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
The ERPPlugs TallyPrime-Salesforce connector works with Salesforce Professional, Enterprise, and Unlimited editions. This covers the Salesforce plans most commonly used by Indian mid-market and enterprise businesses that need CRM-to-accounting integration between Salesforce and TallyPrime.
Yes, the ERPPlugs TallyPrime-Salesforce connector displays invoice number, amount, due date, and real-time payment status directly on the Salesforce Account and Opportunity records. This gives Indian sales teams instant financial visibility without switching to TallyPrime, enabling faster follow-up on overdue payments and more informed customer conversations.
Yes, the ERPPlugs TallyPrime-Salesforce connector can convert CPQ (Configure, Price, Quote) quotes into TallyPrime sales vouchers with all line items, pricing, and discount structures preserved. This end-to-end quote-to-invoice automation eliminates the manual re-entry that typically happens when Indian sales teams close complex deals in Salesforce CPQ and need corresponding invoices in TallyPrime.
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