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HubSpot CRM
Tally

Connect HubSpot CRM and Tally integrations

Discover seamless integration and automation with HubSpot CRM and Tally for enhanced efficiency. Sync data, automate entries, and streamline lead management effortlessly.

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Create a custom workflow

Supercharge your workflows by automating lead capture in HubSpot CRM and instant invoice generation in Tally with Make, eliminating manual data entry and ensuring data accuracy.

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
HubSpot CRM
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • Adds a contact to a specific workflow.

  • Adds contact records that have already been created in the system to a contact list. This module will be deprecated on September 30th 2025.

  • Adds records to selected list (segment).

  • Creates a call with the given properties and returns a copy of the object, including the ID.

  • Creates a communication with the given properties and returns a copy of the object, including the ID.

  • Creates a company with the given properties and returns a copy of the object, including the ID.

  • Creates a contact with the given properties and returns a copy of the object, including the ID.

  • Creates a custom object with the given properties and returns a copy of the object, including the ID.

  • Creates a deal with the given properties and returns a copy of the object, including the ID.

  • Creates a folder.

  • Creates a line item with the given properties and returns a copy of the object, including the ID.

  • Creates a meeting with the given properties and returns a copy of the object, including the ID.

  • Creates a note with the given properties and returns a copy of the object, including the ID.

  • Creates a product with the given properties and returns a copy of the object, including the ID.

  • Creates a new quote.

  • Creates a task with the given properties and returns a copy of the object, including the ID.

  • Creates a ticket.

  • Creates or updates a timeline event. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID and Client Secret are filled in advanced parameters.

  • Associates two CRM objects.

  • Creates an email with the given properties and returns a copy of the object, including the ID.

  • Creates an engagement (a note, task, or activity) on an object in HubSpot. Engagements are any interaction with a contact that should be logged inside of the CRM.

  • Creates an order with the given properties and returns a copy of the object, including the ID.

  • Creates a new contact if the specified email address in the properties does not exist; otherwise, updates the existing contact.

  • Moves a call to the recycling bin.

  • Moves a communication to the recycling bin.

  • Moves a company to the recycling bin.

  • Moves a contact to the recycling bin.

  • Moves a custom object to the recycling bin.

  • Moves a deal to the recycling bin.

  • Permanently deletes a file and all related data and thumbnails from file manager.

  • Marks a folder as deleted.

  • Moves a line item to the recycling bin.

  • Moves a meeting to the recycling bin.

  • Moves a note to the recycling bin.

  • Moves a product to the recycling bin.

  • Deletes quote by its ID.

  • Moves a task to the recycling bin.

  • Deletes an existing ticket.

  • Deletes an association between two CRM objects.

  • Moves an email to the recycling bin.

  • Deletes an engagement (a task or activity) on an object in HubSpot.

  • Moves an order to the recycling bin.

  • Removes records from selected list (segment).

  • Returns information about a specific call.

  • Returns information about a specific communication.

  • Returns information about a specific company.

  • Returns information about a specific contact.

  • Returns information about a specific custom object.

  • Returns information about a specific deal.

  • For a given file ID, return the file associated with that ID.

  • Returns information about a specific line item.

  • Returns information about a specific meeting.

  • Returns information about a specific note.

  • Returns information about a specific product.

  • Gets a quote by its ID.

  • Gets metadata for a specific record property by its (internal) name.

  • Returns information about a specific task.

  • Gets a specific ticket by its ID.

  • Returns information about a specific email.

  • Returns information about a specific invoice.

  • Returns information about a specific order.

  • Returns details for an owner.

  • Performs an arbitrary authorized API call to manage data in Hubspot CRM.

  • Merges contacts

  • Removes a contact from a contact list. This module will be deprecated on September 30th 2025.

  • Removes a contact from a workflow.

  • Sends form submission data to HubSpot.

  • Subscribes a contact to the given subscription emails.

  • Unsubscribes a contact from the given subscription emails. Note that you cannot subscribe the contact to the same email address again.

  • Updates call's properties by their ID. Returns updated properties in the response.

  • Updates communication's properties by their ID. Returns updated properties in the response.

  • Updates company's properties by its ID. Returns updated properties in the response.

  • Updates contact's properties by their ID. Returns updated properties in the response.

  • Updates custom object's properties by its ID. Returns updated properties in the response.

  • Updates a specific deal by its ID. Returns updated properties in the response.

