NeonCRM + Tally
Create NeonCRM accounts for new Tally submissions with ease
Effortlessly streamline your membership management process with this Tally and NeonCRM integration. When a new submission is received in Tally, an individual account will be created in NeonCRM, making it easy to keep your CRM updated and organized. Save time and resources with this seamless workflow, allowing you to focus on growing your member base and improving your organization.
Effortlessly streamline your membership management process with this Tally and NeonCRM integration. When a new submission is received in Tally, an individual account will be created in NeonCRM, making it easy to keep your CRM updated and organized. Save time and resources with this seamless workflow, allowing you to focus on growing your member base and improving your organization.
- When this happens...New Submission
Triggers when a new form submission is received.
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Select a formRequired
Try ItNew Activity
Triggers when a new activity is created.
Try ItSubjectRequired
Note
Start DateRequired
Start Time
End Date
End Time
Client Account IDRequired
System User ID
StatusRequired
PriorityRequired
Account IDRequired
Amount (in USD)Required
Donation Date/TimeRequired
StatusRequired
Campaign
Fund
Purpose
Source
Solicitation Method
Send Acknowledgement Email
AnonymousRequired
Tender TypeRequired
New Account
Triggers when a new account is created.
Try ItNew Donation
Triggers when a new donation is created.
Try ItAccount TypeRequired
Middle Name
Preferred Name
Suffix
Salutation
Title
Department
Deceased
Email 1
Email 2
Email 3
Gender
Address Line 1
Address Line 2
Address Line 3
Address Line 4
City
County
State/Province
Territory
Zip Code
Zip Code Suffix
Country
Address Type
Fax Number
Fax Type
Phone 1
Phone 1 Type
Phone 2
Phone 2 Type
Phone 3
Phone 3 Type
URL
Source
Send System Email
No Solicitation
Account IDRequired
Middle Name
Preferred Name
Salutation
Title
Department
Email 1
Fax Number
Phone 1
Phone 2
Phone 3
Source
Send System Email
Do Not Contact
Address Line 1
Address Line 2
Address Line 3
Address Line 4
City
County
State/Province
Territory
Zip Code
Zip Code Suffix
Country
