- First, you need to register in ApiX-Drive
- Choose what data to transfer from Tally to Salesforce CRM
- Turn on auto-update
- Now the data will be automatically transferred from Tally to Salesforce CRM
Integration Tally + Salesforce CRM
Connect Tally and Salesforce CRM via web interface in 5 minutes, without programmers and special knowledge.
Create integration of Tally and Salesforce CRM yourself, without programmers
Other available integrations
Tally (154 available connectors)
Salesforce CRM (245 available connectors)
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Automation capabilities of
Tally and Salesforce CRM
Configure the rules once, according to which the systems will work.
Transmit data at specified intervals from Tally to Salesforce CRM.
Transmit data at specified intervals from Tally to Salesforce CRM.
Data source: Tally, available actions:
- Get DATA
Data receiver: Salesforce CRM, available actions:
- Create ACCOUNT
- Create POSSIBILITY
- Create TASK
- Create ORDER
- Create COMPANY
- Create CONTACT
- Create LEAD
F.A.Q. on integration of Tally and Salesforce CRM
How is integration of Tally and Salesforce CRM carried out?
How long does the integration take?
Depending on the system you want to integrate, the setup time may vary from 5 to 30 minutes. On average, it takes 10-15 minutes.
How much does it cost to integrate Tally with Salesforce CRM?
You don't need to pay for the integration, as all the functionality is available at all plans. You pay only for the amount of data transferred from one of your systems to another through our service. If you have a small amount of data per month, you can use a free plan and switch to a paid one, if necessary. More information about plans .
How many integrations are available in Apix-Drive?
At the moment, we have 268+ integrations beside Tally and Salesforce CRM
Information about Tally
The free Tally service is designed for developing online forms in no-code mode. Thanks to its convenient block-based interface, this process takes just seconds and is no more difficult than writing a text document. The platform provides ready-made form templates of many types, including for transferring contacts, uploading files, making payments, signatures, etc. Tally helps you easily and quickly create surveys, quizzes, lead generation forms and other types. Users have the ability to generate an unlimited number of forms while maintaining data confidentiality. More
Information about Salesforce CRM
The Salesforce CRM CRM platform offers users a range of solutions for customer relationship management, team customization, as well as marketing automation, analytics, customer service, and self-service application development. The company, which was founded in the United States in 1999, estimates that more than 150,000 companies worldwide are using its capabilities, including retailers, the financial sector, transportation companies, government and charitable organizations, and more. More
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