Ricochet - Speed to Contact + Tally
Create leads in Ricochet - Speed to Contact from new Tally submissions
Effortlessly streamline your lead generation process with this simple workflow. When a new submission is received in Tally, it will automatically create a lead within the Ricochet - Speed to Contact app. This automation helps save time and ensures that you never miss out on potential clients, allowing you to focus on growing your business.
Effortlessly streamline your lead generation process with this simple workflow. When a new submission is received in Tally, it will automatically create a lead within the Ricochet - Speed to Contact app. This automation helps save time and ensures that you never miss out on potential clients, allowing you to focus on growing your business.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create Lead
Creates a new lead.
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Select a formRequired
Try ItNew Lead
Triggers when a new lead created.
Try ItLead IDRequired
TitleRequired
PriorityRequired
Appointment Type ID
Address
Description
RemindRequired
Add to CalendarRequired
Invitees
Lead Status Changes
Triggers when a lead status changes.
Try ItVendor NameRequired
First Name
Last Name
Phone Number
State
Status
Company Name
Email
