TallySync – Tally Forms to Perfex CRM Integration

We highly recommend testing the module before purchasing. This demo shows how Tally form submissions sync directly into Perfex CRM.

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.

TallySync is built for anyone using Perfex CRM who collects information through forms and wants that data to appear inside the CRM automatically.

• Small & Medium Businesses: Turn website enquiries into Leads or Customers instantly.
• Agencies & Freelancers: Manage multiple client forms and keep data organized in Perfex.
• Sales Teams: Respond faster with enquiries appearing directly in the CRM.
• Operations & Admin Teams: Reduce repetitive work with automation and duplicate control.
• Founders & Solo Operators: Save hours every week by removing manual data entry.
• Marketing & Growth Teams: Track campaigns using Lead Sources or Customer Groups.
• Non-Technical Users: No coding required. Everything is managed via the Perfex admin panel.

Most lead pipelines fail due to slow follow-ups and messy data. When form submissions sit in emails or spreadsheets, opportunities get delayed or lost.

TallySync ensures every enquiry is captured, structured, and visible in Perfex so your team can respond faster and keep the CRM reliable as your business grows.

Key Benefits

• Never miss a submission: Every Tally form entry is captured and logged.
• Cleaner CRM records: Map only the fields you actually need.
• Faster response times: New enquiries appear instantly in Leads or Customers.
• Multi-form support: Connect multiple Tally forms with different rules.
• Manual or automatic sync: Sync instantly or automate using cron jobs.
• Duplicate detection: Prevent duplicate leads and customers by email or phone.
• Pending review: Approve or ignore duplicates before creating records.
• Better segmentation: Auto-assign Lead Sources or Customer Groups per form.
• Detailed logs: Clear statuses like Success, Failed, and Hold.
• Lower admin workload: Remove copy-paste work permanently.