LeadSquared + Tally

Create or update LeadSquared leads from new Tally submissions

Effortlessly keep your leads up-to-date with this workflow between Tally and LeadSquared. Whenever a new submission is received in Tally, a lead will be created or updated in LeadSquared, ensuring that your sales pipeline remains current and organized. Strengthen your lead management process and save time with this seamless automation.

When this happens...
New Submission
Triggers when a new form submission is received.
TriggerInstant
automatically do this!
Create or Update Lead
Create a new lead or update an existing contact based on email address.
ActionWrite

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Supported triggers and actions

- Select a formRequired
Trigger
Instant
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- Activity EventRequired
Trigger
Instant
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- Landing Pages
Trigger
Instant
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- Email Address or Lead IdRequired
- Activity EventRequired
- Activity Note
- Activity Date Time
Action
Write
Create or Update Lead
Create a new lead or update an existing contact based on email address.
Action
Write

- Activity IdRequired
Action
Search
- Email Address or Lead IdRequired
Action
Search

New Lead
Triggers when a new lead is created.
Trigger
Instant
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Updated Lead
Triggers when any lead field value changes.
Trigger
Instant
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- From StageRequired
- To StageRequired
Trigger
Instant
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- Sales Owner EmailRequired
- ProductRequired
- Lead IdRequired
- RevenueRequired
- Sales DateRequired
- StatusRequired
Action
Write
- Owner.Required
- Lead IdRequired
- SubjectRequired
- Description
- Due Date
Action
Write
- Search KeyRequired
- Search ValueRequired
Action
Search
- Schema NameRequired
- ValueRequired
Action
Search

About LeadSquared

LeadSquared is a marketing automation and CRM solution that helps small to medium-sized businesses drive revenue by aligning their marketing and sales activities. Some key features include: Lead Capture Automation, Landing Pages, Email and Drip Campaigns, Lead & List Management, Tasks & Reminders, API & Connectors and Marketing, Sales and Revenue Analytics.

Learn more