Fluent CRM + Tallyfy Integration

Connect Fluent CRM to Tallyfy in 1 click

Integrate Fluent CRM + Tallyfy For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Fluent CRM + Tallyfy Workflows

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Fluent CRM + Tallyfy Integration

Create Tallyfy task for new Fluent CRM contact

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

When you create a contact in Fluent CRM, 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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Fluent CRM + Tallyfy Integration
1.
  • Fluent CRM
    Contact is created in Fluent CRM
  • Fluent CRM
    Contact is updated in Fluent CRM
2.
  • Fluent CRM
    Create contact in Fluent CRM
  • Fluent CRM
    Search contact in Fluent CRM
  • Fluent CRM
    Update contact in Fluent CRM
  • Fluent CRM
    Add note to contact in Fluent CRM
  • 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
3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
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750 Tasks
in $19.99
Integrately
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2,000 Tasks
in $19.99
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Integrate Fluent CRM & Tallyfy In 1 Click
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Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

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You Can Also Connect Fluent CRM or Tallyfy With 1200+ Other Apps

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Fluent is a sleek, intuitive and integrated WordPress CRM that helps you manage your leads from the very first touch-point to the most advanced stages of the sales funnel – all in one place.

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Tallyfy is a platform that allows teams to organize, manage and collaborate on workflows. It aims to be the ultimate productivity tool to help you achieve your goals by managing all your processes in a single interface.

See Tallyfy Integrations

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