Connect Tally and Solve CRM
Integrate Tally with Solve CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Company in Solve360 when When a new form response is submitted in Tally
Create a Contact in Solve CRM when When a new form response is submitted in Tally
List Contact in Solve CRM when When a new form response is submitted in Tally
List Ownership in Solve-crm when When a new form response is submitted in Tally
List Category Tags from Solve CRM when When a new form response is submitted in Tally
Popular Tally + Solve CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Tally
When this happens...
When a new form response is submitted
Choose an action
Solve CRM
Automatically do this!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
Create a Company in Solve360 when When a new form response is submitted in Tally
Use this flowCreate a Contact in Solve CRM when When a new form response is submitted in Tally
Use this flowList Contact in Solve CRM when When a new form response is submitted in Tally
Use this flowList Ownership in Solve-crm when When a new form response is submitted in Tally
Use this flowList Category Tags from Solve CRM when When a new form response is submitted in Tally
Use this flowList Fields in Solve-crm when When a new form response is submitted in Tally
Use this flowGet Form By ID from Tally when New Company in Solve-crm
Use this flowUpdate Form Options in Tally when New Company in Solve-crm
Use this flowList All Form Responses from Tally when New Company in Solve-crm
Use this flowGet Form By ID from Tally when New Contacts in Solve CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Tally and Solve CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new form response is submitted
Runs the workflow automatically whenever a new response is submitted to the form.
New Company
Triggered when a new company record is created in Solve360.
New Contacts
Triggers when you add a new contact.
New Tagged Contact
Triggers when a specific tag is applied to a contact.
Update Contact
Triggers when update a contact.
Do thisActions
Action is the task that follows automatically within your Tally integrations.
Get Form By ID
Retrieve a form and its sections using the form ID.
Update Form Options
Update dropdown and checkbox choices in an existing Tally form.
List All Form Responses
Get all responses for a form
Create a Company
Creates a new company record in Solve360.
Create a Contact
Creates a new contact in Solve360.
List Contact
List all contact.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreAbout Solve CRM
Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Tally and Solve CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Tally and Solve CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Solve CRM. No coding required.
Yes. You can set up a workflow where Tally triggers actions in Solve CRM, and a separate workflow where Solve CRM triggers actions in Tally. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Tally and Solve CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Tally and Solve CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
