Connect Salesforce to Tally
Workload lets you integrate Salesforce with Tally in just a few clicks. Now you can automate your work and have more time for what matters most — no code required.
If this happens in Salesforce...
Then do this action in Tally!
How to Integrate Salesforce and Tally
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1. Authenticate your Salesforce and Tally accounts.
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2. Use one of the apps as a trigger to start the workflow.
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3. Choose one of the actions from the other app.
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4. Map the data fields you want to pass from one app to the other.
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5. If you get stuck, we’re here to help! Request help directly from the web application.
Video Tutorial: Integrate Salesforce and Tally Using Workload
Integrate your business software in minutes
From small workflows with just two steps to large critical operations, Workload automates work so teams aren’t bottlenecked with repetitive tasks.
Supported Salesforce + Tally Integrations
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related CategoriesCRM (Customer Relationship Management)
Similar Salesforce Apps
Yes! Salesforce and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to Salesforce through it’s OAuth2.0 connection.
Prices for Salesforce vary according to usage. For the most accurate pricing, visit https://salesforce.com/pricing for more details.
About Tally
The simplest way to create beautiful forms & surveys, for free.
Related CategoriesForms & Surveys
Similar Tally Apps
Yes! Tally and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to Tally through it’s OAuth2.0 connection.
Prices for Tally vary according to usage. For the most accurate pricing, visit https://tally.com/pricing for more details.