Make

 
Make is a visual platform that lets you design, build, and automate anything - from simple tasks to complex workflows - in minutes. With Make, you can send information between Tally and thousands of apps to automate data collection for better-quality feedback. It’s fast and easy to use, visually intuitive, and requires zero coding expertise.
 
🎁
The Make integration is available for free to all Tally users.
 
Here's a grasp of what you can do with Tally and Make:
  • Update a person in Pipedrive with records from a submitted Tally form
  • Save new Tally form entries to a Google Sheet
  • Get Slack messages for new form entries
  • Send a Sendinblue email when your form is submitted
  • Create new Hubspot CRM deals from form entries
  • Generate PDFMonkey documents from form responses

How it works

  • Start by creating a Make account or log in. If you don't have an account yet, you can sign up for free.
  • In the Scenario Editor, you can connect different apps and tell Make what kind of data should be going from one place to the other.
  • Click create a new scenario , search for Tally and click Tally .
notion image
 
  • Scenarios always start with a trigger. For Tally, this is Watch new responses, which triggers when a new response is created for the selected form.
notion image
 
  • To connect your Tally account to Make, you need to create a connection in Make. Start by clicking Add in the webhook screen.
notion image
 
  • Add a connection. A new window will open and you will be asked to grant Make access to your account. Accept to continue.
notion image
  • Choose the form you wish to connect to Make and where to start grabbing data from.
  • When a trigger happens you can select what should follow - the action. Click the right ear of the first module and it will pop up a screen for you to add the next module.
notion image
 
  • Create a connection to the corresponding service, select a sheet (in the example of connecting to Google Sheets) and map your Tally form records to the column headers in your sheet.
  • To test your scenario, click the play button with Run once beside it
  • Activate your scenario by clicking the ON button and set up the schedule.
Help