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Close CRM
Tally

Connect Close CRM and Tally

Explore ready-made Close CRM and Tally templates and start automating in minutes.

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Create a custom workflow

Integrate Close CRM with Tally and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Tally
Trigger: Watch New Responses
Close CRM
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • 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.

  • Creates a new opportunity.

  • Creates a new SMS activity.

  • Deletes a call activity.

  • Deletes a contact.

  • Deletes an existing custom activity.

  • Deletes a lead.

  • Deletes a note activity.

  • Deletes a smart view.

  • Deletes a task.

  • Deletes an email activity.

  • Deletes an opportunity.

  • Deletes an SMS activity.

  • Exports an activity report to the CSV file.

  • Gets a single call activity.

  • Gets a single contact.

  • Retrieves an existing custom activity.

  • Gets a single lead.

  • Gets a lead status change report for your organization.

  • Gets a single note activity.

  • Gets a random user from your organization.

  • Gets a report about sent emails grouped by template for your organization.

  • Gets a single smart view.

  • Gets a single task.

  • Gets a user by ID.

  • Gets an activity report for your organization.

  • Gets a single email activity.

  • Gets an existing email sequence.

  • Gets a single export.

  • Gets a single opportunity.

  • Gets an opportunity status change report for your organization.

  • Gets a single SMS activity.

  • Logs a completed call activity.

  • Performs an arbitrary authorized API call.

  • Merges one lead into another lead.

  • Subscribes a contact to an email sequence.

  • Updates a contact.

  • Updates an existing custom activity.

  • Updates a lead.

  • Updates a note activity.

  • Updates a phone number.

  • Updates a smart view.

  • Updates a task.

  • Updates an existing email sequence.

  • Updates an opportunity.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Close CRM and Tally.

Create a Contact
Creates a new contact.
Action
Create a Custom Activity
Creates a new custom activity.
Action
Create a Lead
Creates a new lead.
Action
Create a Note Activity
Creates a new note activity.
Action
Create a Smart View
Creates a new smart view.
Action
Create a Task
Creates a new task.
Action
Create an Email Activity
Creates a new email activity.
Action
Create an Email Sequence
Creates a new email sequence.
Action
Create an Export
Creates a new export.
Action
Load more

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.