LeadSquared + Tally

LeadSquared + Tally integrations

Create LeadSquared activities for new Tally submissions

Effortlessly keep track of new submissions in Tally and boost your sales process with this seamless workflow. When a new submission comes in on Tally, this automation creates an activity for the lead in LeadSquared, ensuring that your sales team stays updated and can follow up with prospects in a timely manner. Enhance your lead management and never miss an opportunity with this streamlined process.

When this happens...
New SubmissionTriggers when a new form submission is received.
TriggerInstant
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Create Activity for LeadAdd a custom activity to a lead.
ActionWrite

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More things you can do with Tally and LeadSquared

Discover other triggers and actions you can use with Tally and LeadSquared

- Select a form
  Required
Trigger
Instant
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- Activity Event
  Required
Trigger
Instant
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- Landing Pages
Trigger
Instant
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- Email Address or Lead Id
  Required
- Activity Event
  Required
- Activity Note
- Activity Date Time
Action
Write
Create or Update Lead
Create a new lead or update an existing contact based on email address.
Action
Write

- Activity Id
  Required
Action
Search
- Email Address or Lead Id
  Required
Action
Search

New Lead
Triggers when a new lead is created.
Trigger
Instant
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Updated Lead
Triggers when any lead field value changes.
Trigger
Instant
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- From Stage
  Required
- To Stage
  Required
Trigger
Instant
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- Sales Owner Email
  Required
- Product
  Required
- Lead Id
  Required
- Revenue
  Required
- Sales Date
  Required
- Status
  Required
Action
Write
- Owner.
  Required
- Lead Id
  Required
- Subject
  Required
- Description
- Due Date
Action
Write
- Search Key
  Required
- Search Value
  Required
Action
Search
- Schema Name
  Required
- Value
  Required
Action
Search

About LeadSquared

LeadSquared is a marketing automation and CRM solution that helps small to medium-sized businesses drive revenue by aligning their marketing and sales activities. Some key features include: Lead Capture Automation, Landing Pages, Email and Drip Campaigns, Lead & List Management, Tasks & Reminders, API & Connectors and Marketing, Sales and Revenue Analytics.

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CRM (Customer Relationship Management)

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About Tally

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