SalesNexus + Tally
Create contacts in SalesNexus for new submissions in Tally
Easily manage new leads from Tally submissions by automatically creating contacts in SalesNexus with this efficient workflow. Whenever there's a new submission in Tally, a contact will be added to SalesNexus, saving you time and ensuring that no valuable contact information is lost. Stay organized and simplify your lead management process with this seamless integration.
Easily manage new leads from Tally submissions by automatically creating contacts in SalesNexus with this efficient workflow. Whenever there's a new submission in Tally, a contact will be added to SalesNexus, saving you time and ensuring that no valuable contact information is lost. Stay organized and simplify your lead management process with this seamless integration.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create Contact
Creates a new contact.
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- 14 day trial for premium features & apps
Select a formRequired
Try ItCreate Contact
Creates a new contact.
DetailsRequired
Update Opportunity
Updates opportunity.
RegardingRequired
Start TimeRequired
End Time
TypeRequired
Update Contact
Updates contact.
Create Opportunity
Creates a new opportunity.
Find Opportunity
Finds an opportunity.
