Creates a Zoho CRM lead from each Tally 'Contact sales' answer, with a call task and a Slack alert for companies over 50 people.
Uses
Slack
Tally
Zoho CRM
Turn Tally sales enquiries into Zoho CRM leads
TallyWhen someone submits a Tally form. Save it as submission.When someone submits a Tally form. Save it as submission.Zoho CRMCreate lead submission.answers_by_question["Last name"]. Save it as lead.Create lead submission.answers_by_question["Last name"]. Save it as lead.
Company: submission.answers_by_question.Company
First name: submission.answers_by_question["First name"]Number of employees: submission.answers_by_question["Number of employees"]
More than 50 employees?If submission.answers_by_question["Number of employees"] is greater than 50Yes
Zoho CRMCreate task 'Call submission.answers_by_question["First name"] submission.answers_by_question["Last name"] at submission.answers_by_question.Company'. Save it as call_task.Create task 'Call submission.answers_by_question["First name"] submission.answers_by_question["Last name"] at submission.answers_by_question.Company'. Save it as call_task.
Due in (days): 1
Related record ID: leadSlackSend message to channel. Save it as sales_alert.Send message to channel. Save it as sales_alert.New large lead from the Contact sales form: submission.answers_by_question["First name"] submission.answers_by_question["Last name"] at submission.answers_by_question.Company (submission.answers_by_question["Number of employees"] employees, submission.answers_by_question.Em...No
No steps