1.Monitor new form response
Integrate Tally and form intake tools to capture each completed application and pass submission fields into your lead workflow.
Create new leads from applicant form submissions automatically
Automatically monitor new form responses across Tally and CRM lead tools. Create and update when qualified applicants submit, phone normalization completes, or lead matches are found or missedβso you can normalize contacts, create leads, and keep routing moving without manual lead entry.
How this automation creates CRM leads from applicant submissions
When new form responses arrive, delays can cause missed follow-up opportunities. This automation runs phone normalization, filters ineligible entries, then finds or creates leads and mirrors scheduling recordsβso your team can respond same day.
Tallyor swap with your favorite app
2.Normalizes phone and region
Integrate Code by Zapier and data transformation tools to map the raw phone into a normalized phone and region flag.
Code by Zapieror swap with your favorite app
3.Qualifies eligibility by region
Integrate Filter by Zapier and qualification rules tools to continue only for qualifying applicants based on region and age.
Filter by Zapieror swap with your favorite app
4.Finds or creates CRM lead
Integrate Close and CRM tools to search by normalized phone and email, then create a new lead with source tagging.
Closeor swap with your favorite app
5.Creates scheduling contact record
Integrate iClosed and scheduling tools to mirror the lead into a contact and scheduling record for aligned booking analytics.
iClosedor swap with your favorite app
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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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