Tally Integration
Send Tally form responses into Convertmax so lead capture from your forms joins the same identity, scoring, and attribution pipeline as the rest of your marketing.
Every Tally submission feeds identity resolution, daily reporting, and sales attribution—so forms contribute to the full customer picture.
What the integration does
Capture leads from Tally forms and connect them to attribution and revenue reporting—built for teams that love Tally's form builder.
Link your Tally forms to Convertmax so new submissions flow in automatically as people fill them out.
Email and phone from Tally submissions are recognized automatically—no manual setup for every new form you publish.
Tally submissions appear alongside leads from HubSpot, WordPress, Make, and your other connected sources.
Connect form fills to site visits, ad clicks, and CRM records when submissions include contact information.
See which campaigns and channels drove Tally form submissions and the revenue that followed.
Add Convertmax as a webhook destination in Tally—one connection covers your forms without rebuilding each one.
Built for revenue-focused attribution
Tally form submissions sit alongside your other lead sources in Convertmax—same attribution, same reporting, one customer view.
When someone fills out a Tally form, email and phone are captured automatically so you spend less time mapping fields and more time acting on leads.
How it works
Create your Tally integration in Convertmax to start receiving form submissions.
Add Convertmax as a webhook destination in Tally using the URL and credentials from your dashboard.
Fill out a test form to confirm submissions arrive with the right contact details.
Form fills start contributing to identity profiles, campaign reporting, and revenue attribution.
Questions about setup, identity stitching, or rolling this out across your stack? Email help@convertmax.io or book time with the team.