TallyPrime Salesforce Integration - CRM & Accounting Sync
The 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. Rs 2,499/month.
Sync Salesforce CRM accounts, opportunities, and invoices with TallyPrime accounting so sales and finance work off the same customer record.
Faster invoice generation after deal closure
Revenue leakage from missed invoicing
Improvement in overdue payment follow-up speed
Saved on data entry between CRM and accounting
What this connector does
For businesses that sell through Salesforce and account in TallyPrime, the gap between CRM and finance is a persistent source of friction. Sales reps close deals but have no visibility into whether customers have actually paid. Finance teams receive won opportunities days after closure and must manually create TallyPrime invoices. Customer master data drifts apart across the two systems, leading to billing errors and duplicate records.
The ERPPlugs TallyPrime-Salesforce connector eliminates this silo by creating a live bridge between your CRM and accounting. When an opportunity moves to Closed-Won, a sales voucher is automatically generated in TallyPrime with the correct line items, pricing, and tax treatment. Payment status from TallyPrime flows back to Salesforce in real-time, so sales reps can see outstanding balances directly on the Account record without calling the finance team.
The connector also keeps contact and account master data synchronized bidirectionally, preventing the drift that causes billing mismatches. For mid-market and enterprise businesses, the integration supports Salesforce CPQ quotes, custom objects, and multi-currency deals — bridging the complexity of enterprise CRM with TallyPrime's trusted accounting engine.
What changes when you plug ERPPlugs in
See how automation transforms your TallyPrime-Salesforce workflow.
Without ERPPlugs
- Sales reps calling the accounts team to check if a customer has paid before following up
- Won opportunities sitting in Salesforce while someone manually creates invoices in Tally
- Customer contact details drifting apart between Salesforce and TallyPrime over time
- No financial data available in Salesforce — sales forecasting disconnected from actual collections
- Month-end revenue recognition requiring manual cross-referencing of Salesforce deals and Tally vouchers
With ERPPlugs
- Payment status and outstanding balance visible directly on Salesforce Account records
- Closed-Won opportunities auto-generate sales vouchers in TallyPrime with all line items
- Contact and account master data stays synchronized bidirectionally in real-time
- Sales forecasting enriched with real collection data from TallyPrime
- Revenue recognized automatically as Tally invoices are matched to Salesforce opportunities
Built for teams that need reliable automation
The TallyPrime <-> Salesforceconnector fits into finance, ops, and revenue teams that have outgrown copy-paste — the ones whose month-end close should not depend on a spreadsheet, whose ledger accuracy should not depend on human vigilance, and whose sales velocity should not stall behind an accountant's inbox.
Below are the roles that get the fastest return the moment this connector goes live. If yours is on the list, the payback is typically visible in the first billing cycle.
Sales Operations Leader
Needs real-time payment visibility in Salesforce so sales reps can prioritize follow-ups and the forecast reflects actual collections, not just pipeline.
Finance Controller
Wants invoices generated in TallyPrime automatically when deals close in Salesforce, eliminating the manual handoff that delays billing and increases DSO.
Business Owner (Mid-Market)
Runs a growing business with Salesforce for CRM and TallyPrime for accounting, needs both systems talking to each other without custom development.
How data flows and what gets synced
The bridge between TallyPrime and Salesforce, and the exact records that move across it.
TallyPrime
ERPPlugs Engine
Salesforce
| 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 |
Alternative TallyPrime <-> Salesforce integrations available to Indian businesses, and where each fits.
| Connector | Type | Salesforce Support | Typical Capabilities |
|---|---|---|---|
| TallyPrime <-> SalesforceThis page | Native ERP connector | ✓ Native | Opportunity-to-invoice automation, Bidirectional contact sync, Payment status in Salesforce |
| Tally Developer / TDL customization | In-house Tally scripting | Full (developer required) | — |
| Zapier + Tally + [target app] | iPaaS bridge (no Tally-side native support) | Partial | — |
| Custom REST/CSV middleware | Bespoke development | Full (weeks to build) | — |
| Manual CSV export/import | Spreadsheet workflow | Manual only | — |
Common automation scenarios
Real workflows this connector automates for you.
When
Opportunity marked Closed-Won in Salesforce
Sales voucher created in TallyPrime with all line items, pricing, and customer details
When
Payment received and recorded in TallyPrime
Payment status and outstanding balance updated on the Salesforce Account and Opportunity records
When
New contact created in Salesforce
Corresponding ledger master created in TallyPrime under the appropriate group
When
Invoice overdue beyond 30 days in TallyPrime
Task created in Salesforce for the account owner to follow up on the overdue payment
What's included
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.
Try the TallyPrime <-> Salesforce Connector Free
Start with 1 connector and 100 transactions/month — no credit card required. See real data flowing between TallyPrime and Salesforce inside 5 minutes.
Compliance-ready. Live in minutes.
What you get out of the box for statutory compliance — and the exact steps to go live.
Compliance & Compatibility
TallyPrime
TallyPrime 3.x, 4.x (Silver and Gold editions)
Salesforce
Salesforce Professional, Enterprise, and Unlimited editions (Lightning Experience)
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.
Simple, Transparent Pricing
Start free, upgrade as you grow.
Free
- 1 connector (read-only sync)
- Daily sync (manual trigger)
- Basic GST compliance (CGST, SGST, IGST)
- HSN code auto-mapping
- Community support
- Standard sync-status dashboard
- ERPPlugs branding on reports
- Data retention (30 days)
Starter
- 1 connector (read-write sync)
- 15-minute sync intervals
- Full GST compliance (CGST, SGST, IGST, RCM)
- HSN and SAC auto-classification
- Email support (48-hour response)
- Bank reconciliation with UTR matching
- Multi-user access (up to 3 users)
- Standard reporting dashboard
- No ERPPlugs branding on reports
- Data retention (12 months)
Growth
- 3 connectors (read-write sync)
- Real-time sync (under 30 seconds)
- Full GST compliance + e-invoice + e-way bill
- HSN, SAC, and TDS auto-classification
- Priority support (4-hour response)
- Bank reconciliation across multiple accounts
- Multi-user access (up to 10 users)
- Custom field mapping and transformations
- Advanced analytics dashboard
- Webhook notifications for every event
- Scheduled reports (daily / weekly / monthly)
- Data retention (36 months)
Enterprise
- Unlimited connectors
- Real-time sync with sub-second latency
- Dedicated account manager (1-hour SLA)
- Full GST + e-invoice + e-way bill + IRN
- White-label option (your brand on reports)
- Custom field mapping and business logic
- Advanced analytics + custom BI exports
- Webhook notifications with retry and DLQ
- SSO and role-based access control
- Custom SLA with uptime guarantees
- Onboarding workshop and dedicated CS team
- Data retention (7 years) and audit export
- India-region data residency (DPDP-aligned)
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.
Related Connectors
Other integrations you might find useful
TallyPrime <-> Zoho CRM
Sync TallyPrime invoices, payments, and receivables status with Zoho CRM so sales sees real-time credit exposure and collection history.
Learn moreTallyPrime <-> Zoho Books
Bridge TallyPrime desktop accounting with Zoho Books cloud so vouchers, invoices, and party masters stay in step across both platforms.
Learn moreReady to connect TallyPrime with Salesforce?
Join thousands of Indian businesses automating their ERP workflows with ERPPlugs. Setup takes under 5 minutes.