TallySync – Tally Forms to Perfex CRM Integration

Demo

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

Perfex Admin URL:
https://demo.liquidapps.studio/tallysync/admin

Demo Login Credentials:
Username: [email protected]
Password: Demo@2026

Demo Tally Form:

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.

Who This Is For

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.

How It Works

1. Install and activate the module in Perfex CRM.
2. Add your Tally API key and test the connection.
3. Create a Form Configuration.
4. Select whether submissions create Leads or Customers.
5. Map Tally fields to Perfex fields.
6. Sync manually or enable automatic syncing via cron.

Core Features

Multi-Form Configurations

Connect multiple Tally forms and control behavior per form.
One form can create Leads, another can create Customers.

Field Mapping (UI)

Map Tally questions to Perfex CRM fields using a simple visual interface.

Manual Synchronization

Run sync instantly using the Form Sync button on Leads or Customers pages.

Automatic Synchronization (Cron)

Enable cron-based polling to process submissions automatically at your chosen interval.

Duplicate Detection & Pending Review

Detect duplicates by email or phone and review them before creating records.

Logs & Monitoring

Track every submission with full status and error details for troubleshooting.

Requirements

• Perfex CRM 3.0.* or higher (Required)
• Tally account with API access enabled
• Valid Tally API Key
• PHP cURL extension enabled
• Cron access (optional, for automatic sync)

Release Notes

Version 1.0.0 – Initial Release

• Multi-form configurations
• Manual and automatic synchronization
• Field mapping interface
• Duplicate detection and pending review
• Comprehensive logs and monitoring
• Lead source and customer group assignment
• Error handling and troubleshooting

Documentation & Support

Documentation:

support.liquidapps.studio/docs/tally-to-perfex/