Salesmate + Tally
Create Salesmate users from new Tally submissions
Effortlessly streamline your onboarding process with this automation that connects Tally and Salesmate. When new submissions are received in Tally, a new user is instantly added in Salesmate, saving you time and ensuring all new entries are properly documented in the CRM. This seamless workflow keeps your team informed and updated, enhancing productivity and customer management.
Effortlessly streamline your onboarding process with this automation that connects Tally and Salesmate. When new submissions are received in Tally, a new user is instantly added in Salesmate, saving you time and ensuring all new entries are properly documented in the CRM. This seamless workflow keeps your team informed and updated, enhancing productivity and customer management.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Add New User
Created new User, probably with input from previous step.
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