Tally + Heartbeat Integration

Integrate Heartbeat to Tally in one click, or tell Integrately AI how you want each submission handled. Collect feedback, invite new members, add users to groups, and send direct messages automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Tally
    Response is created in Tally Instant
  • Heartbeat
    User is joined group in Heartbeat Instant
  • Heartbeat
    User is completed course in Heartbeat Instant
  • Heartbeat
    User profile is updated in Heartbeat Instant
  • Heartbeat
    User is join in Heartbeat Instant
  • Heartbeat
    User is created in Heartbeat
  • Heartbeat
    Thread is created in Heartbeat
  • Heartbeat
    Event is created in Heartbeat
Arrow Right
2.
  • Heartbeat
    Invite users in Heartbeat
  • Heartbeat
    Add user to group in Heartbeat
  • Heartbeat
    Find user in Heartbeat
  • Heartbeat
    Deactivate user in Heartbeat
  • Heartbeat
    Remove user from group in Heartbeat
  • Heartbeat
    Send direct message in Heartbeat
  • Heartbeat
    Create thread in Heartbeat
  • Heartbeat
    Create group in Heartbeat
  • Heartbeat
    Create event in Heartbeat
  • Heartbeat
    Create channel in Heartbeat

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Ready Workflows Ready Workflows for Heartbeat + Tally Integration

Collect responses, invite new users, add members to groups, and notify your team, all in just one click.

Most popular automationmost-popular-automations
Tally + Heartbeat Integration

Send Heartbeat message for new Tally response

When you receive a new Tally response, you can automatically send a Heartbeat message. This is a great way to stay on top of new responses and ensure that you're always providing the best possible customer service. Plus, it's just one less thing that you have to remember to do manually!

So go ahead and set up your automatic Heartbeat message today. Your future self will thank you.
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  • 1of1
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 Heartbeat + Tally flow

Once form responses land in Heartbeat, teams often need to alert staff, log records, schedule follow-ups, and update databases. Pick a combination and activate it in one click.

Tally
Heartbeat
+
SlackSlack (4)
+
Google CalendarGoogle Calendar (4)
+
ZoomZoom (4)
+
NotionNotion (4)
+
AirtableAirtable (4)
+
MailchimpMailchimp (4)
T
H
S
Add every new Tally response to your Heartbeat group, and notify your team instantly on Slack
Tally submissions appear in Heartbeat as new group members within seconds and your team hears about it in Slack, so nobody re-types data or misses a signup.
T
H
S
Invite respondents in Heartbeat from every Tally submission, and broadcast the update in Slack
Turn every Tally form response into a Heartbeat invitation while keeping your team informed on Slack.
T
H
S
If a Tally response indicates VIP tier, add the user to your VIP Heartbeat group and alert staff on Slack
Route high-value Tally submissions directly into your VIP Heartbeat group and notify your team on Slack.
T
H
S
Use ChatGPT to summarise Tally feedback, add the user to Heartbeat, and brief your team in Slack
AI analyses your Tally survey responses before adding respondents to Heartbeat and posting briefs on Slack.

Supported triggers and actions for Tally and Heartbeat

Mix and match to build the exact automation you need

Tally
Tally Triggers & Actions
Instant
Response is created in Tally
Triggers the automation when a response is submitted
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No action is available
Heartbeat
Heartbeat Triggers & Actions
Instant
User is joined group in Heartbeat
Activates when a user joins a group
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Instant
User is completed course in Heartbeat
Detects when a user finishes a course
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Instant
User profile is updated in Heartbeat
Triggers when a user updates their profile
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Instant
User is join in Heartbeat
Captures when a user joins a platform
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User is created in Heartbeat
Triggers the automation when a new user is created
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Thread is created in Heartbeat
Triggers the automation when a new thread is created
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Event is created in Heartbeat
Triggers the automation when a new event is created
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Invite users in Heartbeat
Sends out invitations to selected users to join your platform
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Add user to group in Heartbeat
Adds a user to a group
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Find user in Heartbeat
Locate and display user information with
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Deactivate user in Heartbeat
Disable user access and permissions
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Remove user from group in Heartbeat
Removes a user from a group
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Send direct message in Heartbeat
Sends a private message to a recipient
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Create thread in Heartbeat
Creates a new thread
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Create group in Heartbeat
Creates a new group based on particular criteria
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Create event in Heartbeat
Adds a new contact to the contact list
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Create channel in Heartbeat
Creates a new channel
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What can you automate with Heartbeat + Tally?

