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    OpenPhone Integrations
    Tally.so Integrations

    Telephony • SMS marketing

    OpenPhone and Tally.so integration

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    How Albato works

    With Albato, you can easily integrate Tally.so with OpenPhone using an intuitive no-code builder. Whether you want to sync Tally.so with OpenPhone or connect Tally.so to OpenPhone, our platform makes it simple.

    How to Connect OpenPhone to Tally.so

    Create powerful OpenPhone integration with Tally.so in just a few simple steps.

    STEP 1

    Connect OpenPhone to Tally.so

    To connect Tally.so to OpenPhone, log in to Albato, select both apps, and follow the easy setup prompts. Integrate OpenPhone with Tally.so with just a few clicks!

    OpenPhone {targetApp} integration

    OpenPhone

    Select a Trigger

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    STEP 2

    Create workflow for Tally.so and OpenPhone integration

    Decide what happens when you sync OpenPhone with Tally.so—set up triggers in one app to automatically initiate actions in the other.

    OpenPhone {targetApp} integrationArrow

    Trigger

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    Tally.so {targetApp} integrationCheck

    Action

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    STEP 3

    Sync OpenPhone with Tally.so data

    Select which data to transfer when you integrate Tally.so with OpenPhone—customize how your apps exchange information.

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    Synс data

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    Synс data

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    Synс data

    Integrate OpenPhone with Tally.so now!

    Start FREE 7-day trial to connect Tally.so to OpenPhone and unlock all premium features!

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    Background

    Triggers and actions for Tally.so and OpenPhone integration

    In OpenPhone and Tally.so integration triggers start workflows when something happens, while actions make changes in response.

    Triggers 8

    OpenPhone {targetApp} integration

    Message delivered

    Triggers

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    OpenPhone {targetApp} integration

    Message received

    Triggers

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    Tally.so {targetApp} integration

    New Lead

    Triggers

    Try Tally.so integrations!

    Actions 6

    OpenPhone {targetApp} integration

    Create Contact

    Actions

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    OpenPhone {targetApp} integration

    Send a text message

    Actions

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    Make your integration smarter with AI

    Enhance your Tally.so and OpenPhone integration using AI. Extract, condense, and transform your data with top AI models such as OpenAI, Claude AI, Jasper AI and more.

    Integrate Tally.so with OpenPhone to harness the power of automation!

    With over 800 integrations on Albato including the ability to sync Tally.so with OpenPhone, you can streamline your tools into one cohesive system, maximizing your team's productivity.

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    Connect OpenPhone to Tally.so to link essential parts of your business

    When you connect OpenPhone to Tally.so, you can automate processes for any business size or industry. Here's how different companies integrate OpenPhone with Tally.so using Albato.

  • CheckNew lead submits form
    App Integration
    App Integration
    App Integration
  • CheckCreate New Contact
    App Integration
    App Integration
    App Integration
  • Check сompany size
  • CheckSend a welcome message
    App Integration
    App Integration
    App Integration

    • Never miss a lead or deal again!

    Automate your entire lead journey from the first contact to the closed deal. While competitors lose prospects in routine tasks, your team will stay ahead by handling every lead—even during peak times.

    Tally.so integration with OpenPhone

    OpenPhone integrations

    OpenPhone

    Categories

    • Telephony
    • SMS marketing

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    Tally.so integrations

    Tally.so

    Categories

    • Forms, Surveys & Quiz

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    Learn how to connect Tally.so to OpenPhone

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    Frequently asked questions about OpenPhone and Tally.so Integration

    Why is Albato the best alternative to Zapier for integrating OpenPhone and Tally.so?

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    Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between OpenPhone and Tally.so. It’s super easy to use, and you can create powerful workflows without the hassle.

    What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating OpenPhone and Tally.so, Albato is the way to go!

    Does OpenPhone integrate with Tally.so on the free plan?

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    Yes, you can integrate OpenPhone with Tally.so using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Tally.so and OpenPhone integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your OpenPhone Tally.so integration at no cost.

    How to connect Tally.so to OpenPhone for scheduled syncs?

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    To sync Tally.so with OpenPhone on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes OpenPhone integration with Tally.so seamless and tailored to your specific needs.

    Does OpenPhone integrate with Tally.so in real time?

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    Yes, OpenPhone integrates with Tally.so in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
    Webhook Triggers: These triggers activate your OpenPhone integration with Tally.so instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
    API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time OpenPhone and Tally.so integration.
    You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Tally.so integration with OpenPhone, ensuring your workflows operate according to your requirements.

    How to connect OpenPhone to Tally.so?

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    Setting up an integration between OpenPhone and Tally.so on Albato is simple and requires no technical skills. Just follow these steps:
    1. Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
    2. Go to the Integrations section and select OpenPhone and Tally.so from the list of available apps.
    3. Choose triggers and actions. You’ll need to define an event in OpenPhone (the trigger) that will cause an action in Tally.so, such as sending data or creating an entry.
    4. Map the fields. Use Albato’s data mapping tool to match specific fields between OpenPhone and Tally.so, ensuring accurate data transfer.
    Once the integration is live, data will flow seamlessly between OpenPhone and Tally.so, automating your workflows and saving you time.

    How to connect OpenPhone to Tally.so to sync historical data?

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    To sync OpenPhone with Tally.so and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
    With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Tally.so integration with OpenPhone, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

    How to connect Tally.so to OpenPhone for two-way synchronization?

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    To integrate Tally.so with OpenPhone for two-way synchronization, Albato uses a system of triggers and actions. You can link OpenPhone to Tally.so by setting up two separate automations. The first automation sent data from OpenPhone to Tally.so. For instance, when a record is created or updated in OpenPhone, the automation ensures the changes are reflected in Tally.so. The second automation works in reverse, updating OpenPhone when changes occur in Tally.so.
    To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Tally.so OpenPhone integration and keeps your data consistent across both platforms.

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