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Your No-code and AI Automation PartnerEnhance CRM Profiles with Tally Surveys
Automatically sync Tally survey responses with HubSpot to enrich customer profiles and boost your marketing strategies. Simplify data integration and ensure no insights are missed with this seamless automation.
When a Form Submission Received
1. Trigger from Tally
Activate the process upon form submission.
Retrieve Respondent Details
2. Fetch Respondent Information
Extract email and identifiers from form data.
Search for a Contact
3. Find Contact in CRM
Locate the contact in HubSpot using email.
Update Contact Profile
4. Enhance Customer Profile
Add survey data to existing contact.
Create a New Contact
5. Add New Contact
Generate a new contact if none exists.
Send Email Notification
6. Notify Sales Team
Alert team about new or updated lead.
Log Submission
7. Backup Survey Data
Record responses for future analysis.
- Repeat -
Automation Benefits
Unlock Business Potential with Automation
Integrating Tally with HubSpot brings numerous advantages to your workflow.
Boosted Efficiency
Automate data entry to save time and resources.
Enhanced Customer Profiles
Gain comprehensive insights by integrating survey data into CRM.
Increased Team Collaboration
Enable sales teams to respond promptly with automated notifications.
Reduced Manual Errors
Eliminate data entry mistakes with automated processes.
Scalable Solution
Easily adapt the automation as your business grows.
Improved Marketing Strategies
Leverage detailed customer data for targeted marketing efforts.
Features
Powerful Automation Features
Discover how this automation streamlines your survey data management.
- 1Seamless CRM Integration
Ensure survey data automatically updates your CRM without manual entry.
- 2Real-Time Notifications
Instantly notify your sales team for immediate follow-up on leads.
- 3Data Backup & Analysis
Securely log responses in Google Sheets for backup and deeper analysis.
Outcomes
Transform Your Business with Automation
Experience significant improvements in your data management and marketing effectiveness.
85%
Improved Customer Insights
70%
Faster Lead Follow-Up
90%
Enhanced Data Accuracy
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FAQ
Frequently Asked Questions
Answers to common questions about integrating Tally with your CRM.
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Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.