Put Tally to work with AI and enterprise-grade automation
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Or pick an app to pair with
Gmail
Email, Google
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Slack
Team Chat
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Pipedrive
CRM (Customer Relationship Management)
MailerLite
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Brevo
Email Newsletters
ActiveCampaign
Marketing Automation
Gmail
Email, Google
Airtable
Databases
HubSpot
Marketing Automation
Slack
Team Chat
Mailchimp
Marketing Automation
Pipedrive
CRM (Customer Relationship Management)
Gmail
Email, Google
Airtable
Databases
HubSpot
Marketing Automation
Slack
Team Chat
Mailchimp
Marketing Automation
Pipedrive
CRM (Customer Relationship Management)
MailerLite
Marketing Automation
Brevo
Email Newsletters
ActiveCampaign
Marketing Automation
Join millions worldwide who automate their work using Zapier
Tally + Zapier
How it works
Tally connects with Zapier to automate form submission workflows. Teams use this integration to route submissions, create records in other apps, and notify stakeholders.
When to use Tally with Zapier
Routing responses to systems
Send form data into CRMs, spreadsheets, or databases. Notifying teams: Alert channels or inboxes when key submissions arrive. Creating follow ups: Kick off email, task, or calendar actions from new responses.
Popular ways to use Tally + Zapier
Send acknowledgment emails from forms
When new responses arrive, send a Microsoft Outlook or Gmail email to the submitter to provide immediate confirmation and reduce manual replies.
Create CRM contacts from responses
When a new response is received, create or update a contact in HubSpot or Salesforce to keep customer records accurate and eliminate manual data entry.
Log submissions in spreadsheets
When a new response comes in, add a row to Google Sheets or Airtable so reporting and analysis stay current.
Notify cross-functional teams about priority requests
When a response meets criteria, post details to Slack or Microsoft Teams and open a Zendesk ticket to coordinate handoffs across departments and prevent missed follow-ups.
Schedule consultations from request forms
When a response indicates a meeting request, create a Google Calendar or Microsoft Outlook event to reserve time and reduce back-and-forth scheduling.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Select a formRequired
Try ItTriggerInstant
Get started automating Tally
- 1Connect Tally to Zapier
- 2Choose the New Response trigger
- 3Select form and pull in sample response
- 4Add actions in connected apps
- 5Test and turn the Zap on
Frequently asked questions about automating with Tally
Which Tally events are supported?
Only new form responses trigger Zaps.
Do updates to a response fire the trigger?
No, only first-time submissions trigger.
Can I capture file uploads from Tally?
File URLs are included when the form has upload fields.
How do I prevent duplicate CRM records from form entries?
Use a Find-or-Create step in the CRM or add a Filter based on a unique response ID.
Tally Tutorials
About Tally
The simplest way to create beautiful forms and surveys, for free.
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier