1.Captures booking form submission
Integrate Tally and form data tools to map submission fields to booking and lead inputs.
Update CRM and log new booking for sales
Automatically capture new form responses across Tally, Zapier Tables, Google Sheets, Slack, Kit, and Close. Create and update when form submitted, email provided, or booking notes addedβso you can update leads, log bookings, and notify reps without manual data entry.
How this automation updates your bookings and CRM notes
When a new booking form response is submitted, manual data entry can delay follow-up and confuse scheduled-call context. This automation captures submission data, looks up and assigns an owner, then creates booking rows, posts team messages, and updates lead recordsβso your team can act fast.
Tallyor swap with your favorite app
2.Finds record to assign owner
Integrate Zapier Tables and lookup tables to find the configured sales rep and map an owner field.
Zapier Tablesor swap with your favorite app
3.Creates booking spreadsheet row
Integrate Google Sheets and spreadsheet tables to map form fields into a central booking worksheet.
Google Sheetsor swap with your favorite app
4.Posts booking context to channel
Integrate Slack and team messaging to post a formatted update with source, assigned rep, and booking notes.
Slackor swap with your favorite app
5.Adds tag for follow-up
Integrate Kit and email subscriber tools to tag the subscriber for follow-up sequences.
Kitor swap with your favorite app
6.Finds and updates the lead
Integrate Close and CRM records to update the lead stage to call booked and create a CRM note.
Closeor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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