How to create a lead capture form in Tallyso for B2B sales teams

If you're in B2B sales, you know the difference between “a form” and “a form that actually gets useful leads.” This guide is for sales teams and marketers who want to build a no-nonsense lead capture form using Tally.so—without getting lost in the weeds or falling for the usual “just add more fields” trap. Let's make a form that gets you real prospects, not just emails from folks who'll never reply.

Why Use Tallyso for B2B Lead Capture?

Before we jump into the steps, a quick gut-check: why pick Tallyso over all the other form tools out there?

  • Fast setup, no code needed: You don’t need to beg IT for help or read a user manual.
  • Free plan is actually usable: For most B2B teams, you can get a solid form live without paying upfront.
  • Integrations that matter: Zapier, webhooks, native CRM support—Tallyso can usually get your leads where you need them.
  • Unbranded forms, even free: Your logo, not theirs. (Let’s be honest, that’s rare.)

Still, Tallyso isn’t magic. It won’t qualify leads for you, and it won’t fix bad marketing. But if you want to launch a form today, it’s hard to beat.

Step 1: Nail Down What You Actually Need to Ask

Don’t skip this. Most B2B forms fail because they ask too much—or too little.

What to include: - Name (split into first and last, if possible) - Business email (don’t settle for @gmail.com) - Company name - Job title - What they’re interested in (dropdown or checklist) - “How did you hear about us?” (helps sales later)

What to skip: - Phone number (unless you truly need it) - Detailed budgets - Company size (unless it changes your follow-up) - Any field you’ll never use

Pro tip: The more fields you add, the fewer leads you’ll get. Only ask what you’ll actually use in sales conversations.

Step 2: Create Your Form in Tallyso

  1. Sign up and log in.
    Go to Tally.so, make an account, and hit “New Form.” No guessing where to click.

  2. Title your form.
    Name it something like “Request a Demo” or “Contact Sales”—be specific, not generic.

  3. Add your fields.
    Tallyso works like a doc. Type / to see a list of blocks you can add, like:

  4. Short answer (for name, company)
  5. Email (use the email validation field)
  6. Dropdown or multiple choice (for “What are you interested in?”)

  7. Statement (for a quick privacy note, e.g., “We won’t spam you—ever.”)

  8. Make key fields required.
    Click the field, turn on “required.” Don’t force every field unless you want folks to bounce.

  9. Add logic, if you need it.
    If you want to show extra questions based on what someone selects, use Tallyso’s conditional logic.
    Example: If someone chooses “Enterprise Plan,” show a “Company size” field.

  10. Keep it short.
    Under 6 fields is the sweet spot. More than that, and you’re just giving your sales team less to work with.

Step 3: Set Up Notifications and Integrations

No one wants leads stuck in a spreadsheet. Here’s how to get your form talking to the rest of your stack.

  1. Email notifications:
    Under “Settings,” turn on email notifications for yourself or your sales team. You can customize who gets pinged.

  2. Send leads to your CRM:

  3. Zapier: Tallyso connects to Zapier, which can push submissions to HubSpot, Salesforce, Pipedrive, whatever.
  4. Native integrations: Tallyso now has direct integrations for a few CRMs—check their list, but don’t expect miracles.

  5. Webhooks: If you’ve got a dev handy, set up a webhook for instant lead delivery.

  6. Google Sheets:
    For simple setups, Tallyso can dump new entries into a Google Sheet. Not fancy, but it works.

Heads up: Integrations can break—always test with a real submission before sharing your form.

Step 4: Brand Your Form (But Don’t Go Overboard)

Looks matter, but people aren’t filling out your form for the design.

  1. Logo and colors:
    Add your company logo and tweak the colors to match your website. Don’t get lost in the details.

  2. Custom domain:
    On paid plans, you can use your own domain. This is worth it if you need trust signals, but honestly, most prospects won’t care.

  3. Remove Tallyso branding:
    Even on the free plan, you can do this. One less thing to worry about.

Don’t:
- Use background images that make text hard to read. - Add animations or fancy transitions. - Write paragraphs of copy no one will read.

Step 5: Add a Privacy Statement (Seriously)

B2B buyers care about privacy. Tallyso lets you add a consent checkbox or a simple link to your privacy policy.

  • Keep it simple: “By submitting this form, you agree to our Privacy Policy.”
  • GDPR/CCPA: If you’re dealing with the EU or California, cover your bases. But don’t turn your form into a legal document.

Step 6: Test Your Form Like a Real Prospect

This is where most people get lazy. Don’t.

  • Submit the form yourself—on desktop and mobile.
  • Check that required fields block submission if left blank.
  • Make sure notifications and integrations fire properly.
  • Try submitting junk data (e.g., “asdf@asdf.com”)—are you filtering for real business emails?
  • Fix any typos or awkward field labels.

Pro tip: Ask a coworker who wasn’t involved to try the form. They’ll spot what you missed.

Step 7: Publish and Promote Your Form

  1. Embed on your site:
    Tallyso gives you an embed code or direct link. Put the form where prospects actually go—your Contact page, a product page, or a landing page.

  2. Share in outbound:
    If your sales team emails prospects, use the direct form link instead of “reply to this email with your info.”

  3. Social and ads:
    If you’re running LinkedIn ads or campaigns, link directly to the form. But be honest—cold traffic won’t convert as well as warm leads.

What Works, What Doesn’t, and What to Ignore

Works: - Short, clear forms get more (and better) leads. - Routing leads instantly to your CRM or inbox means faster follow-up. - Personalization (like mentioning the rep’s name) can help, but don’t force it.

Doesn’t: - Asking for too much info up front. You’ll scare people off. - Over-designing. Prospects care about trust and clarity, not gradients. - Relying on notifications alone—set up a backup like Google Sheets.

Ignore: - Gimmicky features (like video questions or sliders) unless you have a specific use case. - “AI-powered” auto-qualification—most tools just guess and add confusion.

Keep It Simple and Iterate

You don’t need a masterpiece on day one. Get your Tallyso form live, collect some leads, and see what’s working (and what’s not). Shorten the form if you’re not getting enough submissions. Add a field if you’re getting junk leads.

The best lead capture forms are the ones that get used—and improved over time. Don’t overthink it. Get your form out there, and let real prospects show you what matters.