Tally's native Attio integration lets you trigger Attio workflows automatically whenever someone submits your form, no Zapier or third-party automation tool needed.

Each form field is passed to Attio so you can route responses directly into CRM records, pipelines, and automations without any manual data entry.

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The Attio integration is available for free to all Tally users.

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Tally form logo connected to Attio logo in a pink cloud full of forms



How it works

The Attio integration works through Attio's workflow builder. You add a Tally: Form submitted trigger block to any Attio workflow, connect your Tally account via OAuth, and select a form. From that point, every new submission fires the workflow automatically, with all form fields available as typed outputs to downstream blocks.

1. Connect your Tally account

In your Attio workspace, go to Workspace settings, select Apps, search for the Tally integration page, and click Install. Follow the OAuth prompts to authorize Attio to access your Tally workspace.

Attio Workspace settings showing the Tally integration page with an Install button

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Only admins can install apps in Attio. Once installed, the Tally connection is available to all workspace members, no individual setup needed.

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2. Open Attio's workflow builder

With your Tally account connected, navigate to Workflows in Attio and create a new workflow (or open an existing one).

Attio workflow builder interface with an empty workflow ready to configure

3. Add the "Form Submitted" trigger

Click Start from scratch or Add block, search for Tally, and select Form submitted.