Shape + Tally
Create records in Shape for every new submission in Tally
Streamline your workflow between Tally and Shape! With this automation, each time a new submission is logged in your Tally app, a record is instantly created in Shape. This enables seamless data management, saving you time and enhancing your productivity. No manual data entry means you can focus more on what matters most to your business.
Streamline your workflow between Tally and Shape! With this automation, each time a new submission is logged in your Tally app, a record is instantly created in Shape. This enables seamless data management, saving you time and enhancing your productivity. No manual data entry means you can focus more on what matters most to your business.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create Record
Create a new record within the CRM
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Select a formRequired
Try ItRecord IDRequired
First Name
Last Name
Phone Number
Email Address
Record IDRequired
First NameRequired
Last NameRequired
Phone NumberRequired
EmailRequired
Record IDRequired
Status NameRequired
