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 .

• 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.

• To connect your Tally account to Make, you need to create a connection in Make. Start by clicking Add in the webhook screen.

• Add a connection. A new window will open and you will be asked to grant Make access to your account. Accept to continue.

• 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.

• 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.