TallyPrime Salesforce Integration - CRM & Accounting Sync
ERPPlugs's TallyPrime-Salesforce connector bridges your CRM and accounting. Syncs contacts, invoices, opportunities, and payment statuses between TallyPrime and Salesforce. Sales reps see real-time payment info. From Rs 4,999/month.
Sync Salesforce CRM with TallyPrime accounting
Overview
For businesses using Salesforce as their CRM and TallyPrime for accounting, this connector eliminates the data silo between sales and finance. Opportunities convert to Tally invoices, contacts stay in sync, and payment status is visible directly in Salesforce - empowering sales teams with financial visibility.
Data Sync Details
| Data Type | Direction | Frequency |
|---|---|---|
| Contacts/Accounts | Bidirectional | Real-time |
| Invoices | TallyPrime → Salesforce | On creation |
| Payment Status | TallyPrime → Salesforce | Real-time |
| Opportunities | Salesforce → TallyPrime | On conversion |
Features
Key Benefits
Sales + Finance Aligned
One truth for customer data and payments.
Faster Deal Closure
Sales reps know which accounts are current.
No Double Entry
Opportunity becomes invoice automatically.
Enterprise Scale
Built for Salesforce's enterprise workflows.
Setup in Minutes
Connect Salesforce
Authorize via Salesforce OAuth (Connected App).
Link TallyPrime
Connect your Tally company via the bridge.
Map Objects
Map Salesforce objects to Tally masters and voucher types.
Enable Integration
Activate sync rules and test with sample data.
Frequently Asked Questions
Works with Salesforce Professional, Enterprise, and Unlimited editions.
Yes. Invoice number, amount, due date, and payment status are visible on the Salesforce Account/Opportunity record.
Yes. CPQ quotes can be converted to Tally sales vouchers with all line items and pricing preserved.
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