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. Every CRM deal shows the linked invoice and current payment status from Tally, updated in real-time.
Yes. When a deal is marked as won in Zoho CRM, a corresponding sales voucher/invoice is created in TallyPrime.
Customer contacts are synced bidirectionally. New customers in Tally appear in CRM and vice versa.
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