Convert form responses into CRM contacts
When a prospect submits a new form response in Tally, automatically create or update their contact profile in IXACT Contact.
See all IXACT Contact + Tally integrations or talk to a human
4.9/5 on G2·
Google for Startups Accelerator
How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
IXACT Contact Explore IXACT Contact →
TriggersFires when a new contact or lead is added to IXACT Contact.
Fires when a field on a contact changes in IXACT Contact.
Fires when a deal, case or record moves to a new stage in IXACT Contact.
Fires when a deal is marked won in IXACT Contact.
Creates or updates a contact in IXACT Contact.
Creates a new deal in IXACT Contact.
Moves a deal or record to a new stage in IXACT Contact.
Logs a call, email, or note against a record in IXACT Contact.
Tally Explore Tally →
TriggersFires when a form is submitted in Tally.
Fires when a respondent finishes a survey in Tally.
Fires when an existing response is edited in Tally.
Creates or updates a form or survey in Tally.
Looks up a specific form response in Tally.
Adds a respondent or contact to a form in Tally.
More IXACT Contact + Tally workflows
Send customer feedback surveys on closed deals
When a deal is marked won in IXACT Contact, automatically add the customer as a respondent in Tally to gather post-sale feedback.
See details
Log survey feedback directly to CRM activity logs
When a customer completes a survey in Tally, automatically log the activity under their profile in IXACT Contact so reps see customer sentiment.
See details
See all IXACT Contact + Tally integrations → · Browse the full workflow library →
Common questions
Can Knit build “Convert form responses into CRM contacts” between IXACT Contact and Tally?
Yes — describe it in the box above and Knit's Integrations Agent researches IXACT Contact and Tally's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
Can form submissions automatically create deals in IXACT Contact?
Yes, inbound responses from Tally can instantly generate new lead records or deals in IXACT Contact without manual data entry.
Can I send survey invitations based on deal updates in IXACT Contact?
Yes, when a deal is won or updated in IXACT Contact, you can automatically add the contact as a respondent in Tally to collect feedback.