CallRail + Tallyfy Integration

Connect CallRail to Tallyfy in 1 click

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Popular CallRail + Tallyfy Workflows

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CallRail + Tallyfy Integration

Create Tallyfy task for new CallRail contact

CallRail and Tallyfy are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in CallRail, do you also create a task in Tallyfy? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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CallRail + Tallyfy Integration

Create Tallyfy task for new CallRail form

Automatically creating a Tallyfy task for every new CallRail form not only eliminates the need for manual data entry, but it also ensures that each response is promptly followed up on.

By using this automation, you can rest assured that no form will fall through the cracks and that your Tallyfy team is always on top of things. Plus, automatically creating tasks from new form responses frees up your time so that you can focus on more important things.

So go ahead and set up this automation today!
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CallRail + Tallyfy Integration
1.
  • CallRail
    Phone call is completed in CallRail Instant
  • CallRail
    Phone call is updated in CallRail Instant
  • CallRail
    Phone call is started in CallRail Instant
  • CallRail
    Outbound call is completed in CallRail Instant
  • CallRail
    Form is captured in CallRail Instant
  • CallRail
    User is created in CallRail
  • CallRail
    SMS is sent in CallRail Instant
  • CallRail
    SMS is received in CallRail Instant
  • CallRail
    Company is created in CallRail
  • CallRail
    Session tracker is created in CallRail
  • CallRail
    Source tracker is created in CallRail
2.
  • Tallyfy
    Create task in Tallyfy
  • Tallyfy
    Update task in Tallyfy
  • Tallyfy
    Mark task as completed in Tallyfy
  • Tallyfy
    Add comment to task in Tallyfy
  • Tallyfy
    Add comment to step in Tallyfy
  • Tallyfy
    Search user in org in Tallyfy
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