Rise CRM + Tally

Create new leads in Rise CRM when new submissions occur in Tally

Streamline your data management process with this efficient, easy-to-use workflow. Your new submissions in Tally will directly create leads in Rise CRM. This simple automation ensures you never miss crucial lead information while saving you the time and effort of manual data input. Enhance your productivity and stay on top of your game with this seamless Tally to Rise CRM connection.

When this happens...
New Submission
Triggers when a new form submission is received.
TriggerInstant
automatically do this!
Create Lead
Creates a lead in the system.
ActionWrite

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Supported triggers and actions

- Select a formRequired
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Ticket
Triggers when a new ticket is created.
Trigger
Polling
Try It
- Invoice Bill Date
- Invoice Due DateRequired
- Invoice Client IDRequired
- Invoice Project ID
- Tax ID
- Tax ID2
- Tax ID3
- Recurring
- Invoice Note
- Labels
Action
Write
- Ticket TitleRequired
- Client IDRequired
- Requested By IDRequired
- Ticket Type IDRequired
- DescriptionRequired
- Assigned ToRequired
- Ticket Labels
Action
Write

New Client
Triggers when a new client is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
- Company NameRequired
- Owner IDRequired
- Group IDs
- Address
- State
- Zip
- Country
- Phone
- Website
- VAT Number
- Disable Online Payment
Action
Write
- Lead NameRequired
- Owner IDRequired
- Lead Status IDRequired
- Lead Source IDRequired
- Address
- City
- Zip
- Country
- Phone
- Website
- VAT Number
Action
Write

About Rise CRM

Rise CRM is helpful for any kind of business to manage their work smartly. It can save your daily time to manage your clients, projects, sales and team members.