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Set up your first integration
Quickly connect Tally to Zoho CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Tally with Zoho CRM - 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 Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects Tally and Zoho CRM, 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 Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItTriggerPolling - New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItTriggerPolling - ModuleRequired
Try ItTriggerInstant
- New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItTriggerPolling - ModuleRequired
Try ItTriggerInstant- New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItTriggerPolling - New User
Triggers when a new active user is added to your Zoho CRM account.
Try ItTriggerPolling
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Practical ways you can use Tally and Zoho CRM
Capture new form submissions in CRM
When a new submission is received in Tally, Zapier automatically creates a lead in Zoho CRM. This ensures business owners have an organized database of potential customers to follow up with directly from their CRM, reducing manual data entry and improving lead tracking.
Business OwnerGenerate leads from form submissions
Whenever a user submits a form on Tally, Zapier immediately creates a contact in Zoho CRM. This helps marketing teams quickly engage with potential leads, speeding up their outreach processes and ensuring no potential customers fall through the cracks.
Marketing & Marketing OpsLog team intake forms in CRM
If your team fills out intake forms via Tally for project requests, Zapier ensures the data gets logged into Zoho CRM as a new module entry. This makes project tracking and resource allocation more transparent and efficient.
Project ManagementLearn how to automate Tally on the Zapier blog
Learn how to automate Zoho CRM on the Zapier blog
Frequently Asked Questions about Tally + Zoho CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Tally and Zoho CRM
How can I connect Tally to Zoho CRM?
To connect Tally with Zoho CRM, we offer a Zap setup where you can create automated workflows. Start by logging into your account and selecting the 'Make a Zap' option. Choose Tally as the trigger app and select your specific trigger event. Then, pick Zoho CRM as the action app and define the action you want to perform within Zoho CRM whenever the trigger occurs.
What triggers are available for Tally when integrating with Zoho CRM?
When setting up an integration, you can choose from several triggers like 'New Entry', which captures when there’s a new form entry submission on Tally that can initiate that data being sent over to Zoho CRM.
Can I update existing records in Zoho CRM using Tally?
Yes, you can update existing records in Zoho CRM when a new form entry is recorded in Tally. During the Zap configuration, select ‘Update Module Entry’ or something similar as your action step after choosing Zoho CRM.
Are there pre-built templates available for common workflows between Tally and Zoho CRM?
We provide several pre-built templates that cater to popular use cases like automatically creating leads in Zoho CRM when a form is submitted via Tally. These templates can be customized further according to your business needs.
How often does data sync between Tally and Zoho CRM?
The frequency of data syncing depends on your plan with us. In general, triggered actions occur almost instantly as new entries are detected unless specified otherwise during setup.
What actions can be performed in Zoho CRM through this integration after receiving data from Tally?
Once data from Tally is received, various actions can be initiated in Zoho CRM such as creating new leads or contacts, updating existing client records, or even scheduling follow-up tasks directly in the system.
Do I need any technical knowledge to integrate Tally with Zoho CRM using our platform?
No technical expertise is required. Our platform is designed for ease of use with intuitive drag-and-drop interfaces and step-by-step guidance throughout the integration process so anyone on your team can set it up without needing any coding skills.
