Tallyfy + Kylas CRM Integration

Connect Tallyfy to Kylas CRM in 1 click

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Kylas CRM + Tallyfy Integration

Create Tallyfy task for new Kylas CRM contact

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

When you create a contact in Kylas 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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Kylas CRM + Tallyfy Integration

Create Tallyfy task for new Kylas CRM 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 Kylas CRM? Well now there is!

With our integration between Kylas CRM and Tallyfy, creating task in Tallyfy is now easier than ever. Whenever a deal is created in Kylas CRM, you can automatically create a corresponding task in Tallyfy to keep your team up-to-date.
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Tallyfy + Kylas CRM Integration
1.
  • Kylas CRM
    Lead is created in Kylas CRM Instant
  • Kylas CRM
    Lead is updated in Kylas CRM Instant
  • Kylas CRM
    Contact is updated in Kylas CRM Instant
  • Kylas CRM
    Contact is created in Kylas CRM Instant
  • Kylas CRM
    Deal is updated in Kylas CRM Instant
  • Kylas CRM
    Deal is created in Kylas CRM Instant
2.
  • Tallyfy
    Create task in Tallyfy
  • Tallyfy
    Update a task in Tallyfy
  • Tallyfy
    Mark task as completed in Tallyfy
  • Tallyfy
    Add a comment to a task in Tallyfy
  • Tallyfy
    Add a comment to a step in Tallyfy
  • Tallyfy
    Search user in org in Tallyfy
  • Kylas CRM
    Create contact in Kylas CRM
  • Kylas CRM
    Create Lead in Kylas CRM
  • Kylas CRM
    Create deal in Kylas CRM
  • Kylas CRM
    Create company in Kylas CRM
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Zapier
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750 Tasks
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2,000 Tasks
in $19.99

Integrate Tallyfy & Kylas CRM In 1 Click
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