1.Receives new form response
Integrate Tally and form capture tools to extract submission fields and create contact-ready data.
Create or update customer contact from pop-up form
Automatically detect new Tally form responses across Tally and Intercom. Create or update contacts and log marketing consent and form eventsβso you can launch follow-up without manual data entry.
How this automation streamlines contact updates from pop-up forms
When pop-up submissions land in a standalone form, response data can get delayed or missed. This automation captures Tally submissions, creates or updates Intercom contacts, sets subscription consent, and records a form submitted eventβso your team can follow up at the right time.
Tallyor swap with your favorite app
2.Creates or updates user
Integrate Intercom and CRM contact management tools to create or update the contact record from mapped fields.
Intercomor swap with your favorite app
3.Posts consent to Intercom subscriptions
Integrate Webhooks by Zapier and subscription management tools to set the marketing consent state using the Intercom user id.
Webhooks by Zapieror swap with your favorite app
4.Creates data event on contact
Integrate Intercom and event tracking tools to log a form submitted event with source metadata on the profile.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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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