Flexie CRM + Tally Integration

Connect Flexie CRM to Tally in 1 click

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Popular Flexie CRM + Tally Workflows

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Tally + Flexie CRM Integration

Create Flexie CRM contact for new Tally response

When someone completes your Tally, a new contact is automatically created in your Flexie CRM. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the Tally is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Tally - Flexie CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Tally + Flexie CRM Integration

Create Flexie CRM deal for new Tally response

Integrating your Flexie CRM with your Tally, can help you automatically create new deals based on responses recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Tally - Flexie CRM integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Flexie CRM + Tally Integration
1.
  • Flexie CRM
    Universal trigger in Flexie CRM Instant
  • Tally
    Response is created in Tally Instant
2.
  • Flexie CRM
    Create contact in Flexie CRM
  • Flexie CRM
    Update contact in Flexie CRM
  • Flexie CRM
    Search contact in Flexie CRM
  • Flexie CRM
    Create deal in Flexie CRM
  • Flexie CRM
    Update deal in Flexie CRM
  • Flexie CRM
    Search deal in Flexie CRM
  • Flexie CRM
    Update custom entity in Flexie CRM
  • Flexie CRM
    Create account in Flexie CRM
  • Flexie CRM
    Search account in Flexie CRM
  • Flexie CRM
    Update account in Flexie CRM
  • Flexie CRM
    Create custom entity in Flexie CRM
  • Flexie CRM
    Search custom entity in Flexie CRM
  • Flexie CRM
    Create lead in Flexie CRM
  • Flexie CRM
    Search lead in Flexie CRM
  • Flexie CRM
    Update lead in Flexie CRM
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