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Integrating Salesforce and Tally

Relay provides seamless integration between Salesforce and Tally, offering users a powerful combination of CRM and form building capabilities. By connecting these two apps, users can streamline their data collection and management processes, saving time and effort.

Streamlined Lead Capture

With the Salesforce and Tally integration, businesses can effortlessly capture and sync lead data from a Tally form directly into Salesforce. This eliminates the need for manual data entry and ensures accurate and up-to-date lead information is readily available in Salesforce.

Automated Opportunity Creation

Relay's automation features allow users to automatically create opportunities in Salesforce based on specific actions taken in Tally. This enables businesses to track and manage their sales pipeline more efficiently, ensuring no opportunity is missed.

Personalized Customer Communications

By combining Salesforce and Tally with Relay’s Double check automations and AI Autofill, businesses can enhance their customer communications. For example, users can personalize customer emails using AI-generated content pulled from Salesforce, providing a more tailored and engaging experience.

Ready to streamline your Salesforce and Tally workflows? Try Relay for free and experience the power of seamless integration today.

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