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Tallyfy + Follow Up Boss Integration

Tallyfy + Follow Up Boss Integration

Connect Tallyfy to Follow Up Boss in 1 click

Popular Tallyfy + Follow Up Boss Workflows

Follow Up Boss + Tallyfy Integration

Create Tallyfy task for new Follow Up Boss contact

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

When you create a contact in Follow Up Boss, 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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Follow Up Boss + Tallyfy Integration

Create Tallyfy task for new Follow Up Boss deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Tallyfy to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Follow Up Boss? Well now there is!

With our integration between Follow Up Boss and Tallyfy, creating task in Tallyfy is now easier than ever. Whenever a deal is created in Follow Up Boss, you can automatically create a corresponding task in Tallyfy to keep your team up-to-date.
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Create Your Own Tallyfy & Follow Up Boss Integration In Clicks

What Do You Want To Automate?
Tallyfy + Follow Up Boss Integration
When
  • Contact is created in Follow Up Boss
    Contact is created in Follow Up Boss Instant
  • Deal is created in Follow Up Boss
    Deal is created in Follow Up Boss Instant
  • Tag is added to contact in Follow Up Boss
    Tag is added to contact in Follow Up Boss Instant
  • Person stage is updated in Follow Up Boss
    Person stage is updated in Follow Up Boss Instant
  • Appointment is created in Follow Up Boss
    Appointment is created in Follow Up Boss Instant
  • Deal is updated in Follow Up Boss
    Deal is updated in Follow Up Boss Instant
Automatically
  • Add a comment to a step in Tallyfy
    Add a comment to a step in Tallyfy
  • Create task in Tallyfy
    Create task in Tallyfy
  • Mark task as completed in Tallyfy
    Mark task as completed in Tallyfy
  • Update a task in Tallyfy
    Update a task in Tallyfy
  • Add a comment to a task in Tallyfy
    Add a comment to a task in Tallyfy
  • Find user in org in Tallyfy
    Find user in org in Tallyfy
  • Apply an action plan to a contact in Follow Up Boss
    Apply an action plan to a contact in Follow Up Boss
  • Create note in Follow Up Boss
    Create note in Follow Up Boss
  • Pause an action plan for a contact in Follow Up Boss
    Pause an action plan for a contact in Follow Up Boss
  • Create contact without triggering action plans in Follow Up Boss
    Create contact without triggering action plans in Follow Up Boss
  • Update contact without triggering action plans in Follow Up Boss
    Update contact without triggering action plans in Follow Up Boss
  • Create collaborators in Follow Up Boss
    Create collaborators in Follow Up Boss
  • Reassign agent in Follow Up Boss
    Reassign agent in Follow Up Boss
  • Add tags to a contact in Follow Up Boss
    Add tags to a contact in Follow Up Boss
  • Change stage of a contact in Follow Up Boss
    Change stage of a contact in Follow Up Boss
  • Create inquiry or website event in Follow Up Boss
    Create inquiry or website event in Follow Up Boss
  • Create deal in Follow Up Boss
    Create deal in Follow Up Boss
  • Log call in Follow Up Boss
    Log call in Follow Up Boss
  • Create task in Follow Up Boss
    Create task in Follow Up Boss
  • Search contact in Follow Up Boss
    Search contact in Follow Up Boss

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multiple actions
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Why Tallyfy & Follow Up Boss Users Integrately

Tallyfy + Follow Up Boss Integration
Ready Automations

Integrate Tallyfy & Follow Up Boss In 1 Click And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Tallyfy & Follow Up Boss with 900+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

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