Pipedrive + Tally

Create new Pipedrive persons when new submissions are made in Tally

When a new submission arrives in your Tally app, streamline your workflow by setting up an automatic process that directly creates a new person entry in your Pipedrive app. This efficient automation allows you to smoothly transition data between Tally and Pipedrive, eliminating manual data entry and saving valuable business time. Stay organized and up-to-date, letting your software do the work for you.

When a new submission arrives in your Tally app, streamline your workflow by setting up an automatic process that directly creates a new person entry in your Pipedrive app. This efficient automation allows you to smoothly transition data between Tally and Pipedrive, eliminating manual data entry and saving valuable business time. Stay organized and up-to-date, letting your software do the work for you.

  1. When this happens...
    TallyTally
    New Submission

    Triggers when a new form submission is received.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Person

    Creates a new person.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Select a formRequired

    Trigger
    Instant
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Note

    Triggers when a new note is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
    Try It
  • Pipedrive triggers, actions, and search

    New Lead

    Triggers when a Lead is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Organization

    Triggers when a new organization is created.

    Trigger
    Scheduled
    Try It
pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn moreHelp

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  • CRM (Customer Relationship Management)

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tally logo
tally logo

About Tally

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

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  • Forms & Surveys

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