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Lead Agent
Tally

Connect Lead Agent and Tally

Explore ready-made Lead Agent and Tally templates and start automating in minutes.

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Create a custom workflow

Integrate Lead Agent 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
Lead Agent
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • Adds a new lead

  • Blacklists a lead

  • Creates a new task

  • Creates an Email Broadcast

  • Creates an opportunity

  • Creates an SMS Broadcast

  • Performs an arbitrary authorized API call.

  • Sends a text email

  • Sends a text SMS

  • Sends an email template

  • Sends an SMS template

  • Marks a lead as trashed

  • Removes a lead from trash

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Lead Agent and Tally.

Add a Lead
Adds a new lead
Action
Blacklist a Lead
Blacklists a lead
Action
Create a Task
Creates a new task
Action
Create an Email Broadcast
Creates an Email Broadcast
Action
Create an Opportunity
Creates an opportunity
Action
Create an SMS Broadcast
Creates an SMS Broadcast
Action
List Fields Definitions
Lists all field definitions for the selected form.
Search
Make an API Call
Performs an arbitrary authorized API call.
Action
Send a Text Email
Sends a text email
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.