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Zoho SalesIQ
Tally

Connect Zoho SalesIQ and Tally

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

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Create a custom workflow

Integrate Zoho SalesIQ 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
Zoho SalesIQ
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • Download file attachments from conversations

  • Get visitor information including tracking details and source

  • Performs an arbitrary authorized API call.

  • Updates the visitor's name, email address, phone/contact number.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Zoho SalesIQ and Tally.

Download Attachment
Download file attachments from conversations
Action
Get Conversation
Action
Get Visitor Info
Get visitor information including tracking details and source
Action
List Canned Responses
List predefined canned responses for quick replies
Search
List Conversation Messages
Get complete conversation transcript with all messages
Search
List Conversation Threads
List messages from a conversation.
Search
List Conversations
Lists conversations.
Search
List Feedbacks
List visitor feedbacks and CSAT ratings
Search
List Fields Definitions
Lists all field definitions for the selected form.
Search
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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.