Connect Tally and Close to Build Intelligent Automations

Choose a Trigger

Tally

When this happens...

Choose an Action

Close

Automatically do this!

Ready to use Tally and Close automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Form Submission

New Form Submission

Triggers when a new form submission is received in Tally.so.

New Call

New Call

Triggers when a new Call is created or completed.

New Contact

New Contact

Triggers when a new contact is created.

New Email

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

New Lead

New Lead

Triggers when a new lead is created.

Lead Status Change Updated

Lead Status Change Updated

Triggers when a Lead status change is updated.

Do thisActions

Action is the task that follows automatically within your Tally integrations.

Retrieve all forms

Retrieve all forms

Retrieve a list of forms

Retrieve a form blocks by ID

Retrieve a form blocks by ID

Retrieve a form by ID

Update dropdown or checkbox in exisiting form

Update dropdown or checkbox in exisiting form

Make your tally.so form dynamic by updating values in dropdown or checkbox

Create Contact

Create Contact

create a contact.

Update Contact

Update Contact

Update an existing contact.

Create Task

Create Task

Creates a New Task.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Tally and Close?

To start, connect both your Tally and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in Tally triggers actions in Close (or vice versa).

Can we customize how data from Tally is recorded in Close?

Absolutely. You can customize how Tally data is recorded in Close. This includes choosing which data fields go into which fields of Close, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Tally and Close?

The data sync between Tally and Close typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Tally to Close?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Tally and Close?

Yes, you can set conditional logic to control the flow of data between Tally and Close. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Tally

About Tally

Tally.so is a versatile form-building platform that allows users to create forms quickly and efficiently without any coding knowledge. It offers a user-friendly interface and a variety of customization options to suit different needs, making it ideal for businesses, educators, and individuals looking to gather information seamlessly.

Learn More
Close

About Close

Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.

Learn More