Use this guide to capture leads with a Tally form and sync them to your Notion CRM.
Embed your Tally form on your website to gather contact details from your website visitors. You'll find the embed options in the
Sharesettings of your published form.
Go to the
Settingstab of your published form to turn on email notifications of new form submissions.
Create a Notion database (or use this Notion template) to sync your form responses to. Make sure to include all Tally form fields as columns in your Notion database.
If you are using multiple choice, dropdown, or checkbox fields in your Tally form, you have to manually add all possible select options to your Notion database.
Here’s how to connect Tally to Notion. After completing this step, each form submission will be automatically synced to your Notion database.
Add owners to the incoming leads and follow up by changing their lead status in your Notion CRM. Add notes about each customer and relate CRM contacts to sales meeting notes, contracts, proposals etc.