1.Captures new form response
Integrate Tally and form capture tools to record waiting-list submissions and to centralize submission details
Create profiles from waiting list signups for marketing ops
Automatically monitor waiting-list signups across Tally. Create and update when new form responses landβso you can capture leads, enrich records, and build Intercom profiles without manual data entry.
How this automation accelerates your waiting-list follow-up
When new waiting-list form responses come in, untracked signups slow outreach and reduce conversion. This automation captures submissions in Google Sheets, looks up matching users in BigQuery, and creates or updates profiles in Intercomβso your team can act immediately.
Tallyor swap with your favorite app
2.Creates spreadsheet row
Integrate Google Sheets and spreadsheet workflows to write submission fields and timestamps so you can track raw signup data
Google Sheetsor swap with your favorite app
3.Runs email lookup query
Integrate Google BigQuery and analytics datasets to lookup an existing user id by email so you can match profiles
Google BigQueryor swap with your favorite app
4.Creates or updates user
Integrate Intercom and customer profile management to create or update the user profile and to apply consent settings
Intercomor swap with your favorite app
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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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