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