Tally Integration Module
The Tally Integration module seamlessly connects your Tally forms with Perfex CRM, automatically capturing form submissions and creating leads or customers in real-time. This eliminates manual data entry and ensures no submissions are missed.
What is Tally Integration?
The Tally Integration module seamlessly connects your Tally forms with Perfex CRM, automatically capturing form submissions and creating leads or customers in real-time. This eliminates manual data entry and ensures no submissions are missed.
Key Features
- Multi-Form Support: Configure multiple Tally forms with different target types (leads or customers)
- Automatic Synchronization: Set up automatic polling via cron jobs to check for new submissions
- Manual Synchronization: Trigger sync manually using the "Form Sync" buttons on Leads/Customers pages
- Field Mapping: Map Tally form fields to Perfex CRM fields with a user-friendly interface
- Duplicate Detection: Automatically detects duplicate submissions based on email or phone number
- Pending Review: Review and approve/ignore duplicate submissions before creation
- Comprehensive Logging: Track all submissions with detailed status information
- Customer Groups & Lead Sources: Automatically assign customer groups or lead sources to new entities
- Error Handling: Detailed error messages help identify and resolve issues quickly
Requirements
- Perfex CRM 3.0.* or higher
- Tally account with API access
- Valid Tally API key
- PHP cURL extension enabled
- Cron job access (for automatic synchronization)
Resources
Form Configurations
Create and manage form configurations that connect your Tally forms to Perfex CRM.
Synchronization
Learn how to synchronize form submissions using manual and automatic methods.
Logs & Monitoring
Monitor and track all form submissions processed by the integration.
Troubleshooting
Common issues and solutions for the Tally Integration module.