Skip to main content

Make Waves ’26 Step into AI’s glass box. Prague, 19–20 Oct.

Register now (opens in a new tab)
Teamgate CRM
Tally

Connect Teamgate CRM and Tally

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

Get started free

Create a custom workflow

Integrate Teamgate 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
Teamgate CRM
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • Create a new product

  • Create a new company

  • Creates a new deal

  • Creates a new event of a selected type (task, call, appointment or note)

  • Create a new lead

  • Create a new person

  • Create a new user team

  • Deletes specified company

  • Deletes specified deal

  • Deletes specified event

  • Deletes specified File

  • Deletes specified lead

  • Deletes specified person

  • Deletes specified product

  • Deletes specified team

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Teamgate CRM and Tally.

Create Product
Create a new product
Action
Create Company
Create a new company
Action
Create Deal
Creates a new deal
Action
Create Event
Creates a new event of a selected type (task, call, appointment or note)
Action
Create Lead
Create a new lead
Action
Create Person
Create a new person
Action
Create Team
Create a new user team
Action
Delete Company
Deletes specified company
Action
Delete Deal
Deletes specified deal
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.