Capsule CRM + Tally Integration

Connect Capsule CRM to Tally in 1 click

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1.
  • Capsule CRM
    Person is created in Capsule CRM Instant
  • Capsule CRM
    Person is updated in Capsule CRM Instant
  • Capsule CRM
    Task is created in Capsule CRM Instant
  • Capsule CRM
    Task is updated in Capsule CRM Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM Instant
  • Capsule CRM
    Case is created in Capsule CRM Instant
  • Capsule CRM
    Case is updated in Capsule CRM Instant
  • Capsule CRM
    Organisation is created in Capsule CRM Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM Instant
  • Tally
    Response is created in Tally Instant
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2.

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Ready Workflows Ready Workflows   for Capsule CRM + Tally Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Tally + Capsule CRM Integration

Create Capsule CRM person for new Tally response

When someone completes your Tally, a new person is automatically created in your Capsule CRM. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the Tally is automatically populated in the new person, so you don't have to waste time manually entering data. Thus, having a Tally - Capsule CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Tally + Capsule CRM Integration

Create Capsule CRM task for new Tally response

It's important to stay on top of your customer relationships, and one way to do that is to create Capsule CRM tasks for new Tally responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Capsule CRM task for new Tally response received today - your customers will thank you for it!
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Tally + Capsule CRM Integration

Create Capsule CRM opportunity for new Tally response

Integrating your Capsule CRM with your Tally, can help you automatically create new opportunitys based on responses recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Tally - Capsule CRM integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Our team can create automations for you... At no extra cost!

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Automations

Top 10 Most Popular Capsule CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Elementor Forms logo
Capsule CRM logo
Create Capsule CRM person for new Elementor Forms form submission
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM opportunity for new Elementor Forms form submission
Activate
Shopify logo
Capsule CRM logo
Create Capsule CRM person from new Shopify customer
Activate
WPForms logo
Capsule CRM logo
Create Capsule CRM person for new WPForms form submission
Activate
Wave logo
Capsule CRM logo
Create Capsule CRM person for new Wave customer
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM person for new Elementor Forms form submission
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM opportunity for new Elementor Forms form submission
Activate
Shopify logo
Capsule CRM logo
Create Capsule CRM person from new Shopify customer
Activate
WPForms logo
Capsule CRM logo
Create Capsule CRM person for new WPForms form submission
Activate
Wave logo
Capsule CRM logo
Create Capsule CRM person for new Wave customer
Activate
Bit Form logo
Capsule CRM logo
Create Capsule CRM person for new Bit Form response
Activate
Capsule CRM logo
Phaxio logo
Send Phaxio fax for new Capsule CRM opportunity
Activate
GroovePages logo
Capsule CRM logo
Create Capsule CRM person for new GroovePages response
HappyForms logo
Capsule CRM logo
Create Capsule CRM person for new HappyForms form submission
Elite Funnels logo
Capsule CRM logo
Create Capsule CRM person for new Elite Funnels form submission
Bit Form logo
Capsule CRM logo
Create Capsule CRM person for new Bit Form response
Activate
Capsule CRM logo
Phaxio logo
Send Phaxio fax for new Capsule CRM opportunity
Activate
GroovePages logo
Capsule CRM logo
Create Capsule CRM person for new GroovePages response
HappyForms logo
Capsule CRM logo
Create Capsule CRM person for new HappyForms form submission
Elite Funnels logo
Capsule CRM logo
Create Capsule CRM person for new Elite Funnels form submission

Top 10 Most Popular Tally Automations from
Integrately Community

Most popularmost-popular-automations
01
Tally logo
Salesforce logo
Create Salesforce record for new Tally response
02
Tally logo
WooCommerce logo
Create WooCommerce order for new Tally response
03
Tally logo
Notion logo
Create Notion database item for new Tally response
04
Tally logo
WordPress logo
Create WordPress post for new Tally response
05
Tally logo
WooCommerce logo
Create WooCommerce customer from new Tally response
cloud
Tally
app integration
06
Tally logo
Zoho Creator logo
Create Zoho Creator record for new Tally response
07
Tally logo
Zoho Recruit logo
Create Zoho Recruit record for new Tally response
08
Tally logo
Zoho Sheet logo
Create Zoho Sheet row for new Tally response
09
Tally logo
Google BigQuery logo
Create Google BigQuery row for new Tally response
10
Tally logo
Zoho Workdrive logo
Create Zoho Workdrive folder from new Tally response
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Capsule CRM or Tally With 1400+ Other Apps

Capsule CRM
Capsule CRM
Capsule is a revolutionary sales CRM that helps you manage your contacts, pipeline and activities. The easy to use interface allows you to keep track of all your interactions with customers in one convenient place.
Tally
Tally
Tally is the best way to create, share and collect feedback on any device. From simple surveys to complex forms, create professional-looking documents in minutes without writing a line of code.