How to create a HubSpot deal from a newly submitted Tally form

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "New form submission" under Tally automation. Then, select the form you want to track. This will allow your playbook to automatically detect the new form submission in Tally and initiate necessary actions.

If this is your first time using a Tally integration in Relay, you'll be prompted to connect your Tally account.

Integrate the HubSpot automation into your playbook to ensure the prompt creation of a new deal for each respondent that submitted in Tally.

Click the "Add step" button, then locate the "Create deal" automation for HubSpot and input the mandatory and relevant details.

If your HubSpot account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your HubSpot account.

Activating your playbook is the final step to automate the creation of a new deal in HubSpot. Once turned on, it will respond when a new respondent submits a form in Tally by creating a corresponding deal in HubSpot without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.