Connect Tally and Keap Max Classic to Build Intelligent Automations
Choose a Trigger
When this happens...
New Form Submission
Choose an Action
Automatically do this!
Add or Update Contact
List Contacts
Create Company
Add Note to Contact
List Companies
Ready to use Tally and Keap Max Classic automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Submission
Runs when new form submission
New Contact Created
Runs when new contact created
New Company Is Added
Runs when new company is added
Company Is Updated
Runs when company is updated
Do thisActions
Action is the task that follows automatically within your Tally integrations.
Get Form By ID
Retrieve a form and its sections using the form ID.
Update Form Options
Update dropdown and checkbox choices in an existing Tally form.
List All Form Responses
Get all responses for a form
Add or Update Contact
Create or update a contact
List Contacts
Retrieve contacts by filters
Create Company
Create a company record
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Frequently Asked Questions
To start, connect both your Tally and Keap Max Classic accounts to viaSocket. Once connected, you can set up a workflow where an event in Tally triggers actions in Keap Max Classic (or vice versa).
Absolutely. You can customize how Tally data is recorded in Keap Max Classic. This includes choosing which data fields go into which fields of Keap Max Classic, setting up custom formats, and filtering out unwanted information.
The data sync between Tally and Keap Max Classic 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 Keap Max Classic. 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 Keap Max Classic
Keap Max Classic is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.
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