Bitrix24 CRM + Tally

Create Bitrix24 CRM lead actions from new Tally submissions

Effortlessly manage your leads with this Tally and Bitrix24 CRM integration. When a new submission occurs in Tally, this workflow will create or update a lead in Bitrix24 CRM, ensuring your sales team always has access to the latest information. Keep your CRM up-to-date and improve overall efficiency with this seamless automation.

When this happens...
New Submission
Triggers when a new form submission is received.
TriggerInstant
automatically do this!
Lead Action
Lead create or update action.
ActionWrite

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Supported triggers and actions

- Select a formRequired
Trigger
Instant
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- EventRequired
Trigger
Instant
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- EventRequired
Trigger
Instant
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- EventRequired
- Entity Type IdRequired
Trigger
Instant
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Task Trigger (Delete)
Fires when a task is deleted.
Trigger
Instant
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- Author IDRequired
- Blogpost TitleRequired
- MessageRequired
Action
Write
- Autoload fields
- ActionRequired
Action
Write

- Autoload fields
- ActionRequired
Action
Write
- Autoload fields
- ActionRequired
Action
Write
- Task TitleRequired
- Responsible User IDRequired
- Created By
- Task Deadline
- Task Description
- Start Date Plan
- End Date Plan
- Priority
- Accomplices
- Auditors
- Tags
- Allow change deadline
- Task Control
- Parent ID
- Depends On
- Group ID
- Time estimate
- Decline reason
- Status
- Duration Plan
- Duration Type
- Mark
- Allow time tracking
- Add in Report
- Site ID
- Match Work Time
- Associated company
- Associated contact
Action
Write
- Select field names to filterRequired
Action
Search
- Select field names to filterRequired
Action
Search
- Select field names to filterRequired
Action
Search

- EventRequired
Trigger
Instant
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- EventRequired
Trigger
Instant
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- EventRequired
Trigger
Instant
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Task Trigger (Add)
Fires when a new task is added.
Trigger
Instant
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Task Trigger (Update)
Fires when a task is updated.
Trigger
Instant
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- Autoload fields
- ActionRequired
Action
Write
- Autoload fields
- ActionRequired
Action
Write
- User IDRequired
- MessageRequired
- TypeRequired
Action
Write
- Autoload fields
- ActionRequired
- Entity Type IdRequired
Action
Write
- Task IDRequired
- Task Title
- Responsible User ID
- Created By
- Task Deadline
- Task Description
- Start Date Plan
- End Date Plan
- Priority
- Accomplices
- Auditors
- Tags
- Allow change deadline
- Task Control
- Parent ID
- Depends On
- Group ID
- Time estimate
- Decline reason
- Status
- Duration Plan
- Duration Type
- Mark
- Allow time tracking
- Add in Report
- Site ID
- Match Work Time
- Associated company
- Associated contact
Action
Write
- Select field names to filterRequired
Action
Search
- Select field names to filterRequired
Action
Search
- Entity Type IdRequired
- Select field names to filterRequired
Action
Search