Connect Tally and Recruit CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Form Submission
Choose an Action
Automatically do this!
Add Note
Add Hostlist
Assign Candidate
Ready to use Tally and Recruit CRM automations
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.
Call Log Added
Triggers when a new call log is added.
Call Log Updated
Triggers when a new call log is updated
Candidate Assigned
Triggers when a candidate is assigned to a job.
Candidate Added
Triggers when a new candidate is added.
Candidate Applied Through Job Page
Trigger when a new candidate applied through jobs page.
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
Add Note
Creates a new note
Add Hostlist
Creates a new hostlist
Assign Candidate
Assign a candidate to a job.
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Frequently Asked Questions
To start, connect both your Tally and Recruit CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Tally triggers actions in Recruit CRM (or vice versa).
Absolutely. You can customize how Tally data is recorded in Recruit CRM. This includes choosing which data fields go into which fields of Recruit CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Tally and Recruit 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 Recruit 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 Recruit CRM
Recruite CRM is a comprehensive recruitment management platform designed to streamline the hiring process for businesses of all sizes. It offers tools for managing candidate pipelines, automating recruitment workflows, and enhancing collaboration among hiring teams. With its user-friendly interface and robust features, Recruite CRM helps organizations efficiently manage their recruitment activities and improve their talent acquisition strategies.
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