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Connect a Tally form to Reevo to create or update CRM records and run a Reevo workflow whenever someone submits the form.

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Before you start

You need a Tally form and an external form created in Reevo. Follow Connecting an External Form to Reevo to create it and copy its webhook URL. Use clear, unique question labels in Tally. Reevo uses those labels as the source fields that you map to your CRM.

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Add the webhook URL in Tally

  1. Publish your Tally form.
  2. Open the form’s Integrations tab.
  3. Find Webhooks and click Connect.
  4. Paste the webhook URL you copied from Reevo as the endpoint URL.
  5. Save the webhook.
Tally's Integrations tab with the Webhooks integration and its Connect action highlighted.

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Map and test the form in Reevo

  1. Submit the published Tally form using recognizable test values.
  2. Return to the external form builder in Reevo and click Populate from submission.
  3. Select the Tally test submission.
  4. Map each Tally question label to its Contact or Account field.
  5. Configure the connected workflow, then click Launch.
  6. Submit the Tally form again and confirm the submission and workflow appear in Reevo.
If you change a question label after mapping it, send another test submission and update the corresponding source field in Reevo.

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Troubleshooting Tally

  • No submission appears in Reevo: confirm that the form is published and that the saved endpoint exactly matches the URL from Reevo.
  • A question is missing: make sure the test submission contains an answer for that question, then populate the payload schema again.
  • A mapping stops working after editing the form: check whether the Tally question label changed, then remap the updated source field.