1.Monitors new form response
Integrate Tally and form capture tools to extract core submission fields and start lead validation for your workflow.
Create booking lead and customer record from form
Automatically detect new form responses across Tally and Google Sheets. Create and update lead records when submissions arrive, so you can notify operations, normalize contact details, and keep scheduling moving without manual reporting.
How this automation creates booking-ready leads
When new form responses come in, delayed follow-through can slow scheduling. This automation transforms phone data, creates spreadsheet rows, upserts customer records, and notifies operationsβso your team can act right away.
Tallyor swap with your favorite app
2.Normalizes phone to 10 digits
Integrate AI by Zapier and data validation tools to transform raw phone into a digits-only 10-digit format.
AI by Zapieror swap with your favorite app
3.Creates a spreadsheet row
Integrate Google Sheets and spreadsheet logging tools to map submission fields into a new worksheet record.
Google Sheetsor swap with your favorite app
4.Upserts customer by email
Integrate Housecall Pro and CRM records to create or update customer details based on email matching.
Housecall Proor swap with your favorite app
5.Sends internal scheduling alert
Integrate Gmail and notification tools to send a concise ops email with normalized contact and submission details.
Gmailor swap with your favorite app
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Explore all lead generation automations
Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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.
See how teams are automating with Zapier (and loving it!)
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