Connect Tally and HelloLeads CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Form Submission
Choose an Action
Automatically do this!
Create Lead
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Submission
Triggers when a new form submission is received in Tally.so.
When Lead Becomes Customer
Triggers when Lead stage is changed to Won stage.
New Lead Added
Triggers when a new lead is added to HelloLeads CRM.
Do thisActions
Action is the task that follows automatically within your Tally integrations.
Retrieve all forms
Retrieve a list of forms
Retrieve a form blocks by ID
Retrieve a form by ID
Update dropdown or checkbox in exisiting form
Make your tally.so form dynamic by updating values in dropdown or checkbox
Create Lead
Creates a new lead.
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Frequently Asked Questions
To start, connect both your Tally and HelloLeads CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Tally triggers actions in HelloLeads CRM (or vice versa).
Absolutely. You can customize how Tally data is recorded in HelloLeads CRM. This includes choosing which data fields go into which fields of HelloLeads CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Tally and HelloLeads CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Tally and HelloLeads CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Tally
Tally.so is a versatile form-building platform that allows users to create forms quickly and efficiently without any coding knowledge. It offers a user-friendly interface and a variety of customization options to suit different needs, making it ideal for businesses, educators, and individuals looking to gather information seamlessly.
Learn MoreAbout HelloLeads CRM
HelloLeads CRM is a customer relationship management tool designed to help businesses streamline their lead management processes, improve customer interactions, and enhance sales productivity. It offers features such as lead tracking, follow-up reminders, and analytics to optimize sales efforts.
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