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Set up your first integration
Quickly connect Tally to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Tally with Salesforce - no code necessary. See how you can get setup in minutes.
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 Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Tally and Salesforce, 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 formRequired
Try ItTriggerInstant- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectsRequired
Try ItTriggerPolling
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Practical ways you can use Tally and Salesforce
Track customer feedback submissions in Salesforce
When customers submit feedback using a Tally form, Zapier automatically creates a record in Salesforce to catalog the feedback. This allows business owners to centralize customer insights and identify trends efficiently, leading to better decision-making.
Business Owner
Create IT support tickets in Salesforce from Tally
When a Tally form receives a new submission related to IT support, Zapier can automatically create a record for the issue in Salesforce. This minimizes communication delays and ensures that the IT team has tickets organized for prioritization.
ITAdd new leads from Tally into Salesforce
When a new submission is received in a Tally form, Zapier automatically creates a new lead in Salesforce. This streamlined integration saves marketers time spent manually transferring data and ensures leads are promptly captured for timely follow-up. Marketers can fast-track lead scoring and campaign assignments.
Marketing & Marketing OpsLearn how to automate Tally on the Zapier blog
Learn how to automate Salesforce on the Zapier blog
Frequently Asked Questions about Tally + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Tally and Salesforce
How can I integrate Tally with Salesforce?
You can integrate Tally with Salesforce using our platform by setting up zaps, where you define triggers and actions. For instance, a new response in Tally can trigger the creation of a new contact in Salesforce.
What are some common triggers available for Tally in the integration process?
Common triggers for Tally include 'New Response', which activates when there is a new form submission. This can then initiate various actions in Salesforce such as creating a new lead or updating an existing record.
What actions can be performed in Salesforce through this integration?
The integration allows several actions like creating new records, updating contacts, and adding notes in Salesforce. When Tally detects a specified trigger, it seamlessly executes these actions.
Can I update an existing record in Salesforce from Tally data?
Yes, you can update existing records in Salesforce. By setting up the appropriate zap with a trigger from Tally, you can map the fields from your form responses to the corresponding fields in Salesforce.
Is it possible to create automated workflows between Tally and Salesforce?
Indeed, by utilizing zaps that consist of designated triggers from Tally and desired actions within Salesforce, you can craft automated workflows that operate without manual intervention.
Do I need any technical skills to set up the integration?
No advanced technical skills are required. Our user-friendly interface allows you to define triggers such as 'New Response' from Tally and corresponding actions like 'Create Contact' in Salesforce effortlessly.
Are there limitations on data types when integrating between Tally and Salesforce?
While most standard data types are supported, complex objects might require additional mapping or handling steps. It's advised to ensure that form fields from Tally correspond to compatible fields within Salesforce for smooth processing.
