Agent & Attribution
Tally

Tally

Point your Tally form webhook at Finseo and every "How did you hear about us?" answer is categorized into ChatGPT, Perplexity, Claude, and other AI search channels automatically.

Overview

What you getwith the Tally integration

Finseo connects to Tally through the native webhook on each form. Add a "How did you hear about us?" question and an email field, point the webhook at your Finseo project URL, and every submission arrives pre-categorized. Finseo detects Tally's data.fields format, locates the attribution question by label, picks up the email automatically, and normalizes the free-text answer into channel buckets such as ChatGPT, Perplexity, Claude, Gemini, and Google AI Overviews. The email becomes a merge key, so a later Stripe payment, Pipedrive deal, or WooCommerce order is attributed back to the original AI source.

Use cases

What you can dowith Tally and Finseo

01

Lead source attribution

Add "How did you hear about us?" to your demo request or contact form. Every submission tells you whether the lead found you through ChatGPT, Perplexity, Google AI Overviews, or another channel.

02

Signup attribution for SaaS

Use a Tally form as your waitlist or onboarding survey. The answer and email are stored together, and the later payment from Stripe merges automatically within 90 days.

03

Post-purchase survey

Embed a Tally form on your thank-you page or in the order confirmation email. Answers merge with orders from WooCommerce, Shopware, or Shopify via email.

04

Multilingual forms

Run the attribution question in German, French, or any language. Map the field once under Attribution, Workflows and every future submission parses automatically.

05

AEO reporting

See what share of form submissions name an AI engine over time and use it as a leading indicator for your Answer Engine Optimization (AEO) work in Finseo.

Why it matters

Why Tally customersneed AI visibility tracking

Tally is a popular free form builder for startups, agencies, and creators, and its forms often sit exactly where attribution matters: demo requests, waitlists, and checkout follow-ups. A self-reported "How did you hear about us?" answer is the most reliable way to catch AI search referrals, because ChatGPT and Perplexity visits usually show up as direct traffic in analytics. Finseo parses Tally payloads natively, so the question goes live in minutes without Zapier, Make, or field mapping, and the answers feed revenue attribution per AI engine.

Comparison

Tally alonevs Tally with Finseo

How using Tally on its own compares to pairing it with Finseo for AI visibility and attribution.

Answer collection

Tally alone

Tally responses table

With Finseo

Categorized in Finseo automatically

AI channel detection

Tally alone

Manual reading of free text

With Finseo

Normalized into ChatGPT, Perplexity, Claude buckets

Setup

Tally alone

Zapier or Make bridge

With Finseo

Native Tally webhook, no mapping

Revenue link

Tally alone

None

With Finseo

Email merges with deals and orders

Real time

Tally alone

CSV exports

With Finseo

Every submission within seconds

How to connect

Connect Tally to Finseoin 5 steps, no code required

Step 01

Get your Finseo webhook URL

In Finseo, click Connect on the Tally integration card, or open Attribution, then Set up attribution. Copy the webhook URL including the token.

Step 02

Add the attribution question

In your Tally form, add a question like "How did you hear about us?" and an Email field. Free text works best because Finseo normalizes the answers.

Step 03

Connect the webhook

Open the form, go to Integrations, then Webhooks, then Connect. Paste your Finseo webhook URL as the endpoint and save.

Step 04

Submit a test response

Fill in the form once with an answer like "ChatGPT". The response appears in Finseo within seconds, categorized into the AI Search bucket.

Step 05

Map custom labels if needed

If your question uses a very different label, open Attribution, then Workflows in Finseo and point the mapping at the right field. Future submissions parse automatically.

FAQ

Tally and AI search visibilityquestions people ask before choosing a tool

Finseo offers a native Tally integration that receives every form submission through Tally's built-in webhook and categorizes the "How did you hear about us?" answer into ChatGPT, Perplexity, Claude, Gemini, and Google AI Overviews automatically. No Zapier or Make is needed, and the email becomes a merge key for later revenue.

Add a "How did you hear about us?" question and an Email field to your Tally form, then point the form webhook at Finseo. Finseo normalizes free-text answers like "ChatGPT" or "asked an AI" into AI Search buckets, so every Tally lead shows whether it came from ChatGPT, Perplexity, or another channel.

Yes. Finseo is a Generative Engine Optimization (GEO) platform with a native Tally integration. Tally collects the responses but leaves them as free text in a table, while Finseo tracks your visibility in ChatGPT and Perplexity and turns Tally answers into channel shares and revenue per AI engine. You keep Tally, Finseo adds the attribution.

In Finseo click Connect on the Tally integration card and copy the webhook URL including the token. In Tally open the form, go to Integrations, then Webhooks, then Connect, paste the Finseo URL as the endpoint, and save. Submit a test response and it appears in Finseo within seconds. No field mapping required.

Finseo reads Tally's data.fields payload, locates the attribution question by its label, and picks up the field of type Email automatically. The answer text is normalized into a channel bucket and the email is stored as a merge key for later Stripe, Pipedrive, WooCommerce, or Shopware conversions. Data flows one way from Tally to Finseo.

Yes. All Finseo integrations, including Tally, are included on every Finseo plan without extra fees. On the Tally side, webhooks live in the Integrations menu of each form and are configured per form. Check Tally's current plan page for any limits, since Finseo adds no requirements of its own.

Yes. Use a Tally form as your waitlist or onboarding survey with the source question and an Email field. Finseo stores the answer and email together, and when the Stripe payment with the same email arrives within 90 days, the revenue is attributed to the original AI source. SaaS teams use this to guide Answer Engine Optimization (AEO).

Tally stores answers as free text and has no notion of AI search channels. Visits from ChatGPT and Perplexity usually appear as direct traffic in analytics, so a self-reported answer is the most reliable signal. Finseo parses Tally payloads natively and normalizes answers into ChatGPT, Perplexity, and other channel buckets.

Finseo could not find an answer field by keywords, usually because the Tally question label is unusual or in another language such as German or French. Open the auto-created workflow under Attribution, then Workflows, and point the mapping at the right field once. All future Tally submissions from that form parse automatically.

Mit uns sprechen

Connect Tally and dominate AI search

Join hundreds of brands using Finseo to track and improve their visibility in ChatGPT, Perplexity, Claude, Gemini, and Google AI Overviews.