How to automatically create a new contact or update an existing one in Apollo every time there's a new form submission in Tally

In this how-to guide

How to automatically create a new contact or update an existing one in Apollo every time there's a new form submission in Tally
1. Set the Tally trigger as “New form submission”
2. Add the “Create or update contact” step in Apollo
3. Activate your playbook
Learn more about integrating with Apollo and Tally
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Relay.app is an automation tool that lets you automate actions across Apollo, Tally, and many other apps. In this guide, we'll show you how to automatically run the “create or update contact” action in Apollo for each new form submission in Tally using Relay.app.

Try it in Relay.app

Tally > Apollo

Trigger

Last triggered

New form submission

Create or update contact

Set the Tally trigger as “New form submission”

A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Tally trigger to initiate your playbook's actions every time there's a new form submission. Click "Add trigger" in your playbook and choose "New form submission" from the dropdown menu under Tally.

If you still need to connect your Tally account to Relay.app yet, a prompt will guide you through the process.

Add the “Create or update contact” step in Apollo

Integrate the Apollo automation into your playbook to ensure the prompt creation of a new contact or update an existing one in Apollo every time there's a new form submission in Tally.

Click the "Add step" button, locate the “Create or update contact” automation for Apollo, and input the mandatory and relevant details.

If your Apollo account still needs to be 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 Apollo account.

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically create a new contact or update an existing one in Apollo every time there's a new form submission in Tally without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.