Integrationsarrow_forwardFollow Up Boss Integrationsarrow_forward

Follow Up Boss + Tally Integrations

Connect for free

On this page

Connect Follow Up Boss to Tally
Example workflows
Inspirational workflows
Triggers and actions
Follow Up Boss + your other apps
Tally + your other apps
Related blog posts
FAQ

Follow Up Boss + Tally integrations

Use Relay.app's Tally integrations to trigger actions across your apps

Overview

Connect Follow Up Boss to Tally in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Follow Up Boss, Tally, and many other popular SaaS applications.

Check below for example workflows using Follow Up Boss and Tally, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Example Follow Up Boss + Tally workflows

arrow_forward

Automatically create person in Follow Up Boss for each new form submission in Tally

Try it

arrow_forward

Update person automatically in Follow Up Boss for each new form submission in Tally

Try it

arrow_forward

Add tag to person automatically in Follow Up Boss for each new form submission in Tally

Try it

arrow_forward

Automatically remove tag from person in Follow Up Boss for each new form submission in Tally

Try it

arrow_forward

Create deal automatically in Follow Up Boss for each new form submission in Tally

Try it

Inspirational workflows

Visit the template gallery ➔

Create Hyper Personalized Sales Scripts When Someone Submit a Form

Transform form submissions into tailored sales scripts using LinkedIn profile analysis.

Marketing

Relay.app workflow screenshot: Create Hyper Personalized Sales Scripts When Someone Submit a Form

Website Roaster

Relay.app workflow screenshot: Website Roaster

Follow Up Boss Triggers

Appointment

edit

Appointment changed

target

Appointment first meets conditions

add

New appointment added

Deal

edit

Deal changed

target

Deal first meets conditions

add

New deal added

Person

add

New person added

edit

Person changed

target

Person first meets conditions

Tally Actions

No Tally actions yet

Request an action

Tally Triggers

Form

assignment

New form submission

Follow Up Boss Actions

Action plan

add_box

Apply action plan to person

Find action plan(s)

Appointment

add

Create appointment

Find appointment(s)

edit

Update appointment

Appointment outcome

Find appointment outcome(s)

Appointment type

Find appointment type(s)

Call

add

Create call

Find call(s)

Deal

add

Create deal

Find deal(s)

edit

Update deal

Deal pipeline

Find deal pipeline(s)

Lead

new_label

New lead, inquiry, or website activity

Note

add

Create note

edit

Update note

Person

new_label

Add tag to person

add

Create person

Find person / people

label_off

Remove tag from person

edit

Update person

Person stage

Find person stage(s)

Task

add

Create task

Find task(s)

edit

Update task

Text message

add

Create text message

Find text messages for person

User

Find user(s)

Create your own Tally + Follow Up Boss integration

Select a trigger in Tally

Select an action in Follow Up Boss

Create your workflow

Connect Follow Up Boss to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Tally to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

The best form automation software in 2024

Looking to streamline your workflow and reduce your workload? Form automation software transforms tedious manual processes into streamlined, automatic workflows, saving time and reducing errors

Whitney Hazard

Apr 17, 2024

App Recommendations

8 popular form building tools to make data capture a breeze in 2024

A list of the best online form builders broken down by use case—from Tally to Fillout.

Whitney Hazard

Dec 8, 2023

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Follow Up Boss to Tally with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in Follow Up Boss or Tally to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Follow Up Boss and Tally to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting Follow Up Boss to Tally?
link
Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Follow Up Boss and Tally—give it a try and let us know what you think.

See why people love Relay.app

Salama💯

@SalamaErgossum

Just ran my first automation workflow with @relay !

I wanted to send newsletters from Outlook to Notion, and it was so easy I almost cried—after struggling and giving up with other tools like Make.

Huge thanks to @relay for empowering non-tech folks like me!

Marco Elizalde

@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

Lucas Grey

@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

Rafa

@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app

Duke Dao

@dummy_coder

.@relay is just straight out awesome. Give it a try

Benjamin Borowski👨‍🚒

@typeoneerror

Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.

Notion Coach

@NotionCoach

Finally getting a chance to explore @relay and wow, UX feels leaps ahead of Zapier/Make.

Maayan

Co-Founder at Elementary

You saved me thousands of dollars in engineering work.

Eva (Ziki) Zivanovic

@ZikiDoesNotion

If you’re never heard of @relay you’re missing out BIG TIME.

Relay.app is an automation app that has been getting a lot of traction lately.
And for good reason.

What makes them unique on the market is their Human-In-The-Loop functionality.

This functionality basically allows your company to add intermediate manual steps that can add unique judgment, context, and perspective.

Client onboarding workflow screenshot in Relay.app

Visit our wall of love

New to Relay.app? Learn how to automate your first workflow

What will you automate?

Get started for free

Follow Up Boss + Tally integrations

Example Follow Up Boss + Tally workflows

Automatically create person in Follow Up Boss for each new form submission in Tally

Update person automatically in Follow Up Boss for each new form submission in Tally

Add tag to person automatically in Follow Up Boss for each new form submission in Tally

Automatically remove tag from person in Follow Up Boss for each new form submission in Tally

Create deal automatically in Follow Up Boss for each new form submission in Tally

Inspirational workflows

Create Hyper Personalized Sales Scripts When Someone Submit a Form

Website Roaster

Create your own Tally + Follow Up Boss integration

Connect Follow Up Boss to your other apps

Or connect Tally to your other apps

Related blog posts

The best form automation software in 2024

8 popular form building tools to make data capture a breeze in 2024

FAQ

What is Relay.app?

How do I connect Follow Up Boss to Tally with Relay.app?

Is Relay.app a Zapier alternative for connecting Follow Up Boss to Tally?

See why people love Relay.app

New to Relay.app? Learn how to automate your first workflow

What will you automate?