TallySync – Tally Forms to Perfex CRM Integration

Important: This module requires Perfex CRM to work. It is an add-on module and will not function without an active Perfex CRM installation.

Automatically sync Tally form submissions into Perfex CRM as Leads or Customers. No manual data entry. No missed enquiries. Just clean data flowing straight into your CRM.

What TallySync Does
TallySync connects your Tally forms with Perfex CRM and automatically captures new submissions. Each submission can create a Lead or Customer based on your configuration.