OpenCRM + Tally
Create and update OpenCRM leads from new Tally submissions
Effortlessly manage your leads with this seamless workflow between Tally and OpenCRM. When a new submission is received in Tally, a lead will be created or updated in OpenCRM, keeping your database up to date and organized. Save time and streamline your lead management process with this powerful integration.
Effortlessly manage your leads with this seamless workflow between Tally and OpenCRM. When a new submission is received in Tally, a lead will be created or updated in OpenCRM, keeping your database up to date and organized. Save time and streamline your lead management process with this powerful integration.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!New/Update Lead
Create or update a Lead in your OpenCRM system.
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Select a formRequired
Try ItNew/Update Company
Create or update a new company in your OpenCRM system.
New/Update Lead
Create or update a Lead in your OpenCRM system.
New/Update Activity
Create or update an Activity in your OpenCRM system.
New/Update Contact
Create or update a Contact in your OpenCRM system.
New/Update Opportunity
Create or update an Opportunity in your OpenCRM system.
