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Freshsales
Tally

Connect Freshsales and Tally

Explore ready-made Freshsales and Tally templates and start automating in minutes.

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Create a custom workflow

Integrate Freshsales with Tally and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Tally
Trigger: Watch New Responses
Freshsales
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • Converts a lead to a contact.

  • Creates a new contact.

  • Creates a new deal.

  • Creates a new lead.

  • Creates a manual call log for new or existing lead/contact or an existing account.

  • Creates a note for specific object.

  • Creates new Freshsales activity.

  • Creates a new task.

  • Creates a new account.

  • Creates a new appointment.

  • Deletes a specific contact.

  • Deletes a specific deal.

  • Deletes a specific lead.

  • Deletes a specific note.

  • Deletes a specific Freshsales activity.

  • Deletes a specific Task.

  • Deletes a specific account.

  • Deletes a specific appointment.

  • Performs an arbitrary authorized API call.

  • Updates information of specific contact.

  • Updates information of a specific deal.

  • Updates information of a specific lead.

  • Updates a specific note.

  • Updates information of a specific Freshsales activity.

  • Updates a specific task.

  • Updates information of specific account.

  • Updates information of specific appointment.

  • Uploads and attach a file to a lead, contact, sales account or a deal.

  • Views details of a specific contact.

  • Views details of a specific deal.

  • Views details of a specific lead.

  • Views details of a specific Freshsales activity.

  • Views details of a specific task.

  • Views details of a specific account.

  • Views details of a specific appointment.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Freshsales and Tally.

Convert a Lead
Converts a lead to a contact.
Action
Create a Contact
Creates a new contact.
Action
Create a Deal
Creates a new deal.
Action
Create a Lead
Creates a new lead.
Action
Create a Manual Call Log
Creates a manual call log for new or existing lead/contact or an existing account.
Action
Create a Note
Creates a note for specific object.
Action
Create a Sales Activity
Creates new Freshsales activity.
Action
Create a Task
Creates a new task.
Action
Create an Account
Creates a new account.
Action
Load more

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.