Connect Tally to Email Calculator
Track lead generation and form submissions from your email campaigns by connecting Tally
Step 1: Get Your Tally API Key
- Log in to your Tally account
- Navigate to Settings
- Click on Integrations in the sidebar
- Find the API section
- Click Generate API Key
- Name it "Email Calculator"
- Copy your new API key immediately (you won't be able to see it again)
Security Note: Never share your API key publicly or commit it to version control. Treat it like a password. We only request read-only access to form submissions.
Step 2: Connect to Email Calculator
- Go to your Email Calculator Settings page
- Find the API Integrations section
- Select Leads as the integration type
- Choose Tally from the platform dropdown
- Paste your API Key
- Enter your Form IDs (comma-separated if multiple)
- Click Connect Platform
- Wait for the green checkmark confirmation
💡 Finding Your Form IDs
You can find your Form ID in the URL when viewing or editing a form. For example, in https://tally.so/r/form-abc123, the Form ID is "form-abc123". Enter multiple Form IDs separated by commas to track leads from multiple forms.
✓ What We Access
We only read form submissions (response data, email addresses if collected, submission timestamps) to match with your email campaigns. We never modify forms or responses.
Step 3: Track Campaign Lead Generation
- Navigate to your Dashboard
- Click the + New Report button
- Select your email platform and campaign
- In the Leads section, select Tally
- Email Calculator will automatically match form submissions to campaign recipients
- View lead count, conversion rate, and lead quality metrics
💡 How Lead Matching Works
We match Tally form submissions to email campaign recipients by email address within a configurable time window after the campaign was sent. This lets you attribute leads and calculate campaign-driven conversion rates.
Lead Metrics You'll Get from Tally
Lead Generation Metrics
- • Total Leads / Form Submissions
- • Lead Conversion Rate (% of recipients who submitted)
- • Coverage (% of recipients matched to submissions)
- • Leads per Email Sent
- • Submission Timestamps
- • Lead Email Addresses (when collected in form)
- • Form Field Data (all captured responses)
Common Questions
Why isn't my API Key working?
Make sure you've copied the complete API key without any extra spaces. Ensure the key hasn't been revoked in your Tally settings. Verify you're using the correct API key format that starts with your workspace identifier.
How does email-to-lead matching work?
We match Tally form submissions to email campaign recipients by comparing email addresses. Your Tally form must collect email as a field for matching to work. Submissions within your configured attribution window (e.g., 14 days) after the campaign are attributed to that campaign.
What if I don't see any leads or submission data?
Verify that your Form IDs are correct and include the "form-" prefix. Ensure your Tally forms collect email addresses in one of the fields. Check that you have form submissions within the selected date range. Make sure respondent emails match those in your campaign recipient list.
Is my form and respondent data secure?
Yes. We only request read-only access to form submissions. We extract email addresses and submission timestamps for matching purposes. Your API key is encrypted and stored securely. You can revoke access at any time from your Tally settings.
Can I disconnect my Tally account later?
Yes. You can disconnect Tally at any time from your Email Calculator Settings page. Click the trash icon next to your Tally integration. Your existing lead attribution data will remain in your reports, but new submissions won't be tracked.
What makes Tally different from other form builders?
Tally offers beautiful, Notion-like forms with a simple interface and powerful features like conditional logic, file uploads, and payment collection. It's perfect for creating engaging forms that convert email campaign recipients into qualified leads.