1.Captures new form response
Integrate Tally and analytics tools to catch each submission and extract the respondent email and interest answers to route follow-up.
Add interested biopharma survey respondents to nurture workflow
Automatically catch new form responses across Tally and HubSpot. Create and update when interest is indicated, expert conversation is selected, or submissions arrive—so you can enroll contacts, reduce duplicate enrollments, and start follow-up quickly without manual list building.
How this automation enrolls nurtured leads into your follow-up
When new survey responses show interest but duplicates slip through, follow-up gets noisy and handlers lose time sorting records. This automation catches form submissions, filters qualifying interest, applies a delay to reduce duplicates, and enrolls matching contacts into a HubSpot workflow—so your team can act fast.
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2.Filters qualifying interest responses
Integrate Filter by Zapier to continue only for records that indicate interest and select the expert conversation option to prevent wrong enrollments.
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3.Delays enrollment to reduce duplicates
Integrate Delay by Zapier to pause for 15 minutes to reduce false positives and give time for duplicate submissions to arrive.
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4.Enrolls contact into workflow
Integrate HubSpot to find or create a contact by email, map submission fields to properties, and enroll the contact into the configured follow-up workflow.
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Move leads through the funnel with automated nurture sequences, behavior tagging, and CRM updates
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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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