SharpSpring + Tally
SharpSpring + Tally
Create or update SharpSpring leads from new Tally submissions
Harness the power of your Tally submissions to enhance your lead management process in SharpSpring. With this workflow, when a new submission is recorded in Tally, it effortlessly updates or creates a lead in SharpSpring. Efficiently keep your SharpSpring leads up-to-date, mitigating the chances for data discrepancy and ensuring an ever-ready sales pipeline. This automation truly makes your data capture and lead management systems work together in unison.
- When this happens...New SubmissionTriggers when a new form submission is received.
- automatically do this!Create/Update LeadCreate a Lead in SharpSpring or update by email address.
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More things you can do with Tally and SharpSpring
Discover other triggers and actions you can use with Tally and SharpSpring
- Select a formRequired
Try ItTriggerInstant- New Email Open Event
When a lead opens an email in SharpSpring.
Try ItTriggerPolling - New Lead
When a lead has been created in sharpspring.
Try ItTriggerPolling - New Page Visit Event
When a lead visits a new page in SharpSpring.
Try ItTriggerPolling
- New Account
A new Account is created in SharpSpring.
Try ItTriggerPolling - New Form Fillout Event
When a lead fills out a form in SharpSpring.
Try ItTriggerPolling - New Opportunity
A new Opportunity is created in SharpSpring.
Try ItTriggerPolling - Account Owner
- Account NameRequired
- Industry
- Phone
- Number of Employees
- Website
- Address
- City
- State
- Country
ActionWrite
