Immediately Call Leads Who Fill Out a Tally Form with AI Phone Agents

One of the most effective ways to increase conversions is to follow up with new leads instantly. With Pod, you can connect your Tally forms to an AI phone agent so that as soon as someone submits a form, they receive a phone call.

This removes delays in your lead response process and ensures every potential customer is contacted while their interest is still high.

How It Works

1. Set up your outbound agent

• Log in to your Pod dashboard.
• Create a new agent and write a prompt that makes it clear the agent is making outbound calls to new leads.
• Save your changes so the agent is ready to use.

👉 For more details, see Creating an Outbound Agent

2. Connect a phone number

• Go to the Phone Numbers section of the dashboard.
• Choose your provider (Twilio or Telnyx).
• Import or purchase a number.
• Save it, and assign it to your outbound agent in the Setup tab.

👉 For more details, see Phone Number Setup Overview

3. Connect Tally and Pod through Zapier

• In Zapier, create a new Zap.
• Set Tally Form Submission as the trigger.
• Add Pod as the action, and select Initiate Call.
• Map the fields from your Tally form (like name and phone number) to Pod.

👉 For more details, see Zapier for Outbound Calls

4. Test your setup

• Fill out your Tally form with a test submission.
• Confirm that your Pod agent immediately initiates a call to the phone number provided.
• Adjust your Zap or agent prompt if needed.

Best Practices

• Personalize with fields: Pass details like name, product interest, or appointment date from your Tally form to make each call more relevant.
• Update your agent’s prompt: Make sure your agent’s instructions mention how it should handle these lead calls.
• Add call transfers if needed: If the AI should escalate to a live rep, configure transfers.

👉 Guide: Setting Up Call Transfers

Why This Matters

• 78% of customers buy from the first company that responds to them.
• Delaying follow-up by even 30 minutes can drastically reduce your conversion rate.
• AI agents ensure no lead slips through the cracks, even outside business hours.

FAQ

Can I use this with forms other than Tally?

Yes — you can use Typeform, Webflow, or any Zapier-supported form tool. The setup is nearly identical.

Can the AI transfer the call to a human if needed?

Yes — you can configure transfers so that if a lead requests to speak with someone, the call is handed off seamlessly.

👉 Guide: Setting Up Call Transfers

What happens if a lead submits multiple times?

Each submission will trigger a new call. You can manage this by adding filters or conditions in Zapier to avoid duplicates.