Relate + Tally
Create Relate leads & contacts from new Tally submissions
Effortlessly manage your leads by connecting Tally and Relate. With this workflow, every time you receive a new submission in Tally, a lead and contact will be generated in Relate. Keep your sales pipeline organized and easily follow up with prospects, all through a seamless automation process.
Effortlessly manage your leads by connecting Tally and Relate. With this workflow, every time you receive a new submission in Tally, a lead and contact will be generated in Relate. Keep your sales pipeline organized and easily follow up with prospects, all through a seamless automation process.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create Org & Contact & Deal & Note
Create new organization, contact, deal and note
- Free forever for core features
- 14 day trial for premium features & apps
Select a formRequired
Try ItContact Deleted
Triggers when a contact is deleted. Return contact data with custom fields.
Try ItDeal Created
Triggers when a new deal is created. Return deal data with custom fields.
Try ItDeal Updated
Triggers when a deal is updated. Return deal data with custom fields.
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Contact Created
Triggers when a new contact is created. Return contact data with custom fields.
Try ItDeal Assignee Updated
Triggers when a deal assignee is updated. Return deal data with custom fields.
Try ItDeal Deleted
Triggers when a deal is deleted. Return deal data with custom fields.
Try ItEntry Created
Triggers when a new Entry is created. Return entry data with fields.
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