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Pipedrive + Tally Integrations

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Connect Pipedrive to Tally
Example screenshots
Example workflows
Inspirational workflows
Triggers and actions
Pipedrive + your other apps
Tally + your other apps
Related blog posts
FAQ

Pipedrive + Tally integrations

Tally > Pipedrive

Trigger

Last triggered

New form submission

Add activity to deal

Overview

Connect Pipedrive to Tally in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Pipedrive, Tally, and many other popular SaaS applications.

Check below for example workflows using Pipedrive and Tally, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Screenshots of Pipedrive and Tally integrations in Relay.app

Use Relay.app's Pipedrive integrations to trigger actions across your apps

Preview of Use any of these Pipedrive actions in your Relay.app workflows

Preview of Use Relay.app's Tally integrations to trigger actions across your apps

Use Relay.app's Pipedrive integrations to trigger actions across your apps

Use any of these Pipedrive actions in your Relay.app workflows

Use Relay.app's Tally integrations to trigger actions across your apps

Example Pipedrive + Tally workflows

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Automatically add activity to deal in Pipedrive for each new form submission in Tally

Try it

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Add activity to lead automatically in Pipedrive for each new form submission in Tally

Try it

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Get or add lead for person automatically in Pipedrive for each new form submission in Tally

Try it

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Automatically get or add person in Pipedrive for each new form submission in Tally

Try it

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Get or add organization automatically in Pipedrive for each new form submission in Tally

Try it

Inspirational workflows

Visit the template gallery ➔

Create Hyper Personalized Sales Scripts When Someone Submit a Form

Transform form submissions into tailored sales scripts using LinkedIn profile analysis.

Marketing

Relay.app workflow screenshot: Create Hyper Personalized Sales Scripts When Someone Submit a Form

Calendly Discovery to CRM Process

CRM

Relay.app workflow screenshot: Calendly Discovery to CRM Process

Pipedrive Triggers

Activity

add

Activity added

Deal

edit

Deal changed

payments

Deal closed

target

Deal first meets conditions

payments

Deal lost

conversion_path

Deal stage changed

payments

Deal won

add

New deal added

Lead

add

Lead added

Organization

add

New organization added

edit

Organization changed

target

Organization first meets conditions

Person

add

New person added

edit

Person changed

target

Person first meets conditions

Product

add

New product added

edit

Product changed

target

Product first meets conditions

Project

add

Project added

conversion_path

Project phase changed

task_alt

Project status changed

Tally Actions

No Tally actions yet

Request an action

Tally Triggers

Form

assignment

New form submission

Pipedrive Actions

Activity

add

Add activity

edit

Update activity

Deal

add

Add activity to deal

add

Add deal

person_add

Add follower to deal

person_add

Add participiant

add

Add product

attach_file

Attach deal to project

content_copy

Duplicate deal

Find deal(s)

edit

Update deal

schedule

Wait until deal stage reached

Lead

web_stories

Add activity to lead

person_add

Add lead for organization

person_add

Add lead for person

Create your own Tally + Pipedrive integration

Select a trigger in Tally

Select an action in Pipedrive

Create your workflow

Connect Pipedrive to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Tally to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Pipedrive to Tally with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in Pipedrive or Tally to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Pipedrive and Tally to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Make.com alternative for connecting Pipedrive to Tally?
link
Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect Pipedrive to Tally that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business.
For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Pipedrive and Tally—give it a try and let us know what you think.

See why people love Relay.app

Salama💯

@SalamaErgossum

Just ran my first automation workflow with @relay !

I wanted to send newsletters from Outlook to Notion, and it was so easy I almost cried—after struggling and giving up with other tools like Make.

Huge thanks to @relay for empowering non-tech folks like me!

Marco Elizalde

@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

Lucas Grey

@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

Rafa

@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app

Duke Dao

@dummy_coder

.@relay is just straight out awesome. Give it a try

Benjamin Borowski👨‍🚒

@typeoneerror

Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.

Notion Coach

@NotionCoach

Finally getting a chance to explore @relay and wow, UX feels leaps ahead of Zapier/Make.

Maayan

Co-Founder at Elementary

You saved me thousands of dollars in engineering work.

Eva (Ziki) Zivanovic

@ZikiDoesNotion

If you’re never heard of @relay you’re missing out BIG TIME.

Relay.app is an automation app that has been getting a lot of traction lately.
And for good reason.

What makes them unique on the market is their Human-In-The-Loop functionality.

This functionality basically allows your company to add intermediate manual steps that can add unique judgment, context, and perspective.

Client onboarding workflow screenshot in Relay.app

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Pipedrive + Tally integrations

Screenshots of Pipedrive and Tally integrations in Relay.app

Example Pipedrive + Tally workflows

Automatically add activity to deal in Pipedrive for each new form submission in Tally

Add activity to lead automatically in Pipedrive for each new form submission in Tally

Get or add lead for person automatically in Pipedrive for each new form submission in Tally

Automatically get or add person in Pipedrive for each new form submission in Tally

Get or add organization automatically in Pipedrive for each new form submission in Tally

Inspirational workflows

Create Hyper Personalized Sales Scripts When Someone Submit a Form

Calendly Discovery to CRM Process

Create your own Tally + Pipedrive integration

Connect Pipedrive to your other apps

Or connect Tally to your other apps

Related blog posts

The best form automation software in 2024

7 Pipedrive automations for effortless lead management

8 popular form building tools to make data capture a breeze in 2024

FAQ

What is Relay.app?

How do I connect Pipedrive to Tally with Relay.app?

Is Relay.app a Make.com alternative for connecting Pipedrive to Tally?

See why people love Relay.app

New to Relay.app? Learn how to automate your first workflow

What will you automate?