Customerly + Tally
Create or update Customerly leads from new Tally submissions
Effortlessly manage your leads with this Tally and Customerly automation. When a new submission occurs in Tally, this workflow will create or update a lead in Customerly. Stay organized and up-to-date with your leads without manual data entry, while streamlining your sales process and improving customer interactions.
Effortlessly manage your leads with this Tally and Customerly automation. When a new submission occurs in Tally, this workflow will create or update a lead in Customerly. Stay organized and up-to-date with your leads without manual data entry, while streamlining your sales process and improving customer interactions.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create/Update Lead
Creates or updates a lead.
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About Customerly
Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.
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About Tally
The simplest way to create beautiful forms and surveys, for free.
