Clientify + Tally
Create new contacts in Clientify from new submissions in Tally
Each time a new submission is received in Tally, allow this seamless workflow to populate Clientify's client database with the necessary contact details. It eliminates manual data entry, ensuring your records remain precise and current, thereby streamlining essential business communication.
Each time a new submission is received in Tally, allow this seamless workflow to populate Clientify's client database with the necessary contact details. It eliminates manual data entry, ensuring your records remain precise and current, thereby streamlining essential business communication.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create Contact
Creates a Contact in Clientify
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Select a formRequired
Try ItNew Company
Triggers when a new company is created in clientify.
Try ItNew Deal
Triggers when a new deal is created in Clientify.
Try ItContactRequired
Abandoned Date
Cart IdRequired
E-commerce
Shop Name
Order UrlRequired
CurrencyRequired
Name
Description
Category
SKU
Image Url
Item Url
PriceRequired
QuantityRequired
DiscountRequired
TagRequired
Try ItNew Contact
Triggers when a new contact is created.
Try ItNew Task
Triggers when a new task is created in clientify.
Try ItFirst Name
Last Name
Full Name
Title
Company name
Contact Type
Contact Source
Street
City
State
Country
Postal Code
email
Phone number
Tags
Custom Fields
Picture URL
Taxpayer Identification Number
Contact status
website
LinkedIn Url
Contact owner
Autoassignment owner
GDPR Acceptance Date
Visitor Key
Description
