects Tally to KonnektiveCRM. Whenever a new submission comes in on Tally, a partial order will be created in KonnektiveCRM, ensuring your sales pipeline stays updated and organized. Save time on manual data entry and focus on closing deals with this seamless automation.
Speed up your sales process with this handy workflow that connects Tally to KonnektiveCRM. Whenever a new submission comes in on Tally, a partial order will be created in KonnektiveCRM, ensuring your sales pipeline stays updated and organized. Save time on manual data entry and focus on closing deals with this seamless automation.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create Partial Order
Creates New Leads.
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Select a formRequired
Try ItCampaign
Order Type
Upsell
Campaign Product Id
Try ItCampaignRequired
Email AddressRequired
Phone Number
First NameRequired
Last NameRequired
Street AddressRequired
Address 2
CityRequired
CountryRequired
StateRequired
Zip CodeRequired
Ship First Name
Ship Last Name
Ship Street Address
Ship Address 2
Ship City
Ship Country
Ship State
Ship Zip Code
CampaignRequired
Session Id
Quality Assurance
Phone Number
Email AddressRequired
First NameRequired
Last NameRequired
Street AddressRequired
Street Address 2
CityRequired
CountryRequired
StateRequired
Zip CodeRequired
ProductRequired
Product Quantity
Product Price
Product Ship Price
Product 2
Product 2 Quantity
Product 2 Price
Product 2 Ship Price
Product 3
Product 3 Quantity
Product 3 Price
Product 3 Ship Price
Shipping InformationRequired
Ship First Name
Ship Last Name
Ship Street Address
Ship Street Address 2
Ship Country
Ship State
Ship City
Ship Zip Code
Custom 1
Custom 2
Custom 3
Custom 4
Custom 5
New Customer
Triggers when a new customer is created.
Try ItTransaction TypeRequired
Product
Try ItCampaignRequired
Quality Assurance
Phone NumberRequired
Email AddressRequired
First NameRequired
Last NameRequired
Street AddressRequired
Street Address 2
CityRequired
CountryRequired
StateRequired
Zip CodeRequired
Shipping InformationRequired
Product IdRequired
Product Quantity
Product Price
Product Ship Price
Ship First Name
Ship Last Name
Ship Street Address
Ship Street Address 2
Ship City
Ship Country
Ship State
Ship Zip Code
