LeadConnector + Tally
Manage new Tally submissions by adding leads to campaigns in LeadConnector
Streamline your lead management process with this efficient workflow. Whenever there's a new submission in Tally, it directly adds a lead to a campaign in LeadConnector. This automation improves your responsiveness, letting you capture every potential client and save time by reducing manual data entry. Elevate your campaign management and enhance your business growth by connecting Tally and LeadConnector seamlessly.
Streamline your lead management process with this efficient workflow. Whenever there's a new submission in Tally, it directly adds a lead to a campaign in LeadConnector. This automation improves your responsiveness, letting you capture every potential client and save time by reducing manual data entry. Elevate your campaign management and enhance your business growth by connecting Tally and LeadConnector seamlessly.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Add Lead to Workflow
Adds a lead to an existing workflow.
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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
