What does this Tally automation do?
A new Tally submission creates or updates a contact in HubSpot.
What can you do with it?
- Put every form lead in the CRM
- Avoid duplicate contacts
- Start follow-up from the real response
The Steps
This automation runs in 2 steps:
- When Tally: New Submission
- Then HubSpot: Create or Update Contact
Who is this automation for?
Built for marketing teams that build forms in Tally. A new Tally submission creates or updates a contact in HubSpot.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "New Submission" from Tally.
- Add the action "Create or Update Contact" from HubSpot.
- Connect your Tally account when prompted, then enable the toggle in the top-right corner.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps for you.