Planning Pod + Tally
Create new Planning Pod leads from Tally submissions
Efficiently manage new leads by connecting Tally to Planning Pod with this workflow. When a new submission is received in Tally, a lead will be created in Planning Pod, ensuring that your team can stay organized and focused on cultivating business relationships. Streamline your lead management process and save time by using this seamless automation.
Efficiently manage new leads by connecting Tally to Planning Pod with this workflow. When a new submission is received in Tally, a lead will be created in Planning Pod, ensuring that your team can stay organized and focused on cultivating business relationships. Streamline your lead management process and save time by using this seamless automation.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!
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