Create opportunities in Mercury Connect from new submissions in Tally
Effortlessly turn new Tally submissions into opportunities in Mercury Connect with this streamlined automation. Whenever a new submission is received on your Tally forms, this workflow instantly creates an opportunity in Mercury Connect, simplifying your lead management process and saving you valuable time. Stay organized and focused on closing deals while this integration handles the data transfer for you.
Effortlessly turn new Tally submissions into opportunities in Mercury Connect with this streamlined automation. Whenever a new submission is received on your Tally forms, this workflow instantly creates an opportunity in Mercury Connect, simplifying your lead management process and saving you valuable time. Stay organized and focused on closing deals while this integration handles the data transfer for you.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create Opportunity
Creates a new opportunity.
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