1.Monitors new form response
Integrate Tally and form response capture tools to detect each submission and pass key fields to prepopulate records.
Create deal and contact from form with estimated value
Automatically monitor Tally for new form responses across CRM intake fields. Create prepopulated deals and person records with calculated opportunity values and company linksβso you can avoid manual data entry and qualification delays.
How this automation creates deal-ready CRM records
When new form responses hit, deals and contacts can stay incomplete and qualification slows down. This automation extracts numeric answers, creates deal and person records, and links company dataβso your team can qualify leads faster.
Tallyor swap with your favorite app
2.Extracts and computes deal value
Integrate Formatter by Zapier and calculation tools to extract numeric answers and to compute deal value from seat count.
Formatter by Zapieror swap with your favorite app
3.Creates or updates deal record
Integrate Attio and CRM data mapping to create or update the deal with mapped value, notes, owner, and stage.
Attioor swap with your favorite app
4.Creates or updates person record
Integrate Attio and contact field mapping to create or update the person and attach the associated deal ID.
5.Finds company and links to deal
Integrate Attio and company matching tools to find the company and update the deal with the linked company record.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
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Marcelo Lebre, Co-Founder
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