LockedOn + Tally

LockedOn + Tally integrations

Create new LockedOn offers from new Tally submissions

When a new submission comes through on your Tally app, this workflow swiftly moves into action to create an offer in your LockedOn app. This seamless process ensures you won't miss a potential lead, enhancing efficiency while simultaneously reducing the manual effort. Streamline your lead management process with this automated solution.

When this happens...
New SubmissionTriggers when a new form submission is received.
TriggerInstant
automatically do this!
Create OfferCreates a Property Offer
ActionWrite

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More things you can do with Tally and LockedOn

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

- Select a form
  Required
Trigger
Instant
Try It
- Trigger Type
- Sample Payload Contact ID
Trigger
Instant
Try It
- Trigger Sources
- Sample Payload Inspection ID
Trigger
Instant
Try It
- Property Address
- Contact Name
  Required
- Email
- Mobile
- Home Phone
- Address
- Comments
- Client Tag
- Potential Seller
- Unique ID (optional)
- Disable Spam Check
- Create Referral Source
- Auto Create Client
- Contact 2 Name
- Email 2
- Mobile 2
- Home Phone 2
- Contact 3 Name
- Email 3
- Mobile 3
- Home Phone 3
- Address 2
- Address 3
Action
Write
- Property Address
- Contact Name
  Required
- Email
- Mobile
- Home Phone
- Address
- Comments
- Client Tag
- Potential Seller
- Inspection Date
- Unique ID (optional)
- Disable Spam Check
- Create Referral Source
- Auto Create Client
Action
Write

- Additional Payload
- Sample Payload Client ID
Trigger
Instant
Try It
- Trigger Sources
- Sample Payload Enquiry ID
Trigger
Instant
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- Trigger Statuses
- Additional Payload
- Data Options
- Sample Payload Property ID
Trigger
Instant
Try It
- Contact Name
  Required
- Email
- Mobile
- Home Phone
- Comments
- Address
- Client Tag
- Potential Seller
- Active Buyer
- Property Address
- Unique ID (optional)
- Disable Spam Check
- Create Referral Source
- Auto Create Client
Action
Write
- Property Address
- Contact Name
  Required
- Email
- Mobile
- Home Phone
- Offer Amount
  Required
- Comments
- Address
- Client Tag
- Offer Date
- Potential Seller
- Unique ID (optional)
- Disable Spam Check
- Create Referral Source
- Auto Create Client
- Contact 2 Name
- Email 2
- Mobile 2
- Home Phone 2
- Address 2
- Contact 3 Name
- Email 3
- Mobile 3
- Home Phone 3
- Address 3
- Email Primary Agent
Action
Write

About LockedOn

LockedOn is a feature-rich, automated real estate CRM and marketing platform built to help real estate agents list and sell.

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Related categories

CRM (Customer Relationship Management)

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About Tally

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

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

Similar apps

Zapier Forms

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