Pipedrive + Tally

Create notes in Pipedrive for each new submission in Tally

Organize your sales data efficiently with this workflow. Whenever a new submission is added in Tally, a note is immediately created in Pipedrive. This automation keeps your Pipedrive notes up-to-date with all the latest entries from Tally, enhancing your efficiency and effectiveness in managing sales information.

Organize your sales data efficiently with this workflow. Whenever a new submission is added in Tally, a note is immediately created in Pipedrive. This automation keeps your Pipedrive notes up-to-date with all the latest entries from Tally, enhancing your efficiency and effectiveness in managing sales information.

  1. When this happens...
    TallyTally
    New Submission

    Triggers when a new form submission is received.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Note

    Creates a new note.

    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

Related categories

  • Forms & Surveys

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