LeadConnector + Tally
Add new Tally submissions to LeadConnector as updated opportunities
Create opportunities effortlessly in LeadConnector from new submissions in Tally. Once set up, this automation swiftly transfers information from every new submission in Tally to build or update opportunities in LeadConnector. This workflow saves you time, enhances efficiency, and keeps your opportunity pipeline current and accurate without any extra effort on your part.
Create opportunities effortlessly in LeadConnector from new submissions in Tally. Once set up, this automation swiftly transfers information from every new submission in Tally to build or update opportunities in LeadConnector. This workflow saves you time, enhances efficiency, and keeps your opportunity pipeline current and accurate without any extra effort on your part.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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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
