Turn Tally sales enquiries into Zoho CRM leads
Creates a Zoho CRM lead from each Tally 'Contact sales' answer, with a call task and a Slack alert for companies over 50 people.
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1TallyNew submission triggerStarts on each answer to your form.
- 2Zoho CRMCreate leadCreates the lead.
If
submission.answers_by_question["Number of employees"]is more than 50- 3Zoho CRMCreate taskGives the lead's owner a call task for tomorrow.
- 4SlackSend messageAlerts sales about bigger companies.
- 3
How it works
What happens on each run, in plain English.
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.
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