Salesforce + Tally
Create Salesforce records from new Tally submissions for seamless data management
When a new submission occurs in Tally, streamline your workflow and save time by instantly creating a Salesforce record. This automation ensures efficient data management, keeping your CRM updated in real time. Enhance productivity and maintain accurate record keeping with this seamless Salesforce and Tally integration.
When a new submission occurs in Tally, streamline your workflow and save time by instantly creating a Salesforce record. This automation ensures efficient data management, keeping your CRM updated in real time. Enhance productivity and maintain accurate record keeping with this seamless Salesforce and Tally integration.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create Record (UTC)
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.). Date inputs will be treated as if they are in UTC
- Free forever for core features
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