Streamline your community onboarding by turning every form submission into an instant member invitation or group assignment.

What you can automate?
🚀
Auto-enroll Tally respondents in Heartbeat groups
Turn every new form submission into an immediate group assignment in Heartbeat without lifting a finger.
📋
Capture every submitted form field
Map all survey answers and custom questions from Tally straight into your Heartbeat member profiles.
🔔
Alert your team instantly on signup
Notify staff in real time whenever a high-value respondent completes your Tally intake form.
🔀
Route respondents based on submitted answers
Send users to different Heartbeat groups depending on the specific tier or options they select in Tally.
🔄
Keep member records updated as data changes
Ensure profile updates and secondary form responses reflect accurately across your community platform.
🔍
Find existing users before creating duplicates
Check if a respondent already exists in Heartbeat before adding them to new groups or lists.
Handle subsequent membership status changes
Deactivate users or remove them from groups automatically when subscription statuses or form conditions update.
💬
Extend workflows to Slack and other tools
Trigger downstream team alerts in Slack or log data in external databases the moment a Tally response arrives.
And much more...

Who is Heartbeat + Tally integration for?

Community managers, event organizers, and course creators streamlining onboarding by connecting form responses directly to member management workflows.

Community Analytics Directors
Community Analytics Directors
Community Moderators
Community Moderators
Client Success Managers
Client Success Managers
Membership Coordinators
Membership Coordinators
Course Administrators
Course Administrators
Operations Managers
Operations Managers
📊
Community Analytics Directors
You're tracking member signups across multiple channels but your onboarding records only update when someone manually exports form data, so your membership counts are always hours behind — this integration means every new Tally submission updates Heartbeat instantly and your activity logs stay current.
Community Moderators
You need to welcome new members immediately upon registration, but manual form checks mean applicants wait hours for their platform invite — automating both apps means every Tally response triggers a Heartbeat invitation the moment it arrives.
🤝
Client Success Managers
You report onboarding metrics to stakeholders who expect real-time visibility into new cohort signups, but manual tracking leaves gaps in your pipeline history — connecting these apps means every submission populates your member database without delay.
📈
Membership Coordinators
The volume of intake submissions during peak launch windows overwhelms your manual data entry capacity, leading to missed group assignments — automating both apps means every Tally submission routes respondents into the correct Heartbeat group instantly.
🎯
Course Administrators
You depend on intake forms submitted upstream to provision student accounts and course access in your community portal, causing bottlenecks when handoffs stall — this integration means form data flows straight into member actions without manual intervention.
🗂️
Operations Managers
You rely on accurate historical records of every member intake for compliance and reporting, but manual copy-pasting creates frequent errors in user databases — automating both apps means every Tally submission creates a clean, reliable member record.
Our team

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

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Why choose Integrately to automate Tally + Heartbeat

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

1,500+ apps connected
1,500+ apps connected
Connect Tally + Heartbeat 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 Heartbeat to Tally?
Frequently Asked Questions
You can connect Heartbeat to Tally in 1 click using ready workflows on Integrately or ask Integrately AI to build the automation and map the fields for your team.
Can I automatically add Tally form respondents to my Heartbeat groups?
Frequently Asked Questions
Can I connect Heartbeat, Tally, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Heartbeat and Tally?
Frequently Asked Questions
How does Heartbeat handle user profiles during form integrations?
Frequently Asked Questions
Can Tally trigger workflows when new responses are created?
Frequently Asked Questions
Do I need coding skills to integrate Heartbeat and Tally?
Frequently Asked Questions
Is the Heartbeat and Tally integration free?
Frequently Asked Questions
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You Can Also Connect Heartbeat or Tally With 1500+ Other Apps

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Tally
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