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SharpSpring
Tally

Connect SharpSpring and Tally

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

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Create a custom workflow

Integrate SharpSpring 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
SharpSpring
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • Creates a new campaign.

  • Creates a new lead.

  • Creates a new account.

  • Creates a new opportunity.

  • Deletes a campaign from your account.

  • Deletes a lead from your account.

  • Deletes an account from your account.

  • Deletes an opportunity from your account.

  • Gets a campaign by ID.

  • Gets a lead by ID.

  • Gets an account by ID.

  • Gets an opportunity by ID.

  • Performs an arbitrary authorized API call.

  • Updates an existing campaign.

  • Updates an existing lead.

  • Updates an existing account.

  • Updates an existing opportunity.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between SharpSpring and Tally.

Create a Campaign
Creates a new campaign.
Action
Create a Lead
Creates a new lead.
Action
Create an Account
Creates a new account.
Action
Create an Opportunity
Creates a new opportunity.
Action
Delete a Campaign
Deletes a campaign from your account.
Action
Delete a Lead
Deletes a lead from your account.
Action
Delete an Account
Deletes an account from your account.
Action
Delete an Opportunity
Deletes an opportunity from your account.
Action
Get a Campaign
Gets a campaign by ID.
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.