  • Updates line item's properties by their ID. Returns updated properties in the response.

  • Updates meeting's properties by their ID. Returns updated properties in the response.

  • Updates note's properties by their ID. Returns updated properties in the response.

  • Updates product's properties by their ID. Returns updated properties in the response.

  • Updates quote by its ID.

  • Updates task's properties by their ID. Returns updated properties in the response.

  • Updates an existing ticket by its ID.

  • Updates email's properties by their ID. Returns updated properties in the response.

  • Updates order's properties by their ID. Returns updated properties in the response.

  • Moves a file to a different folder.

  • Uploads a new file to the file manager.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Unlock the full potential of your business operations by integrating Tally as a trigger and HubSpot CRM as an action with Make. Seamlessly automate your workflows by capturing leads in Tally and automatically generating invoices in HubSpot CRM, eliminating manual data entry and reducing errors. Simplify your processes, save time, and ensure data accuracy by leveraging Make's powerful automation capabilities. Try Make today and experience the efficient integration of Tally and HubSpot CRM!

Add a Contact to a Workflow (Legacy)
Adds a contact to a specific workflow.
Action
Add Contacts to a List (Deprecated)
Adds contact records that have already been created in the system to a contact list. This module will be deprecated on September 30th 2025.
Action
Add Members to a List (Segment)
Adds records to selected list (segment).
Action
Create a Call
Creates a call with the given properties and returns a copy of the object, including the ID.
Action
Create a Communication
Creates a communication with the given properties and returns a copy of the object, including the ID.
Action
Create a Company
Creates a company with the given properties and returns a copy of the object, including the ID.
Action
Create a Contact
Creates a contact with the given properties and returns a copy of the object, including the ID.
Action
Create a Custom Object Record
Creates a custom object with the given properties and returns a copy of the object, including the ID.
Action
Create a Deal
Creates a deal with the given properties and returns a copy of the object, including the ID.
Action
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How to set up HubSpot CRM and Tally in 5 easy steps

Date

·

Duration

Step 1

Log in to Make

Start by accessing your Make account to begin the process.

Date

·

Duration

Step 2

Add HubSpot CRM Module

Add a module for HubSpot CRM to set up your scenario.

Date

·

Duration

Step 3

Create HubSpot Connection

Initiate the HubSpot connection by clicking 'Create a connection' and then save your settings.

Date

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Duration

Step 4

Add Tally Module

Add a Tally module to your scenario by selecting it from the options.

Date

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Duration

Step 5

Create Tally Connection

Start the Tally connection setup by clicking 'Create a connection' and complete the process by saving your settings.

Enhance Workflow with HubSpot CRM and Tally Integration

Integrating HubSpot CRM and Tally via the Make platform automates data entry, syncs form data every 15 minutes, ensures real-time updates, offers scheduling flexibility, and streamlines lead management.

Date

·

Duration

Automated Data Entry

Eliminate manual data entry by automatically creating new HubSpot contacts from Tally form responses.

Date

·

Duration

Enhanced Efficiency

Improve workflow efficiency by seamlessly syncing Tally form data with HubSpot CRM every 15 minutes.

Date

·

Duration

Real-time Updates

Ensure your CRM data is always up-to-date with timely integration of new Tally form entries.

Date

·

Duration

Customizable Scheduling

Tailor the integration schedule to suit your business needs and ensure timely data synchronization.

Popular HubSpot CRM and Tally workflows

Connect HubSpot CRM and Tally with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

CRM/Sales

Create new contacts in HubSpot CRM from new Tally form responses

This template periodically checks for new Tally responses and uses the retrieved information to create new contacts in HubSpot CRM. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.

Create new contacts in HubSpot CRM from new Tally form responses
Use template

Support

FAQs

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

Integrating HubSpot CRM with Make allows you to automate entire workflows, saving you time and enhancing efficiency. You can use one of the 20 ready-to-use integrations or create custom ones to tailor the automation to your business needs.

By integrating Tally with Make, you can automate data entry, reporting, and other routine tasks. This ensures accuracy, reduces manual effort, and streamlines your financial processes.

Make provides flexibility, allowing you to create custom automation workflows that are tailored to specific business processes. This includes both pre-built integrations and the ability to build your own, making it highly adaptable to your unique requirements.

No, Make is designed to be user-friendly. You can use the ready-to-use integrations without needing technical skills, and the platform's intuitive interface helps you set up custom workflows easily, even if you aren't technically inclined.