Connect Close CRM and Tally integrations
Connect Close CRM and Tally with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Close CRM and Tally to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when an email sequence is created or updated.
Triggers when an existing lead's status has been changed.
Triggers when a meeting is created, started, completed or canceled.
Triggers when a new membership is activated or deactivated.
Triggers when a new call activity is logged.
Triggers when a new contact is created.
Triggers when a new email activity is created.
Triggers when a new export is created.
Triggers when a new inbox item is created.
Triggers when a new lead is created.
Triggers when a new note activity is created.
Triggers when a new opportunity is created.
Triggers when a new smart view is created.
Triggers when a new SMS activity is created.
Triggers when a new task is created.
Triggers when an existing opportunity status has been changed.
Lists all field definitions for the selected form.
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Build your Close CRM and Tally integrations.
Create custom Close CRM and Tally workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Creates a new contact.
Creates a new custom activity.
Creates a new lead.
Creates a new note activity.
Creates a new smart view.
Creates a new task.
Creates a new email activity.
Creates a new email sequence.
Creates a new export.
Popular Close CRM and Tally workflows.
Looking to get more out of Close CRM and Tally? With Make you can visually integrate Close CRM and Tally into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Generate an activity overview report in Google Sheets from Close CRM data
Automatically generate an activity overview report from Close CRM and add it to Google Sheets for streamlined data analysis and tracking.
TRY IT ->Create a new contact in HighLevel for every new response in Tally
Automatically create a new HighLevel contact for every response received in Tally, ensuring your contact list is always up-to-date.
TRY IT ->Update leads in CRM using advanced filters and custom webhooks
Automatically update leads in your CRM by applying advanced filters and triggering custom webhooks with Make's integration of gateway and close-crm modules.
TRY IT ->Search and update leads in Close CRM using advanced filters
Easily manage your sales pipeline by searching and updating leads in Close CRM using advanced filters. Automate lead updates for streamlined CRM management.
TRY IT ->Send email notifications for new responses in Tally
Receive instant email alerts for every new response in Tally. This template connects Tally with your email to keep you updated.
TRY IT ->Generate an activity overview report in Google Sheets from Close CRM data
Automatically generate an activity overview report in Google Sheets using data from Close CRM, streamlining your data analysis and reporting process.
TRY IT ->Watch new responses in Tally and create tasks in ClickUp
Automatically create ClickUp tasks for every new response in Tally, streamlining task management and ensuring no response goes unnoticed.
TRY IT ->Send new Tally responses to an HTTP endpoint
Streamline your data collection process by automatically sending new responses from Tally to your desired endpoint using HTTP. With this template, every time a new response is submitted in Tally, Make will seamlessly transmit the data, ensuring you never miss important information and can act on it promptly. Perfect for enhancing your workflow efficiency and data management.
TRY IT ->Send an email notification for every new response in Tally
Streamline your response management process by automatically sending email notifications whenever a new response is received in Tally. This template connects Tally with Google Email, ensuring you never miss important feedback or submissions. Simply set up your Tally form to collect responses, and let Make handle the rest by notifying you via email instantly. Enhance your communication efficiency and stay on top of your responses effortlessly!
TRY IT ->
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