Prerequisites
- A Tally workspace with forms that include customer feedback
- A Tally API key with access to the forms you want to ingest
Connect Tally
1
Create an API key in Tally
Open Tally settings, generate an API key, and copy it.
2
Open Hearflow integrations
In Hearflow, go to Settings → Integrations and select Tally.
3
Save and select forms
Paste your key, connect, and choose which forms should be synced.
How Sync Works
Form responses — Selected forms are converted into transcript-like records. Initial backfill — Historical responses are imported after setup completes. Incremental sync — New submissions are picked up in scheduled sync runs.Data access — Hearflow only reads form metadata and responses needed for insight extraction. Your credentials are encrypted at rest.