1.Monitor new form response
Integrate Tally and form capture tools to trigger on new form responses and pass source fields to downstream steps.
Add form leads to nurture list by role
Automatically capture new form responses across Tally and Brevo. Create and update nurture contacts when a form response is submitted, a role is selected, or a contact match is foundβso you can add to a segmented nurture list, update role attributes, and personalize outreach without manual list management.
How this automation scales your nurture contacts
When new form responses arrive without structure, role-based follow-up stalls and nurture lists stay out of sync. This automation triggers on each submission, formats and routes by role, and adds or updates segmented contacts in Brevoβso your team can reach leads faster.
Tallyor swap with your favorite app
2.Format name parts from response
Integrate Formatter by Zapier and data transformation tools to capitalize names and split full name into first and last.
Formatter by Zapieror swap with your favorite app
3.Branch by applicant role
Integrate Paths by Zapier and routing tools to branch on role selection and continue only for qualifying records.
Paths by Zapieror swap with your favorite app
4.Add or update nurture contact
Integrate Brevo and contact management tools to add or update a segmented contact with role attributes.
Brevoor swap with your favorite app
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Accelerate lead response with automated assignment rules, owner alerts, 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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