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Follow Up Boss
Tally

Connect Follow Up Boss and Tally

Explore ready-made Follow Up Boss and Tally templates and start automating in minutes.

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Create a custom workflow

Integrate Follow Up Boss 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
Follow Up Boss
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • Adds tags to a contact.

  • Applies a selected action plan to a contact.

  • Creates a new contact.

  • Creates a new deal.

  • Creates a note on a contact.

  • Creates a task for a contact.

  • Sends in a lead or event related to a lead.

  • Deletes a contact specified by ID.

  • Deletes a deal specified by ID.

  • Deletes a note specified by ID.

  • Deletes a task specified by ID.

  • Retrieves a call details specified by ID.

  • Retrieves a contact details specified by ID.

  • Retrieves details of a deal specified by ID.

  • Retrieves details of a note specified by ID.

  • Retrieves a task details specified by ID.

  • Logs a call on a contact.

  • Performs an arbitrary API call.

  • Updates a client specified by ID.

  • Updates a deal specified by ID.

  • Updates a note specified by ID.

  • Updates a task specified by ID.

  • Allows to resume or to pause an action plan for a specific contact.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Follow Up Boss and Tally.

Add Tags to a Contact
Adds tags to a contact.
Action
Apply an Action Plan to a Contact
Applies a selected action plan to a contact.
Action
Create a Contact
Creates a new contact.
Action
Create a Deal
Creates a new deal.
Action
Create a Note
Creates a note on a contact.
Action
Create a Task
Creates a task for a contact.
Action
Create an Inquiry or a Website Event
Sends in a lead or event related to a lead.
Action
Delete a Contact
Deletes a contact specified by ID.
Action
Delete a Deal
Deletes a deal specified by ID.
Action
Load more

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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.