Step 1: Create New Zap
- Trigger App: Tally
- Trigger Event: New Form Submission
- Action App: Notion
- Action Event: Create Database Item
Step 2: Configure Trigger
- Connect your Tally account
- Select your lead capture form
- Test trigger with a sample submission
Step 3: Configure Notion Action
Map Fields Exactly Like This:
- Database: Select your "Lead Pipeline" database
- Full Name (Title): Map to Tally "Full Name"
- Email: Map to Tally "Email"
- Company: Map to Tally "Company"
- Phone: Map to Tally "Phone"
- Lead Source: Map to Tally "Lead Source"
- Status: Set to "New" (static value)
- Priority: Set to "Warm" (static value)
- Notes: Map to Tally "Notes"