1.Captures new trial form response
Integrate Tally and form intake tools to capture submission fields and to standardize trial lead details.
Add trial form leads to segmented mailing lists
Automatically capture new trial form responses across Tally. Add or Update Contact and route leads into segmented Brevo lists and NetHunt CRM records when form response arrives, trial request submits, or new entry postsβso you can alert outreach timing, prioritize follow-up, and keep audiences current without manual list updates.
How this automation segments trial leads
When new form responses arrive, trial requests can wait and outreach gets delayed. This automation formats lead data and updates NetHunt CRM and Brevo listsβso your team can prioritize follow-up by submission time.
Tallyor swap with your favorite app
2.Transforms and formats lead data
Integrate Formatter by Zapier, date tools, and string formatting to extract first name and to build a trial booking link.
Formatter by Zapieror swap with your favorite app
3.Finds or creates CRM contact
Integrate NetHunt CRM and CRM data tools to find a contact by phone and to create CRM records when none match.
NetHunt CRMor swap with your favorite app
4.Adds or updates contact in lists
Integrate Brevo and marketing list tools to add or update attributes and to segment contacts by working-hours timing.
Brevoor 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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