Turn Tally sales enquiries into Zoho CRM leads

Bigger prospects deserve a fast call back. Each answer to your Tally 'Contact sales' form becomes a lead in Zoho CRM. When the company has more than 50 employees, the lead's owner also gets a call task due tomorrow and your sales channel in Slack hears about it straight away.

Title your form's questions First name, Last name, Email, Company and Number of employees, or rename them in the steps.

TallyWhen someone submits a Tally form. Save it as submission.When someone submits a Tally form. Save it as submission.

Zoho CRMCreate lead submission.answers_by_question["Last name"]. Save it as lead.Create lead submission.answers_by_question["Last name"]. Save it as lead. Company: submission.answers_by_question.Company First name: submission.answers_by_question["First name"]Number of employees: submission.answers_by_question["Number of employees"]

More than 50 employees?If submission.answers_by_question["Number of employees"] is greater than 50

Yes

Zoho CRMCreate task 'Call submission.answers_by_question["First name"] submission.answers_by_question["Last name"] at submission.answers_by_question.Company'. Save it as call_task.Create task 'Call submission.answers_by_question["First name"] submission.answers_by_question["Last name"] at submission.answers_by_question.Company'. Save it as call_task. Due in (days): 1 Related record ID: lead

SlackSend message to channel. Save it as sales_alert.Send message to channel. Save it as sales_alert.New large lead from the Contact sales form: submission.answers_by_question["First name"] submission.answers_by_question["Last name"] at submission.answers_by_question.Company (submission.answers_by_question["Number of employees"] employees, submission.answers_by_question.Em...

No

No steps