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