Automate Tally Form to Google Sheets & LeadConnector Contacts

On every Tally submission, save the email to a Google Sheet and automatically create a LeadConnector contact.

Apps used

Tally

Google Sheets

LeadConnector

Automate Tally Form to Google Sheets & LeadConnector Contacts

Instructions

Trigger:

New Form Submission → Whenever a user submits the form, this workflow will automatically start. 

Actions:

Add Multiple Rows → All form response data will be added to your Google Sheet (name, email, phone, etc.).

Create a New Contact → A new contact will be created in HighLevel CRM using the submitted details.

🔹 Setup Suggestions

✅ Connect Apps Properly – Make sure both Google Sheets and HighLevel accounts are connected correctly.
✅ Prepare Your Sheet – Create a Google Sheet in advance and select it in the workflow.
✅ Match Fields – Add proper columns (Name, Email, Phone, etc.) in your sheet according to the form fields for smooth mapping.
✅ Test the Flow – Submit a sample form to confirm that data is added to the sheet and the contact is created in HighLevel.
✅ Check Errors – If any data doesn’t map correctly, recheck the field mappings.

Automate Tally Form to Google Sheets & LeadConnector Contacts

Introduction

Turn form submissions into usable lead records instantly—no copy-paste. Capture emails in a sheet and create CRM contacts in one go ✅

Trigger Event

A new submission is received in your Tally form.

Actions

The submitted email address is saved to your chosen Google Sheet, keeping a clean, searchable list of leads.
A new contact is created in LeadConnector using that email, so your sales or marketing workflows can start right away.

Benefits

✔️ No manual data entry — submissions flow straight into your sheet and CRM
✔️ Faster follow-ups — contacts are created instantly in LeadConnector
✔️ Fewer errors — a single source of truth for form-captured emails
✔️ Easy tracking — maintain a simple spreadsheet view alongside your CRM records

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Frequently Asked Questions

What does this template do and who is it for?

This template automates a specific workflow by connecting multiple apps and removing manual steps. It’s useful for anyone who wants to save time, reduce errors, and streamline repetitive tasks using automation.

Do I need technical knowledge to use this template?

No. You can install and customize this template without writing any code. Everything is done through simple configuration.

Which apps are required, and can I customize or extend the workflow?

Only the apps shown on the template page are required. You can customize messages, add or remove steps, apply conditions, connect more apps, and add extra actions like notifications, data updates, or triggering other automations.

Is this template suitable for real business use and multiple use cases?

Yes. Once configured, it can be used for live workflows and production systems. You can also duplicate the template and customize it for different teams or processes.

How long does setup take, and can I manage the workflow later?

Most templates can be set up in just a few minutes. You can pause, edit, duplicate, or delete the workflow anytime.

Do I need a paid plan, and where can I get help if needed?

You can start with the free plan; limits depend on your viaSocket plan and usage. If you need help, you can contact viaSocket support, check the Knowledge Base, or book a demo.

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Automate Tally Form to Google Sheets & LeadConnector Contacts

On every Tally submission, save the email to a Google Sheet and automatically create a LeadConnector contact.

Apps used

Categories

Created by Shivansh Rai

Installed by 7 users

Automate Tally Form to Google Sheets & LeadConnector Contacts

Instructions

Automate Tally Form to Google Sheets & LeadConnector Contacts

Introduction

Trigger Event

Actions

Benefits

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