Signpost + Tally
Create or update Signpost contacts for new Tally submissions
Effortlessly manage your leads with this seamless workflow between Tally and Signpost. Whenever a new submission is received in Tally, the contact will be created or updated in Signpost, keeping your customer database up-to-date. Save time and stay organized by automating this crucial process in your lead management system.
Effortlessly manage your leads with this seamless workflow between Tally and Signpost. Whenever a new submission is received in Tally, the contact will be created or updated in Signpost, keeping your customer database up-to-date. Save time and stay organized by automating this crucial process in your lead management system.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create or Update Contact
Creates a Contact, or updates the Contact if it already exists.
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Select a formRequired
Try ItInstructions
LocationRequired
Full Name
First Name
Last Name
Email Address
Phone Number
Lifecycle Stage
Instructions
LocationRequired
Full Name
First Name
Last Name
Email Address
Phone Number
IDRequired
LabelRequired
Workflow StageRequired
Amount in Dollars
Amount in Cents
URL
Description
Deleted
Instructions
LocationRequired
Full Name
First Name
Last Name
Phone NumberRequired
TimestampRequired
Duration in Minutes
Duration in Seconds
TypeRequired
Instructions
LocationRequired
Full Name
First Name
Last Name
Email Address
Phone Number
TimestampRequired
Instructions
LocationRequired
Full Name
First Name
Last Name
Email AddressRequired
TimestampRequired
Subject
TypeRequired
Instructions
LocationRequired
Full Name
First Name
Last Name
Email Address
Phone Number
IDRequired
LabelRequired
Start TimestampRequired
End TimestampRequired
Workflow StageRequired
Amount in Dollars
Amount in Cents
URL
Description
Deleted
Instructions
LocationRequired
Full Name
First Name
Last Name
Email Address
Phone Number
Amount in Dollars
Amount in Cents
TimestampRequired
