logo main
  • Language
    En
    English
    Portuguese
    Spanish
    • Log inGet started free
    SalesDrive Integrations
    Tally.so Integrations

    SalesDrive and Tally.so integration

    Connect this app...
    With this one!
    Try this integration!7-Day free trial
    hero
    SOC 2 Type 2
    #1 product of the day

    The safety of your data is our top priority!

    • heroSecurity
    • heroProcessing integrity
    • heroConfidentiality
    • heroPrivacy
    Leader WinterBest ResultsBest UsabilityUsers Love Us

    Trusted by over 200,000+ users

    Albato is rated 4.6/ 5 stars on 465+ G2 reviews.

    How Albato works

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

    How to Connect SalesDrive to Tally.so

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

    STEP 1

    Connect SalesDrive to Tally.so

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

    SalesDrive {targetApp} integration

    SalesDrive

    Select a Trigger

    Down
    STEP 2

    Create workflow for Tally.so and SalesDrive integration

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

    SalesDrive {targetApp} integrationArrow

    Trigger

    Arrow
    Down
    Tally.so {targetApp} integrationCheck

    Action

    Down
    STEP 3

    Sync SalesDrive with Tally.so data

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

    Check

    Synс data

    Check

    Synс data

    Check

    Synс data

    Integrate SalesDrive with Tally.so now!

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

    Try this integration!7-Day free trial
    Background

    Triggers and actions for Tally.so and SalesDrive integration

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

    Triggers 3

    SalesDrive {targetApp} integration

    Changing the application status

    Triggers

    Try SalesDrive integrations!
    SalesDrive {targetApp} integration

    New lead

    Triggers

    Try SalesDrive integrations!
    Tally.so {targetApp} integration

    New Lead

    Triggers

    Try Tally.so integrations!

    Actions 3

    SalesDrive {targetApp} integration

    New order

    Actions

    Try SalesDrive integrations!
    SalesDrive {targetApp} integration

    Custom API request

    Actions

    Try SalesDrive integrations!
    OpenAI Integrations
    Anthropic AI Integrations
    Jasper Integrations
    Gemini Integrations
    Paints Integrations
    Writesonic Integrations
    SalesDrive Integrations
    Tally.so Integrations

    Make your integration smarter with AI

    Enhance your Tally.so and SalesDrive 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 SalesDrive to harness the power of automation!

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

    Try this integration

    7-Day free trial!

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

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

    SalesDrive integrations

    SalesDrive

    Categories

    • CRM & ERP systems

    Alternative Apps

    HubSpot integrations
    amoCRM integrations
    5crm integrations
    Agendor integrations
    Agile CRM integrations
    AlphaCRM integrations
    Altegio integrations
    Altegro integrations
    Tally.so integrations

    Tally.so

    Categories

    • Forms, Surveys & Quiz

    Alternative Apps

    Typeform integrations
    AidaForm integrations
    Carrd integrations
    Cognito Forms integrations
    ConvertBox integrations
    Fluent Forms integrations
    Formaloo integrations
    Formcan integrations

    Learn how to connect Tally.so to SalesDrive

    previous
    next

    Frequently asked questions about SalesDrive and Tally.so Integration

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

    collapsed
    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 SalesDrive 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 SalesDrive and Tally.so, Albato is the way to go!

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

    collapsed
    Yes, you can integrate SalesDrive 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 SalesDrive integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your SalesDrive Tally.so integration at no cost.

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

    collapsed
    To sync Tally.so with SalesDrive 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 SalesDrive integration with Tally.so seamless and tailored to your specific needs.

    Does SalesDrive integrate with Tally.so in real time?

    collapsed
    Yes, SalesDrive 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 SalesDrive 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 SalesDrive 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 SalesDrive, ensuring your workflows operate according to your requirements.

    How to connect SalesDrive to Tally.so?

    collapsed
    Setting up an integration between SalesDrive 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 SalesDrive and Tally.so from the list of available apps.
    3. Choose triggers and actions. You’ll need to define an event in SalesDrive (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 SalesDrive and Tally.so, ensuring accurate data transfer.
    Once the integration is live, data will flow seamlessly between SalesDrive and Tally.so, automating your workflows and saving you time.

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

    collapsed
    To sync SalesDrive 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 SalesDrive, 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 SalesDrive for two-way synchronization?

    collapsed
    To integrate Tally.so with SalesDrive for two-way synchronization, Albato uses a system of triggers and actions. You can link SalesDrive to Tally.so by setting up two separate automations. The first automation sent data from SalesDrive to Tally.so. For instance, when a record is created or updated in SalesDrive, the automation ensures the changes are reflected in Tally.so. The second automation works in reverse, updating SalesDrive 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 SalesDrive integration and keeps your data consistent across both platforms.

    Build your automation for free!

    Get started