Create a profile in Klaviyo and add it to a list based on Tally responses

Launch this workflow to connect Klaviyo & Tally !

■Overview

Do you manually add survey responses and inquiry details collected through Tally to Klaviyo every time?
This not only takes time but can also lead to copy-and-paste errors and missed entries.
With this workflow, you can automate everything from creating a profile in Klaviyo to adding it to a list, triggered by a form submission in Tally.
Eliminate the challenges of lead management and streamline your operations.

■Recommended for

Marketing professionals who use Tally and Klaviyo for lead generation and customer management
Anyone who manually transfers form responses to Klaviyo lists
Anyone who wants to speed up lead outreach and avoid missing marketing opportunities

■Benefits of using this template

Automate the process of registering Tally form responses in Klaviyo to reduce the time spent on manual data entry.
Prevent human errors such as incorrect entries and missed registrations caused by manual data transfers, while keeping customer data accurate.

■Flowbot steps

First, connect Tally and Klaviyo with Yoom.
Next, select Tally as the trigger and set the action to “When a form is submitted.”
Then, select Klaviyo as the operation and set the action to “Create a profile.”
Finally, select Klaviyo again as the operation and set the action to “Add a profile to a list.”

※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customize this workflow

When creating a Klaviyo profile, specify which profile fields to map the responses collected from the Tally form to.
When adding a profile to a Klaviyo list, specify which marketing list to add it to.

■Notes

Connect both Tally and Klaviyo with Yoom.

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About the Apps

Klaviyo

Yoom allows you to integrate with Klaviyo's API without any code, enabling you to automate operations on Klaviyo via the API. For example, you can register information submitted through Google Forms or Typeform as profiles in Klaviyo, or automatically log event information in Klaviyo whenever customer information is updated in CRMs like Salesforce or HubSpot.

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Tally

Yoom allows seamless integration with Tally without any code, enabling the automation of various tasks triggered by Tally form submissions. For example, information submitted through Tally can be registered as leads in CRM tools like Salesforce or HubSpot, or it can be added as subscribers in marketing tools like Mailchimp or ActiveCampaign.

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About the apps you use

Klaviyo

see details

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