Connect Tally and Bigin by Zoho CRM to unlock the power of automation
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Set up your first integration
Quickly connect Tally to Bigin by Zoho CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Tally with Bigin by 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 "Create Call" in Bigin by Zoho CRM.
You’re connected!
Zapier seamlessly connects Tally and Bigin by 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.
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Practical ways you can use Tally and Bigin by Zoho CRM
Log new form submissions into CRM
When a new form submission is received in Tally, Zapier automatically creates or updates a contact in Bigin by Zoho CRM. This automation ensures all leads captured through forms are logged in your CRM instantly, reducing manual data entry and ensuring no leads fall through the cracks.
Business OwnerCreate pipeline records for form submissions
When a new form submission is received in Tally, Zapier automatically creates a pipeline record in Bigin by Zoho CRM. This workflow streamlines lead management by ensuring every potential lead is automatically added to the sales pipeline, increasing efficiency and reducing time-to-follow-up.
Sales OpsLearn how to automate Tally on the Zapier blog
Frequently Asked Questions about Tally + Bigin by 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 Bigin by Zoho CRM
Can Tally be integrated with Bigin by Zoho CRM?
Yes, Tally can be integrated with Bigin by Zoho CRM using our platform. This integration allows you to automate workflows by setting up triggers and actions between the two applications.
What kind of data can be synced between Tally and Bigin by Zoho CRM?
You can sync various types of data such as invoices, customer information, and sales orders. The integration setup allows you to determine which data triggers an action in either application.
How do triggers work in the integration between Tally and Bigin?
Triggers are specific events in one app that start automated processes in another. For instance, creating a new invoice in Tally could trigger a new activity or update in Bigin.
What actions can be performed automatically with this integration?
Actions are responses to triggers. You can automate tasks such as creating contacts in Bigin when a new customer is added in Tally or updating stock levels when sales orders are completed.
Are there any pre-built templates for integrating these apps?
Yes, we offer pre-built templates for common use cases like syncing customer details and automating invoice generation. These templates simplify the setup process.
Do I need coding skills to set up the integration between Tally and Bigin?
No coding skills are required. Our user-friendly interface guides you through the process of connecting triggers and actions without writing any code.
Can I customize the workflows after setting up the initial integration?
Yes, you can customize workflows at any time to better fit your business needs. Adjusting triggers and actions is straightforward within our platform's settings.
