HirePOS + Tally
Create HirePOS leads from new Tally submissions
Save time and streamline your lead management process by connecting Tally submissions to HirePOS. With this seamless workflow, whenever there's a new submission in your Tally form, a lead is instantly created in HirePOS. Stay organized and boost your sales team's efficiency by automating your lead creation process.
Save time and streamline your lead management process by connecting Tally submissions to HirePOS. With this seamless workflow, whenever there's a new submission in your Tally form, a lead is instantly created in HirePOS. Stay organized and boost your sales team's efficiency by automating your lead creation process.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create Lead
Creates a new CRM Lead in HirePOS
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Select a formRequired
Try ItNew Quote
Triggers when a Quote record in HirePOS is created.
Try ItNew or Updated Invoice
Triggers when an Invoice in HirePOS is created or updated.
Try ItUpdated Quote
Triggers when a Quote in HirePOS is updated.
Try It
Deleted Item
Triggers when an Item in HirePOS is deleted or made inactive via Setup > Items, or the Website Code or Website Description field is cleared in Sales > Online Store > Setup Store Items.
Try ItNew or Updated Customer
Triggers when a Customer in HirePOS is created or updated via Setup > Customers.
Try ItNew or Updated Item
Triggers when an Item in HirePOS is created or updated via Setup > Items, or via Sales > Online Store > Setup Store Items.
Try ItCompany
First Name
Last Name
Code
Address Line 1
Address Line 2
City
State
Postcode
Country
Phone 1
Phone 2
Phone 3
Fax
Email
Referral Source
Notes
