Automations & Use Cases

When someone fills out your Tally contact or lead form, their info goes straight into your CRM (customer relationship management software) without you lifting a finger. You stop copying names and emails by hand, and new leads get into your pipeline in seconds.

Save 3 hours/week on manual data entry and follow up with new leads within minutes instead of days.

Saves ~3 hrs/week

Right after someone submits your Google Form — a quote request, sign-up, or intake form — they get an automatic welcome or confirmation email through Mailchimp. You write the email once and it goes out every time, 24/7. This makes your business look responsive even when you're busy.

Respond to every new inquiry in under 2 minutes and save 2 hours/week on manual follow-up emails.

Saves ~2 hrs/week

When someone fills out your Google Form, their info goes straight into your CRM (customer relationship management software) — no copy-pasting needed. You set up a connector that watches for new form responses and creates a new contact automatically. This keeps your lead list clean and up to date without any manual work.

Save 3 hours/week on manual data entry and follow up with new leads the same day they contact you.

Saves ~3 hrs/week

Right after a customer pays in Square, this automation sends them a text or email asking for a Google review. You catch customers when they are happiest — right after a good experience. More reviews mean more people find your business online.

Get 10-15 new reviews per month and improve your local search ranking in 60 days.

Saves ~2 hrs/week

Every time someone buys from you in Square, their name and email get added to your Mailchimp audience (your list of email contacts). You can then send them a welcome email, a loyalty offer, or a review request — without copying and pasting anything. This turns every sale into a marketing opportunity.

Grow your email list by 20+ contacts/month and bring back customers without any extra work.

Saves ~1 hr/week

When a contact fills out a Typeform survey (an online form tool), their answers automatically add tags (labels) to their profile in Mailchimp. You can then send targeted emails to each group based on what they told you. This means the right message goes to the right person every time.

Save 2 hours/week on manual list sorting and boost email open rates by up to 15% with targeted messaging.

Saves ~2 hrs/week

When someone buys from your Shopify store, they automatically get added to a Mailchimp welcome email series. You set it up once, and new customers get a warm intro to your brand without you lifting a finger. This keeps new buyers engaged and coming back.

Save 3 hours/week on manual list updates and increase repeat purchases by staying top-of-mind with new customers.

Saves ~3 hrs/week

When a Stripe payment fails due to an expired card, Resend sends a friendly email with a link to update payment info. Recover revenue from involuntary churn.

Recover up to 30% of failed payments automatically.

Saves ~45 min/week

When a customer pays via Stripe, Zapier triggers a branded confirmation email through Resend with amount, date, and receipt link.

Deliver branded payment confirmations automatically, reducing 'did my payment work?' support tickets.

Saves ~30 min/week

When you add a contact to an Airtable base or change status to Follow Up, Gmail sends a personalized email using your templates. Great for event follow-ups and onboarding.

Never miss a follow-up — automatically reach every contact within 24 hours.

Saves ~1 hr/week

When Brandwatch detects a brand or competitor mention on social media, it creates a task in HubSpot. Respond quickly to praise and complaints.

Respond to brand mentions within an hour, protecting reputation and catching sales opportunities.

Saves ~1 hr/week

Use Cognism to find companies matching your ideal customer profile and push them directly into HubSpot as segmented lists. No more manual list building in spreadsheets.

Generate fresh, targeted prospect lists in minutes.

Saves ~2 hrs/week