Tally and Zoho CRM integration

What is included

• Customer sync: Customers created in Zoho CRM are created as ledgers in Tally.
• Orders to Tally: Won deals or sales orders in Zoho CRM create the matching vouchers in Tally.
• Outstanding in CRM: Invoice and outstanding information from Tally shown on the customer in Zoho CRM.
• Item and price sync: Stock items and prices kept consistent between Tally and Zoho CRM.

Who it is for

• Indian businesses that keep accounts in Tally and sell with Zoho CRM
• Accounts teams re-typing orders from CRM
• Sales teams that need to see payment status before the next order

How it works

1. Scoping call: we look at your Zoho setup and Tally account and confirm the scope and price in writing.
2. Build: we build the connection using Zoho’s APIs, Deluge functions or Zoho Flow, whichever is most reliable for your case.
3. Testing: we test with your real data and fix anything that does not match.
4. Go live and handover: we switch it on and walk your team through how it works.

Questions

How much does the Tally and Zoho CRM integration cost?

Flowpeak’s Tally and Zoho CRM integration costs ₹30,000 + GST for the standard scope on this page.

What is not included?

Zoho licences and Tally subscriptions or usage fees are paid by you to those providers. Extra modules, custom logic beyond the standard scope, or very large data volumes are quoted in writing before work starts.

How do we start?

Book a free scoping call. We confirm your Zoho edition and Tally account, agree the scope and price in writing, then build, test with your data and hand over.

Is there already a ready-made connector for Tally?

Some apps have a ready-made connector on the Zoho Marketplace. If one fits your process, we will tell you on the free scoping call. The fixed price covers what standard connectors usually leave out: mapping to your own fields, assignment rules, duplicate handling, follow-up automation, testing with your data and handover.