An automated workflow using integromat
Connects Tally + HubSpot
Create new contacts in HubSpot CRM from new Tally form responses
About this workflow template
This automation scenario allows you to connect Tally and HubSpot
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Tally and HubSpot can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Tally
Watch New Responses in Tally
Triggers when a new response is created for the selected form.
Then this action happens in HubSpot
Create a Record in HubSpot
Creates a contact, a company, or a deal.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create new contacts in HubSpot CRM from new Tally form responses.
Part I
Configure Applications
First, we need to connect Tally and HubSpot to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Tally to Make.com.
Give Make.com access to your Tally account, using Tally credentials.
Connect HubSpot to Make.com.
Give Make.com access to your HubSpot account, using HubSpot credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Tally
Choose the following trigger: Watch New Responses (Triggers when a new response is created for the selected form.).
Then set up an Action for HubSpot
Choose this action: Create a Record (Creates a contact, a company, or a deal.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Tally and HubSpot.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create new contacts in HubSpot CRM from new Tally form responses!
Related Automation Templates
Supported triggers and actions
New form submission
Triggers when a form is submitted.
triggerbyzapierpipedreamNew contact
Triggers when new contact is available.
triggerbyzapierautomateioNew contact in list
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
triggerbyzapierautomateiopipedreamNew deal
Triggers when new deal is available.
triggerbyzapieralbatoNew contact property change
Triggers when a specified property is provided or updated on a contact.
triggerbyzapierpipedreamUpdated deal stage
Triggers when a deal enters a specified stage.
triggerbyzapier
Get form fields
Get form fields
actionbypipedreamGet forms
Get forms
actionbypipedreamGet responses
Get responses
actionbypipedreamList fields definitions
Lists all field definitions for the selected form.
actionbyintegromatNew submission
Triggers when a new form submission is received.
triggerbyzapierNew response (instant)
New response (instant)
triggerbypipedream
Apps you need
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
