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Tally
Tally
1. Choose trigger event
Salesforce
Salesforce
2. Choose action
1. Select the event
Setup
Test
Tally
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 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.
Create a new record or update an existing record in your app.
Path after /services/apexrest/
Required
HTTP method
Required
Query parameters
Extra headers
Request body
Timeout
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Salesforce Object
Required
Description
Attachment visibility
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Contact
Creates a new contact.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Title
Description
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note
Salesforce Object
Required
Note Visibility
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Flow
Required
Manual flow input parameters
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
To
Required
CC
BCC
Subject
Required
Email Format
Required
Sender Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Query Type
Required
Include Deleted Records
Action
This is an event a Zap performs.
Search
Find existing data in your app
Parent Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE clause
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Tally and Salesforce with AI agents and code
Beyond Zap workflows. Call Tally and Salesforce 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 Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Contact to Campaign
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
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.
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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.
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.
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.
Learn how to automate Salesforce on the Zapier blog
Make work flow with AI
Level up your Tally to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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.
About Tally
The simplest way to create beautiful forms and surveys, for free.
