Solve CRM + Tally Integration

Connect Solve CRM to Tally - Automate your workflows in 1-click

Make use of Solve CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. With Tally automations, you can store all customer data in one place, use it for product development, personalize marketing campaigns, and improve overall customer experience. And automate all the repetitive tasks between Solve CRM & Tally using Integrately.

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Ready Workflows For Solve CRM + Tally Integration

Just click on the workflow you want to automate

Create Solve CRM contact for new Tally response

When someone completes your Tally, a new contact is automatically created in your Solve 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 contact, so you don't have to waste time manually entering data. Thus, having a Tally - Solve CRM integration set up makes it easy to manage your customer relationships and grow your business.

Activate

Create Solve CRM company for new Tally response

Tally + Solve CRM Integration

Activate

When Response is created in Tally > Check any condition > Create contact in Solve CRM

Tally + Solve CRM Integration

Activate

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Create Your Own Solve CRM & Tally Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created in Solve CRM
Triggers the automation whenever a new contact is created
Company is created in Solve CRM
Triggers the automation whenever a new company is created
Response is created in Tally
Triggers the automation whenever a response is submitted
Instant

Create contact in Solve CRM
Automatically adds a new contact to the database
Create company in Solve CRM
Automatically generates a new company profile with given details

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Solve CRM & Tally In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Solve CRM or Tally With 1200+ Other Apps

Solve provides a powerful solution to manage and scale customer service teams. From scheduling calls to sharing notes and documents, it eliminates the need for multiple tools while increasing efficiency and team workflows.

See Solve CRM Integrations

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.

See Tally Integrations