Act! 365 + Tally Integration

Integrate Act! 365 to Tally in one click, or tell Integrately AI how you want each submission handled. Capture form answers, create contacts, update your CRM, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Act! 365
    New contact is created in Act! 365
  • Tally
    Response is created in Tally Instant
Arrow Right
2.
  • Act! 365
    Create contact in Act! 365

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Ready Workflows Ready Workflows for Act! 365 + Tally Integration

Capture form responses, create contacts, update records, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Tally + Act! 365 Integration

Create Act! 365 contact for new Tally response

When someone completes your Tally, a new contact is automatically created in your Act! 365. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the Tally is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Tally - Act! 365 integration set up makes it easy to manage your customer relationships and grow your business.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Act! 365 + Tally flow

Sync responses to email lists, log data in sheets, and notify your team instantly. Pick a combination and activate it in one click.

Act! 365
Tally
+
MailchimpMailchimp (4)
+
Google SheetsGoogle Sheets (4)
+
HubSpotHubSpot (4)
+
SlackSlack (4)
+
StripeStripe (4)
+
GmailGmail (4)
T
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Create an Act! 365 contact from every new Tally response, and add the subscriber to your Mailchimp audience.
New Tally responses instantly create contacts in Act! 365 and add subscribers to Mailchimp, removing manual data entry.
T
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If a Tally response selects VIP tier, create an Act! 365 contact and add a tagged subscriber in Mailchimp.
VIP Tally submissions create Act! 365 contacts and segment subscribers in Mailchimp automatically.
T
A
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Use Claude to analyse every new Tally response, create an Act! 365 contact, and add the lead to Mailchimp.
Claude evaluates Tally submissions before Act! 365 creates contacts and Mailchimp adds subscribers.
T
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Turn every Tally response into an Act! 365 contact, add a Mailchimp subscriber, and notify your team in Slack.
Tally responses update Act! 365 and Mailchimp while alerting your team in Slack.

Supported triggers and actions for Act! 365 and Tally

Mix and match to build the exact automation you need

Act! 365
Act! 365 Triggers & Actions
New contact is created in Act! 365
Triggers the automation when a new contact is added
Try it →
Create contact in Act! 365
Adds a new contact to the database
Try it →
Tally
Tally Triggers & Actions
Instant
Response is created in Tally
Triggers the automation when a response is submitted
Try it →
No action is available

What can you automate with Act! 365 + Tally?

Streamline your contact creation and form data handling with powerful ready-made workflows.

What you can automate?
🎯
Create Act! 365 contacts from every Tally response
Instantly capture every new form submission and turn it into a contact in Act! 365 without lifting a finger. Eliminate manual data entry and ensure no lead is ever left behind.
📋
Capture every submitted form field
Map all custom questions, dropdowns, and text answers from your Tally forms directly into corresponding Act! 365 contact fields. Maintain rich, detailed profiles for every respondent.
🔔
Notify your team the moment a response arrives
Alert sales or support team members instantly via chat or email whenever a new form is submitted. Ensure quick handoffs and faster response times for high-priority inquiries.
🔀
Route submissions based on form answers
Send respondents down different paths depending on the options they select in your Tally form. Automatically categorise leads, assign tags, or trigger specialised follow-up sequences.
🔄
Keep your CRM records continuously updated
Ensure your Act! 365 database reflects the most recent information by syncing ongoing updates and secondary form submissions. Maintain a single source of truth for all customer data.
🛡️
Prevent duplicate contact records
Check existing database entries before creating new records to avoid cluttering your CRM with duplicate contacts. Match submissions by email address to keep your lists clean.
💳
Handle paid submissions and orders
Trigger downstream billing or customer creation steps when a Tally form includes payment details or subscription choices. Connect your form data directly to revenue operations.
🌐
Extend your workflow to other popular apps
Connect your Act! 365 and Tally core flow with tools like Google Sheets or Slack to trigger multi-app automations. Build comprehensive pipelines that span your entire tech stack.
And much more...

Who is Act! 365 + Tally integration for?

Sales and marketing teams struggle to capture form responses quickly, but this integration automates contact creation and keeps data synced across your entire workflow.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Customer support teams
Customer support teams
Operations specialists
Operations specialists
Data administrators
Data administrators
📈
Performance marketers
You're running campaigns across multiple landing pages but your tracking sheet only updates when someone manually exports submissions, so the response counts you're optimising against are always a few hours behind — with this integration, every new response lands in your CRM instantly and your campaign data stays current.
Sales representatives
You need to reach out to inbound leads immediately, but form submissions sit in your inbox until someone manually enters them into Act! 365, so prospects wait hours for a reply — automating both apps means new contacts appear in your CRM the second they submit, allowing you to follow up first.
📊
Account managers
You report on client onboarding progress weekly, but form data is scattered across separate tools and takes hours to consolidate before every meeting — connecting these apps means every submission populates your system automatically, giving you accurate metrics on demand.
📨
Customer support teams
Your support queue is overwhelmed with incoming form requests that require manual entry before anyone can investigate the issue, leading to delayed response times — this integration means every support ticket submission flows straight into your workflow without manual data copying.
🔄
Operations specialists
You depend on upstream form submissions to trigger downstream fulfillment tasks, but delays in moving contact data between platforms cause bottlenecks in your daily operations — automating both apps means every new submission immediately starts your next operational step.
🗂️
Data administrators
You need a reliable customer history, but manual form data entry frequently results in missing fields, typos, and incomplete records across your database — integrating these apps means every submission is recorded accurately with zero manual intervention.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Act! 365 + Tally

Build and manage your Act! 365 + Tally automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Act! 365 + Tally with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Act! 365 to Tally?
Frequently Asked Questions
You can connect Act! 365 to Tally using 1-click automations on Integrately alongside tools like Google Sheets, HubSpot, and Slack. Choose a ready workflow or ask Integrately AI to build the automation and map the fields.
Can I automatically create Act! 365 contacts from Tally form submissions?
Frequently Asked Questions
Can I connect Act! 365, Tally, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Act! 365 and Tally?
Frequently Asked Questions
How does Act! 365 handle contact creation from form responses?
Frequently Asked Questions
Can Tally trigger workflows when a new response is submitted?
Frequently Asked Questions
Can I automate Act! 365 and Tally without coding skills?
Frequently Asked Questions
Is the Act! 365 and Tally integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Act! 365 or Tally With 1500+ Other Apps

Act! 365
Popular Act! 365 Integrations
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Tally
Popular Tally Integrations
Sync Tally with spreadsheets, databases, and notification platforms to keep form response data working across your stack.
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Tally Integrations arrow right
No popular apps found