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Microsoft Dynamics 365 CRM + Tally

Create new leads in Microsoft Dynamics 365 CRM from Tally submissions

Effortlessly streamline your lead generation process with this automation. When you receive a new submission in Tally, a lead will be automatically created in Microsoft Dynamics 365 CRM. Save time, improve efficiency, and keep your sales team updated with new leads instantly, allowing them to focus on nurturing and closing deals.

Effortlessly streamline your lead generation process with this automation. When you receive a new submission in Tally, a lead will be automatically created in Microsoft Dynamics 365 CRM. Save time, improve efficiency, and keep your sales team updated with new leads instantly, allowing them to focus on nurturing and closing deals.

  1. When this happens...
    TallyTally
    New Submission

    Triggers when a new form submission is received.

    TriggerInstant
  2. automatically do this!
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Select a formRequired

    Trigger
    Instant
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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tally logo
tally logo

About Tally

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

Related categories

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