Create a lead in Hunter when a specific response is submitted in Tally

Launch this workflow to connect Tally & Hunter.io !

■Overview

Do you spend too much time manually transferring survey and document request form responses collected in Tally to Hunter? These repetitive tasks are not only time-consuming but can also lead to data entry errors.
With this workflow, you can connect Tally and Hunter to automatically create lead information in Hunter whenever a form is submitted. Automate routine tasks and create an environment where you can focus on more important work.

■Who This Template Is For

Marketing and sales professionals who manually enter leads collected through Tally into Hunter and want to improve efficiency
Inside sales teams looking to speed up the process from lead generation to outreach
Anyone looking to automate the entire lead generation process using Tally and Hunter

■Benefits of Using This Template

When a form is submitted in Tally, a lead is automatically created in Hunter, reducing the time spent on data entry.
By eliminating manual data transfers, you can prevent human errors such as copy-and-paste mistakes and missed registrations.

■Workflow Overview

First, connect Tally and Hunter to Yoom.
Next, select Tally as the trigger and configure the “Form Submission” action.
Then, set up branching in the operation and define conditions for whether to continue with subsequent processes based on specific responses received from Tally.
Finally, configure Hunter’s “Create Lead” action as an operation, map the information retrieved from Tally, and create a lead.

※ “Trigger”: An action that starts the workflow. “Operation”: An action that performs a process within the workflow after the trigger runs.

■Customization Options

With the branching feature, you can freely customize the conditions for executing subsequent operations using responses retrieved from Tally. For example, you can configure the workflow to create leads only for respondents who selected a specific option.
When creating a lead in Hunter, you can freely choose which Hunter fields to populate with information such as the name, company name, and email address collected from the Tally form. You can also enter fixed values.

■Important Notes

Connect both Tally and Hunter to Yoom.
Branching is an operation available on the Mini plan and above. On the Free plan, operations configured in your workflow will result in errors.
Paid plans, including the Mini plan, offer a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.

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About the Apps

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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Hunter.io

Hunter is a service that allows you to obtain publicly available contact information on the web associated with a specified company's domain. By integrating Yoom with Hunter, you can automatically obtain contact information for any company and automate the creation of sales lists and more.

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About the apps you use

Tally

see details

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