Tally + Upnify Integration

Connect Tally to Upnify in 1 click

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1.
  • Tally
    Response is created in Tally Instant
  • Upnify
    Client is created in Upnify Instant
  • Upnify
    Prospect is created in Upnify Instant
  • Upnify
    Opportunity is created in Upnify Instant
  • Upnify
    Sale is created in Upnify Instant
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2.

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Ready Workflows Ready Workflows   for Tally + Upnify Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Tally + Upnify Integration

Create Upnify client for new Tally response

When someone completes your Tally, a new client is automatically created in your Upnify. 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 client, so you don't have to waste time manually entering data. Thus, having a Tally - Upnify integration set up makes it easy to manage your customer relationships and grow your business.
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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?
Automations

Top 10 Most Popular Tally Automations from
Integrately Community

Just click on the workflow you want to automate

Tally logo
Salesforce logo
Create Salesforce record for new Tally response
Activate
Tally logo
WooCommerce logo
Create WooCommerce order for new Tally response
Activate
Tally logo
Notion logo
Create Notion database item for new Tally response
Activate
Tally logo
WordPress logo
Create WordPress post for new Tally response
Activate
Tally logo
WooCommerce logo
Create WooCommerce customer from new Tally response
Activate
Tally logo
Salesforce logo
Create Salesforce record for new Tally response
Activate
Tally logo
WooCommerce logo
Create WooCommerce order for new Tally response
Activate
Tally logo
Notion logo
Create Notion database item for new Tally response
Activate
Tally logo
WordPress logo
Create WordPress post for new Tally response
Activate
Tally logo
WooCommerce logo
Create WooCommerce customer from new Tally response
Activate
Tally logo
Zoho Creator logo
Create Zoho Creator record for new Tally response
Activate
Tally logo
Zoho Recruit logo
Create Zoho Recruit record for new Tally response
Tally logo
Zoho Sheet logo
Create Zoho Sheet row for new Tally response
Tally logo
Google BigQuery logo
Create Google BigQuery row for new Tally response
Tally logo
Zoho Workdrive logo
Create Zoho Workdrive folder from new Tally response
Activate
Tally logo
Zoho Creator logo
Create Zoho Creator record for new Tally response
Activate
Tally logo
Zoho Recruit logo
Create Zoho Recruit record for new Tally response
Tally logo
Zoho Sheet logo
Create Zoho Sheet row for new Tally response
Tally logo
Google BigQuery logo
Create Google BigQuery row for new Tally response
Tally logo
Zoho Workdrive logo
Create Zoho Workdrive folder from new Tally response
Activate

Top 10 Most Popular Upnify Automations from
Integrately Community

Most popularmost-popular-automations
01
Upnify logo
Google Sheets logo
Create Google Sheets row for new Upnify client
02
Upnify logo
Google Sheets logo
Create Google Sheets row for new Upnify opportunity
03
Google Sheets logo
Upnify logo
Create Upnify client for new Google Sheets row
04
Upnify logo
HubSpot logo
Create HubSpot contact for new Upnify client
05
Upnify logo
HubSpot logo
Create HubSpot deal from new Upnify client
cloud
Upnify
app integration
06
Upnify logo
Emailidea logo
Create Emailidea contact for new Upnify client
07
Upnify logo
X-Cart (5.5.1) logo
Create X-Cart (5.5.1) customer for new Upnify client
08
X-Cart (5.5.1) logo
Upnify logo
Create Upnify client from new X-Cart (5.5.1) customer
09
X-Cart (5.5.1) logo
Upnify logo
Create Upnify client from new X-Cart (5.5.1) order
10
Upnify logo
GoHighLevel logo
Create GoHighLevel contact for new Upnify client
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
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in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Tally or Upnify With 1400+ Other Apps

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.
Upnify
Upnify
Upnify empowers your sales team with advanced CRM tools, helping you manage leads, automate tasks, and boost conversions. Enhance your sales strategy with Upnify's comprehensive solution.