Connect Tally and Pipedrive to power AI-driven automation

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Launch your first automated workflow

Start with a template that brings Tally and Pipedrive together. Build enterprise-grade automation in minutes.

Our most popular template

Create new Pipedrive leads from Tally form submissions
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Tally + Pipedrive
Create new Pipedrive deals from new Tally submissions
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Tally + Pipedrive
Create new Pipedrive persons when new submissions are made in Tally
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Tally + Pipedrive
Create notes in Pipedrive for each new submission in Tally
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Tally + Pipedrive
Attach files in Pipedrive when new submissions happen in Tally
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Tally + Pipedrive
Create new Pipedrive activities from new Tally submissions
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Tally + Pipedrive

Create new Pipedrive leads from Tally form submissions

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Tally + Pipedrive

Create new Pipedrive deals from new Tally submissions

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Tally + Pipedrive

Create new Pipedrive persons when new submissions are made in Tally

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Tally + Pipedrive

Create notes in Pipedrive for each new submission in Tally

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Tally + Pipedrive

Attach files in Pipedrive when new submissions happen in Tally

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Tally + Pipedrive

Create new Pipedrive activities from new Tally submissions

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Tally + Pipedrive

Create Pipedrive followers from new Tally submissions
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Tally + Pipedrive

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Tally with Pipedrive - no code necessary. See how you can get setup in minutes.

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Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Submission" from Tally.

Add your action

An action happens after the trigger—such as "Add Discount to Deal" in Pipedrive.

You’re connected!

Zapier seamlessly connects Tally and Pipedrive, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Select a form
  Required
Trigger
Instant
Try It
New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
- Note ID
  Required
Trigger
Polling
Try It
- Filter
  Required
Trigger
Polling
Try It

New Person
Triggers when a new person is created.
Trigger
Instant
Try It
- Filter
  Required
Trigger
Polling
Try It

- Stage in pipeline
Trigger
Instant
Try It
- Field to Watch for Changes
Trigger
Instant
Try It
- Person_fields
Trigger
Instant
Try It
- Person ID
  Required
- Labels
  Required
Action
Write
- Product ID
  Required
- Product Variation ID
  Required
Action
Write
- Title
  Required
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Write
- Follower User ID
  Required
- Choose where to add the follower
  Required
Action
Write
- Content
  Required
- Deal ID
- Pin note to deal
- Person ID
- Pin note to person
- Organization ID
- Project ID
- Pin note to organization
- Lead ID
- Pin note to lead
- Pin note to project
Action
Write
- Person Name
- Email Addresses
- Phone Numbers
Action
Write
- Title
  Required
- Project Template
- Project Board
  Required
- Project Phase
  Required
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
Action
Write
- Deal
  Required
- Remove All Existing Labels?
- Labels to Remove
- Labels to Add
Action
Write
- Copy_null
- Deal ID
  Required
- Title
- Status
- Stage
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Write
- Organization to Update
  Required
- Organization Name
- Organization Address
Action
Write
- Copy_null
- Product ID
  Required
- Product Name
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
Action
Write
- Task
  Required
- Title
- Project ID
- Description
- Done
- Due Date
- Assignee
Action
Write
- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Completion Status
Action
Search
- Search type
- Include file data
Action
Search
- Activity Type ID
Action
Search
- Lead ID
  Required
Action
Search
- Person ID
  Required
Action
Search
- Stage ID
  Required
Action
Search
- Search for an Exact Match?
Action
Search
- Search By
  Required
Action
Search
- Search type
Action
Search
- Project ID
  Required
Action
Search
- Search Term
  Required
- Exact Match?
- Assignee
- Project
- Status
Action
Search
- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Mark as Done
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
Action
Search or write
- Search type
- Organization Name
  Required
- Organization Address
Action
Search or write
- Search type
- Product Name
  Required
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
Action
Search or write
- Search Term
  Required
- Exact Match?
- Assignee
- Project ID
  Required
- Done
- Title
  Required
- Description
- Due Date
- Parent Task ID
Action
Search or write

- Activity filter
  Required
Trigger
Polling
Try It
- Copy
- Filter
  Required
- Deal status
Trigger
Polling
Try It
New Lead
Triggers when a lead is created.
Trigger
Polling
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Organization
Triggers when a new organization is created.
Trigger
Instant
Try It
Deleted Person
Triggers when an existing person is deleted.
Trigger
Instant
Try It
- Filter ID
- Status
- Board ID
- Phase ID
Trigger
Polling
Try It
- Filter By
- Field to Watch for Changes On
Trigger
Instant
Try It
- Org_fields
Trigger
Instant
Try It
- Deal
  Required
- Discount Description
  Required
- Discount Amount
  Required
- Discount Type
  Required
Action
Write
- Deal ID
  Required
- Add Multiple Products?
Action
Write
- Activity Subject
- Activity Owner
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Mark as Done
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
Action
Write
- File
  Required
- File Name
- Deal ID
- Person ID
- Organization ID
- Product ID
- Activity ID
- Note ID
Action
Write
- Title
  Required
- Person ID
- Organization ID
- Owner User ID
- Note
- Pin note to lead
- Label ID(s)
- Expected_close_date
- Lead Value
- Lead Value Currency Code
- Source Channel ID
- Source Channel ID
Action
Write
- Organization Name
  Required
- Organization Address
Action
Write
- Product Name
  Required
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
Action
Write
- Title
  Required
- Project ID
  Required
- Description
- Done
- Due Date
- Assignee
- Parent Task ID
Action
Write
- Activity to Update
  Required
- Activity Subject
- Activity Owner
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Mark as Done
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
Action
Write
- Lead ID
  Required
- Title
- Owner User ID
- Organization ID
- Person ID
- Label ID(s)
- Expected_close_date
- Lead Value
- Lead Value Currency Code
- Source Channel ID
Action
Write
- Copy_null
- Person to Update
  Required
- Person Name
- Email Addresses
- Phone Numbers
Action
Write
- Project
  Required
- Title
- Project Board
- Project Phase
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Person
  Required
- Include file data
Action
Search
- Product
  Required
Action
Search
- Deal ID
  Required
Action
Search
- Organization ID
- Organization Items
- Include Persons
- Include Deals
- Include Activities
Action
Search
- Product ID
  Required
Action
Search
- User ID
  Required
Action
Search
- Note ID
  Required
Action
Search
- Search type
Action
Search
- Search type
Action
Search
- Field to Search By
  Required
- Search Term
  Required
- Exact Match
Action
Search
- Field to search by
  Required
Action
Search
- Search type
- Include file data
- Title
  Required
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Search or write
- Search type
- Person Name
- Email Addresses
- Phone Numbers
Action
Search or write
- Field to Search By
  Required
- Search Term
  Required
- Exact Match
- Title
  Required
- Project Template
- Project Board
  Required
- Project Phase
  Required
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
Action
Search or write

