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NextLead CRM
Tally

Connect NextLead CRM and Tally

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

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Create a custom workflow

Integrate NextLead 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
NextLead 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 in NextLead CRM

  • Creates a new sales deal in your NextLead organization. Requires a name and stage ID.

  • Creates a new establishment structure in your NextLead organization. Only the name is required, all other fields are optional.

  • Creates a new action/task in your NextLead organization. Only the stage ID is required.

  • Permanently deletes a contact from NextLead CRM by searching with email or LinkedIn URL. WARNING: This action is irreversible. Email search takes priority if both are provided.

  • Deletes a structure from your NextLead organization. Warning: This action is irreversible.

  • Deletes the most recent action for a contact by email. Warning: This action is irreversible

  • Link a contact to a structure using contact identifiers (ID, email, LinkedIn URL, or phone) and structure identifiers (ID, SIRET, name, or email). Returns the linked contact and structure information along with all linked structures

  • Link a structure to a contact using structure identifiers (ID, SIRET, name, or email) and contact identifiers (ID, email, LinkedIn URL, or phone). Returns the linked structure and contact information

  • Performs an arbitrary authorized API call

  • Searches for an existing contact in NextLead CRM using email or LinkedIn URL. Returns contact details if found, or a not found indicator. Email takes priority if both are provided.

  • Deprecated, use "Update a contact". Updates a contact found by email or LinkedIn URL (kept for existing scenarios).

  • Updates an existing sales deal by contact email. If no sale name is provided, updates the most recent sale for that contact.

  • Updates an existing structure in your NextLead organization. Requires the current name or SIRET to identify the structure.

  • Updates an existing action by contact email. If no action title is provided, updates the most recent action for that contact.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between NextLead CRM and Tally.

Create a contact
Creates a new contact in NextLead CRM
Action
Create a sale
Creates a new sales deal in your NextLead organization. Requires a name and stage ID.
Action
Create a structure
Creates a new establishment structure in your NextLead organization. Only the name is required, all other fields are optional.
Action
Create an action
Creates a new action/task in your NextLead organization. Only the stage ID is required.
Action
Delete a contact
Permanently deletes a contact from NextLead CRM by searching with email or LinkedIn URL. WARNING: This action is irreversible. Email search takes priority if both are provided.
Action
Delete a structure
Deletes a structure from your NextLead organization. Warning: This action is irreversible.
Action
Delete an action
Deletes the most recent action for a contact by email. Warning: This action is irreversible
Action
Get action columns
Retrieves all action stages (columns) from your NextLead organization. Use the returned IDs when creating or updating actions.
Search
Get conversion statuses
Retrieves all available conversion statuses (tags) from NextLead CRM. Returns an array of status objects with id, name, color, type, and organizationId fields.
Search
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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.