Supercharge Tally Forms with Zixflow Automations

Use Tally + Zixflow to turn simple form submissions into powerful workflows. Automatically capture leads, update your CRM, trigger follow-ups, and streamline your operations—all without writing a single line of code.

Whether it's for lead generation, event registration, surveys, or feedback, every Tally form submission becomes a trigger point for action inside Zixflow.

How It Works

Setting up your Tally form with Zixflow is quick and seamless:

1. Copy Your Webhook URL: Grab your unique webhook URL from Zixflow.
2. Paste into Tally: In your Tally form, go to Settings → Integrations → Webhooks, then paste the Zixflow webhook.
3. Submit a Test Entry: Fill and submit the form to test the connection. If successful, Zixflow will confirm receipt.
4. Map Your Data in Zixflow Flows:
   • Go to Flows → Add Trigger → Tally Forms
   • Choose your integration from the dropdown
   • Add a “Create or Update Record” node
   • Map form fields to your CRM collections
   • Add future nodes for follow-ups, messages, or task assignments

Just like that, your Tally form becomes a full-on automation engine.

What You Can Do with Tally + Zixflow

• Capture and Sync Contacts: Auto-store form submissions as CRM records.
• Trigger Follow-ups: Send messages via WhatsApp, SMS, Email, or RCS right after submission.
• Assign Tasks Automatically: Route leads to sales reps or assign actions to teams.
• Build Rich Campaign Flows: Use form data to trigger multistep campaigns in real time.
• Analyze and Optimize: Track submission activity, measure conversions, and refine campaigns—all from one dashboard.

Real-World Use Cases

• 🧲 Lead Gen Forms: Turn every new submission into a lead with instant follow-up.
• 🗓️ Event Signups: Automatically send confirmations and add to attendee lists.
• 💬 Feedback Collection: Route form responses to teams or trigger alerts.
• 🧠 Quizzes & Surveys: Capture responses, segment users, and tailor future communication.

Simple Form. Smarter Automation.

With Zixflow + Tally, your forms go from passive data collectors to dynamic workflow starters. Automate faster, follow up smarter, and convert better—starting today.

👉 Connect Your Tally Form to Zixflow and experience hands-free automation.

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