Convert form responses into CRM contacts
When a prospect submits a new form response in Tally, automatically create or update their contact profile in Maximizer.
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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.
Maximizer Explore Maximizer →
TriggersFires when a new contact or lead is added to Maximizer.
Fires when a field on a contact changes in Maximizer.
Fires when a deal, case or record moves to a new stage in Maximizer.
Fires when a deal is marked won in Maximizer.
Creates or updates a contact in Maximizer.
Creates a new deal in Maximizer.
Moves a deal or record to a new stage in Maximizer.
Logs a call, email, or note against a record in Maximizer.
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 Maximizer + Tally workflows
Send customer feedback surveys on closed deals
When a deal is marked won in Maximizer, 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 Maximizer so reps see customer sentiment.
See details
See all Maximizer + Tally integrations → · Browse the full workflow library →
Common questions
Can Knit build “Convert form responses into CRM contacts” between Maximizer and Tally?
Yes — describe it in the box above and Knit's Integrations Agent researches Maximizer 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 Maximizer?
Yes, inbound responses from Tally can instantly generate new lead records or deals in Maximizer without manual data entry.
Can I send survey invitations based on deal updates in Maximizer?
Yes, when a deal is won or updated in Maximizer, you can automatically add the contact as a respondent in Tally to collect feedback.