1.Detect new form response
Integrate Tally and form capture tools to detect a new submission to trigger lead follow-up entry.
Update lead records and post call notes to team
Automatically monitor new form responses from Tally across CRM tools. Send team follow-up context by finding lead records, updating fields, and posting call notes to Slack without manual CRM data entry.
How this automation updates your lead records
When call form details arrive without a matching lead, follow-up gets delayed and CRM data becomes inconsistent. This automation finds the right lead, updates fields, creates searchable call notes, and posts a team summaryβso reps act fast.
Tallyor swap with your favorite app
2.Find record using lookup table
Integrate Zapier Tables and lookup table tools to resolve the submitting owner to keep CRM ownership accurate.
Zapier Tablesor swap with your favorite app
3.Find lead by email
Integrate Close and CRM search to locate the matching lead record so updates apply to the right contact.
Closeor swap with your favorite app
4.Update lead and keep fields current
Integrate Close and CRM field mapping to update lead status and interest so your pipeline stays current.
5.Send team channel call summary
Integrate Slack and team messaging to post a call summary with the note link so reps follow up with context.
Slackor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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Explore all CRM data entry automations
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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