1.Receives new form response
Integrate Tally and form intake tools to capture submission fields and to centralize applicant lead data.
Create and update applicant leads for support intake
Automatically monitor new applicant form responses across Tally and Salesforce. Create and update records when new response received, email extracted, or qualification flag setβso you can create or update leads, attach program references, and convert qualified leads without manual entry.
How this automation creates accurate applicant leads
When new form responses arrive, leads can get duplicated or incomplete, slowing support and admissions triage. This automation receives submissions, matches and enriches lead data in Salesforce, and creates or updates leads and converts qualified applicantsβso your team can route faster.
Tallyor swap with your favorite app
2.Finds lead by email
Integrate Salesforce and CRM lead matching to check for an existing lead and to prevent duplicate records.
Salesforceor swap with your favorite app
3.Looks up program and term
Integrate Salesforce and data enrichment to retrieve program and term references and to attach them to leads.
4.Creates or updates lead
Integrate Salesforce and CRM record updates to map submission fields and to keep lead details current.
5.Converts lead based on qualification
Integrate Salesforce and contact management to convert qualified leads and to optionally create opportunities.
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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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