1.Receives new form responses
Integrate Tally and form response parsing to receive the submission and extract email and preference answers.
Add preference form submissions into segmented email lists
Automatically capture preference form submissions across Tally, Squarespace Forms, Zapier Tables, and Klaviyo. Create and update when new form responses match customer records and add subscribers to preference listsβso you can prevent manual list cleanup, reduce duplicates, and keep consent accurate without spreadsheets.
How this automation grows segmented preference lists
When new form responses land in Tally, manual list updates can introduce duplicates and stale preferences. This automation matches submissions to customer records, updates your customer table, and enrolls subscribers in targeted email listsβso your team can send with confidence.
Tallyor swap with your favorite app
2.Retrieves recent customer profiles
Integrate Squarespace Forms and customer lookups to retrieve matching customer profiles and return email and name fields.
Squarespace Formsor swap with your favorite app
3.Matches submission email to profiles
Integrate Code by Zapier and data mapping tools to compare the submitted email to retrieved profiles and output matching names.
Code by Zapieror swap with your favorite app
4.Finds or creates customer record
Integrate Zapier Tables and database mapping tools to search by email, map preference fields, and create or update the record.
Zapier Tablesor swap with your favorite app
5.Creates subscriber and adds to lists
Integrate Klaviyo and audience list tools to subscribe the profile to configured preference lists for updates.
Klaviyoor swap with your favorite app
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Organize email audiences with automated subscriber updates, list segmentation, and contact cleanup
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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