For AI agents & developers

Use Tally and Pipedrive with AI agents and code

Beyond Zap workflows. Call Tally and Pipedrive actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Tally and Pipedrive actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Discount to Deal

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Tally and Pipedrive actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* tally / pipedrive action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Tally and Pipedrive

Organize Tally submissions in Pipedrive

When a new form submission is received in Tally, Zapier automatically creates a new deal in Pipedrive. This automation ensures all form entries, such as sales inquiries, are immediately converted into opportunities, reducing manual work and ensuring no lead slips through the cracks.

Business Owner

Try it

Sync form responses with pipeline records

When a Tally form submission is received, Zapier automatically updates the relevant deal in Pipedrive. This automation keeps systems synchronized and ensures all collected information is accurately reflected in the pipeline.

Try it

Track form submissions in Pipedrive

When someone submits a form created in Tally, Zapier logs the submission as a person contact in Pipedrive. This keeps the marketing and sales teams aligned by centralizing lead details, helping to accelerate lead follow-ups.

Marketing & Marketing Ops

Try it

Learn how to automate Tally on the Zapier blog

Learn how to automate Pipedrive on the Zapier blog

Make work flow with AI

Level up your Tally to Pipedrive integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Tally + Pipedrive integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Tally and Pipedrive

How do I set up the integration between Tally and Pipedrive?

To set up the integration, you need to create a new Zap in our platform. Select Tally as the trigger app and choose an event like 'New Submission'. Then, select Pipedrive as the action app and choose what happens with that data, such as 'Create Deal' or 'Create Contact'. Follow each step to map the fields between Tally and Pipedrive.

What triggers are available for Tally in this integration?

Within the integration, you can use triggers such as 'New Submission' which activates whenever a new form entry is submitted in Tally. This allows you to automate responses or actions in Pipedrive.

What actions can be performed in Pipedrive through this integration?

You can perform several actions in Pipedrive using data from Tally, such as creating new deals or contacts. For instance, every time there’s a new submission on your Tally form, a corresponding contact or deal can be automatically created in Pipedrive.

Can I map custom fields from Tally to Pipedrive during the integration?

Yes, during the setup of your Zap, you’ll have the opportunity to map fields from your Tally form directly onto custom fields within Pipedrive. This ensures that all specific information is transferred exactly where it needs to go.

Is there support for handling conditional logic between forms and CRM records?

While setting up your automation, you can include filters or paths that allow conditional logic. This means certain submissions from Tally could trigger different actions or updates within Pipedrive based on predefined criteria.

How do I troubleshoot if my integration isn't working properly?

If you run into issues with your integration not functioning as expected, check the task history for any errors. Ensure that Trigger events in Tally are correctly set up and corresponding Actions in Pipedrive are adequately configured. Revise mappings and re-test to resolve any identified issues.

Do I need any specific permissions in either app for successful integration?

Yes, you'll need appropriate permissions allowing access to both apps. In Tally, ensure you have rights to share form data via integrations. For Pipedrive, make sure you're authorized to create contacts or deals through external apps.

About Tally

The simplest way to create beautiful forms and surveys, for free.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zoho CRM

CRM (Customer Relationship Management), Zoho

Zendesk Sell

CRM (Customer Relationship Management)

Agile CRM

CRM (Customer Relationship Management)

Connect Tally and Pipedrive to power AI-driven automation

Launch your first automated workflow

Create new Pipedrive leads from Tally form submissions

Create new Pipedrive deals from new Tally submissions

Create new Pipedrive persons when new submissions are made in Tally

Create notes in Pipedrive for each new submission in Tally

Attach files in Pipedrive when new submissions happen in Tally

Create new Pipedrive activities from new Tally submissions

Create new Pipedrive leads from Tally form submissions

Create new Pipedrive deals from new Tally submissions

Create new Pipedrive persons when new submissions are made in Tally

Create notes in Pipedrive for each new submission in Tally

Attach files in Pipedrive when new submissions happen in Tally

Create new Pipedrive activities from new Tally submissions

Create Pipedrive followers from new Tally submissions

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Tally and Pipedrive with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Tally and Pipedrive

Organize Tally submissions in Pipedrive

Sync form responses with pipeline records

Track form submissions in Pipedrive

Learn how to automate Tally on the Zapier blog

4 ways to automate Tally with Zapier

Learn how to automate Pipedrive on the Zapier blog

6 ways to automate Pipedrive with Zapier

Make work flow with AI

Frequently Asked Questions about Tally + Pipedrive integrations

Connect Tally to Pipedrive on the world's largest no-code automation platform