LeadConnector + Tally
Add or update LeadConnector contacts from new Tally submissions
Easily manage your leads by connecting Tally with LeadConnector! With this workflow, every time there's a new submission in your Tally form, it will create or update the contact information in LeadConnector instantly. Stay organized and effortlessly keep track of your prospects, making sure you never miss an opportunity to connect.
Easily manage your leads by connecting Tally with LeadConnector! With this workflow, every time there's a new submission in your Tally form, it will create or update the contact information in LeadConnector instantly. Stay organized and effortlessly keep track of your prospects, making sure you never miss an opportunity to connect.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Select a formRequired
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
