SweepBright + Tally
Create leads in SweepBright from new submissions in Tally
Effortlessly manage leads with this Tally and SweepBright integration. With each new submission in Tally, a lead will be created in SweepBright to help you track and organize potential customers. Save time and streamline your lead management process with this easy-to-use workflow.
Effortlessly manage leads with this Tally and SweepBright integration. With each new submission in Tally, a lead will be created in SweepBright to help you track and organize potential customers. Save time and streamline your lead management process with this easy-to-use workflow.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create Lead
Creates a new lead in SweepBright.
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Select a formRequired
Try ItProperty Created or Updated
Triggers when a property is created or updated.
Try ItLead Created
Triggers when a new lead is created.
Try ItLead Updated
Triggers when a lead is updated.
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Document Requested: Non-Exclusive Agreement
Triggers when a Non-Exclusive Agreement document is requested.
Try ItInteraction Registered for Lead
Triggers when a new interaction is registered for a lead.
Try ItFeedback Added to Interaction
Triggers when feedback is added to an interaction.
Try ItVisit Canceled
Triggers when a visit has been canceled.
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