TallyBeta
Forms & surveys
Ziikly finds your Tally submissions that mention the customer's email — read-only, so it can never edit or delete responses.
What you can see
- ✓Form submissions by email
- ✓Answers to lead and onboarding questions
- ✓Submission dates
Common use cases
- →See what a lead answered in their intake form without opening Tally
- →Pair form answers with purchases and email state
- →Understand how a customer described their needs at signup
Going deeper with Tally
Tally answers in the customer record
Tally makes it easy to collect leads and onboarding answers, but that data sits apart from the customer's purchases and email. Ziikly scans your Tally submissions for the customer's email and shows what they answered, right next to their payments and subscription state.
The connection uses a read-only API key, so Ziikly can display submissions but never edit or delete them. Support and success teams see the signup story without Tally edit access.
How to connect
Tally → Settings → API → create an API key and paste it.
Connect Tally nowZiikly is a customer lookup tool
Connect Tally and search a customer's email to see their payments, orders, invoices, tickets and tasks — from every tool you use — in one read-only view.