LeadSquared + Tally

Create LeadSquared activities for new Tally submissions

Effortlessly keep track of new submissions in Tally and boost your sales process with this seamless workflow. When a new submission comes in on Tally, this automation creates an activity for the lead in LeadSquared, ensuring that your sales team stays updated and can follow up with prospects in a timely manner. Enhance your lead management and never miss an opportunity with this streamlined process.

When this happens...
New Submission
Triggers when a new form submission is received.
TriggerInstant
automatically do this!
Create Activity for Lead
Add a custom activity to a lead.
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.

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