Capture new Tally form submissions as leads in Close, and create custom activities
Capture new Tally form submissions as leads in Close, and create custom activities
Capture new form submissions from Tally as leads in Close, and create associated custom activities for each lead. This boosts your follow-up efficiency and improves lead management.
Workflow preview:
Zap details:
Overview
Capture new form submissions from Tally as leads in Close, and create associated custom activities for each lead. This boosts your follow-up efficiency and improves lead management.