Tally + Zendesk Sell

Create leads in Zendesk Sell from new submissions in Tally

Easily capture new leads from your Tally form submissions and add them to your Zendesk Sell pipeline with this automation. Set up this workflow, and every time there's a new submission in Tally, it will create a lead in Zendesk Sell, eliminating the need for manual data entry. Streamline your lead management process and save valuable time by letting this integration do the work for you.

Easily capture new leads from your Tally form submissions and add them to your Zendesk Sell pipeline with this automation. Set up this workflow, and every time there's a new submission in Tally, it will create a lead in Zendesk Sell, eliminating the need for manual data entry. Streamline your lead management process and save valuable time by letting this integration do the work for you.

  1. When this happens...
    TallyTally
    New Submission

    Triggers when a new form submission is received.

    TriggerInstant
  2. automatically do this!
    Zendesk SellZendesk Sell
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

    • Select a formRequired

    Trigger
    Instant
    Try It
    • Is Company?

    Trigger
    Polling
    Try It
    • Pipeline

    • Stage

    Trigger
    Polling
    Try It
  • Zendesk Sell triggers, actions, and search

    New Lead

    Triggers when a new lead is created.

    Trigger
    Polling
    Try It
    • Is Company?

    Trigger
    Polling
    Try It
  • Zendesk Sell triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Polling
    Try It
  • Zendesk Sell triggers, actions, and search

    Updated Deal

    Triggers when an existing deal is updated.

    Trigger
    Polling
    Try It
  • Zendesk Sell triggers, actions, and search

    Updated Lead

    Triggers when an existing lead is updated.

    Trigger
    Polling
    Try It
tally logo
tally logo

About Tally

The simplest way to create beautiful forms and surveys, for free.
Learn more

Related categories

  • Forms & Surveys

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zendesk-sell logo
zendesk-sell logo

About Zendesk Sell

Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.

Related categories

  • CRM (Customer Relationship Management)

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