TallyPrime Zoho CRM Integration - Sync Sales & Invoices
ERPPlugs's TallyPrime-Zoho CRM connector syncs invoices, contacts, deals, and payment statuses between TallyPrime and Zoho CRM. Your sales team sees real-time payment info without accessing Tally. From Rs 4,999/month.
Sync TallyPrime invoices and payments with Zoho CRM
Overview
Bridge the gap between your accounting and sales teams. This connector ensures Zoho CRM deals create invoices in Tally, and payment statuses from Tally are visible to the sales team in CRM. No more asking the accounts team whether a client has paid.
Data Sync Details
| Data Type | Direction | Frequency |
|---|---|---|
| Contacts | Bidirectional | Real-time |
| Invoices | TallyPrime → Zoho CRM | On creation |
| Payment Status | TallyPrime → Zoho CRM | Real-time |
| Deals/Quotations | Zoho CRM → TallyPrime | On conversion |
Features
Key Benefits
Sales Visibility
Sales team sees payment status without calling accounts.
Faster Collections
Follow up on overdue invoices directly from CRM.
Unified Data
One truth for customer data across sales and accounting.
No Data Entry
Deals become invoices automatically.
Setup in Minutes
Connect Zoho CRM
Authorize via Zoho OAuth.
Link TallyPrime
Connect your Tally company.
Map Fields
Match CRM deal fields with Tally voucher fields.
Enable Sync
Activate bidirectional contact and invoice sync.
Frequently Asked Questions
Yes, the ERPPlugs TallyPrime-Zoho CRM connector shows the linked invoice and current payment status from TallyPrime directly on every Zoho CRM deal record, updated in real-time. This means Indian sales teams no longer need to call or email the accounts department to check if a client has paid — they can see outstanding amounts, overdue invoices, and payment history right within their CRM workflow.
Yes, when a deal is marked as won in Zoho CRM, the ERPPlugs TallyPrime-Zoho CRM connector automatically creates a corresponding sales voucher or invoice in TallyPrime with all line items, pricing, and customer details preserved. This eliminates the manual handoff between sales and accounting teams that typically delays invoicing by 1-2 business days in Indian companies.
The ERPPlugs TallyPrime-Zoho CRM connector syncs customer contacts bidirectionally between TallyPrime and Zoho CRM. New customers created in either platform automatically appear in the other, ensuring both your sales and accounting teams always work with the same up-to-date customer data without manual re-entry or import/export processes.
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