The Stack
| Role | Tool | Plan | Cost |
|---|---|---|---|
| Form | Tally | Free | $0/mo |
| CRM | HubSpot | Free Tools | $0/mo |
| Automation | Zapier | Free | $0/mo |
| Total | $0/mo | ||
Free tier limits: Tally: unlimited forms and submissions. HubSpot Free: unlimited contacts, 2,000 email sends/mo. Zapier Free: 100 tasks/month, two-step only.
Step-by-Step Setup (30 Minutes)
Minutes 1–10: Create the Form in Tally
Sign up at tally.so. Create a new form with fields: Name, Email, Company, Message. Add conditional logic if needed (free). Style the form. Copy the embed code or share link. Tally's Notion-like editor makes this fast.
Minutes 10–20: Set Up HubSpot Free CRM
Create a HubSpot account (free). Set up your deal pipeline with stages: New Lead, Contacted, Meeting Scheduled, Proposal Sent, Won/Lost. Create custom contact properties that match your Tally form fields.
Minutes 20–30: Connect with Zapier
Create a Zap: Trigger — Tally “New Submission.” Action — HubSpot “Create Contact.” Map form fields to HubSpot properties. Test the Zap. This uses 1 task per submission on Zapier Free (100/month).
When to Upgrade
| Trigger | Upgrade To | Cost |
|---|---|---|
| More than 100 leads/month | Make Core (replace Zapier) | $10.59/mo (10,000 ops) |
| Need multi-step automation | Zapier Professional | $29.99/mo (750 tasks) |
| Need CRM automation | HubSpot Starter | $20/seat/mo |
| Remove Tally branding | Tally Pro | $29/mo |
FAQ
Why Tally instead of Typeform?
Tally Free gives unlimited forms and unlimited submissions. Typeform Free gives 10 responses/month. For lead capture, Tally is the clear winner on free tier.
Why not use HubSpot's built-in forms?
HubSpot Free includes forms, but they have HubSpot branding and limited design options. Tally gives you a better-looking form with a Notion-like editor, plus conditional logic, all for free.