This guide explains how to automate data creation in Stood (accounts, contacts, deals) from Tally.so form submissions, using Make.com as the integration platform.
Check details about Make integration
Integrating Tally (a simple and popular form-building tool) with Stood via Make allows you to:
Automate Lead Creation: Each form submission can automatically create a new Deal, Contact, and/or Account in Stood, eliminating manual data entry.
Capture Tracking Data: By using hidden fields in Tally, you can capture URL parameters (like utm_source, partnerkey, or campaign_id) and inject them directly into custom fields in Stood.
Standardize Data: You can set default values directly in Make (like the Deal "Stage," "Source Name," or a provisional closing date) to ensure your CRM data is consistent.
Enrich Profiles: Merge form information with static data to create complete records in Stood from day one.
Tally.so Account: With a published form.
Make.com Account: To build the automation scenario.
Stood CRM Connector for Make: Ensure you have added the Stood connector to your Make environment.
The key to a successful integration is preparing your Tally form correctly.
Standard Fields: Add the fields you need (e.g., First Name, Last Name, Email, Phone).
Tracking Fields (Hidden Fields): This is the most important step for tracking.
In Tally, add a "Hidden field" (via + > Hidden).
Name this field with the key you want to capture from the URL. For example: partnerkey, utm_source, or campaign.
Now, if your form is called with a URL like ...tally.so/form?partnerkey=CODE123, the partnerkey field will automatically capture the value CODE123.
Settings: (Optional) Configure the language and notifications as needed.
Trigger: Create a new scenario in Make.
Module: Tally
Action: Watch New Responses
Configuration: Connect your Tally account and select the form you just configured.
Module: Stood CRM (your custom connector)
Action: Submit Form
Configuration: Connect your Stood module using the required credentials (teamId, teamKey, function base url) provided for your environment.
This is where you define what data goes where.
Mapping Standard Fields:
Deal: Name: Map the Last Name field from Tally. You can concatenate fields (e.g., Last Name + First Name + Source).
Contact: Email: Map the Email field from Tally.
Contact: Phone: Map the Phone field from Tally.
Defining Static Values:
Deal: Stage: Enter a fixed value, for example s0 (for "New").
Source Name: Enter a fixed value, for example Webform Tally.
Using Make Formulas:
Deal: Closing Date: Use a Make formula to set a default closing date, for example {{addDays(now; 7)}} for 7 days from now.
Mapping Custom Fields:
This is where you use your hidden field from Tally.
Click Add item in the "Custom Fields" section.
Field Path: Specify the exact field path in Stood, using dot notation. For example: deal.partnerKey or account.marketingSource.
Value: Map the hidden field from your Tally module (e.g., [1. Fields: partnerkey]).
A prospect visits your URL: ...tally.so/form?partnerkey=CODE123.
The prospect fills out the form (Name, Email...). The partnerkey field is automatically filled in the background.
Make.com detects the submission.
The Stood module receives the information.
A new Deal is created in Stood
This configuration provides a robust and automated solution to turn form submissions into actionable, enriched CRM data.