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SalesNexus + Tally

Create contacts in SalesNexus for new submissions in Tally

Easily manage new leads from Tally submissions by automatically creating contacts in SalesNexus with this efficient workflow. Whenever there's a new submission in Tally, a contact will be added to SalesNexus, saving you time and ensuring that no valuable contact information is lost. Stay organized and simplify your lead management process with this seamless integration.

Easily manage new leads from Tally submissions by automatically creating contacts in SalesNexus with this efficient workflow. Whenever there's a new submission in Tally, a contact will be added to SalesNexus, saving you time and ensuring that no valuable contact information is lost. Stay organized and simplify your lead management process with this seamless integration.

  1. When this happens...
    TallyTally
    New Submission

    Triggers when a new form submission is received.

    TriggerInstant
  2. automatically do this!
    SalesNexusSalesNexus
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Select a formRequired

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

    Create Contact

    Creates a new contact.

    Action
    Write
    • DetailsRequired

    Action
    Write
    • RegardingRequired

    • Start TimeRequired

    • End Time

    • TypeRequired

    Action
    Write
  • SalesNexus triggers, actions, and search

    Update Contact

    Updates contact.

    Action
    Write
  • SalesNexus triggers, actions, and search

    Create Opportunity

    Creates a new opportunity.

    Action
    Write
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About SalesNexus

SalesNexus is lead generation, lead management plus sales process automation and full featured CRM, that's simple to set up and use.
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Related categories

  • CRM (Customer Relationship Management)

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