Overloop + Tallyfy Integration

Connect Overloop to Tallyfy - Automate your workflows in 1-click

Make use of Overloop automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Make use of Tallyfy automations to improve team communication and gain real-time visibility into project progress. And automate all the repetitive tasks between Overloop & Tallyfy using Integrately.

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Ready Workflows For Overloop + Tallyfy Integration

Just click on the workflow you want to automate

Create Tallyfy task for new Overloop contact

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

When you create a contact in Overloop, 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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Create Tallyfy task for new Overloop 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 Overloop? Well now there is!

With our integration between Overloop and Tallyfy, creating task in Tallyfy is now easier than ever. Whenever a deal is created in Overloop, you can automatically create a corresponding task in Tallyfy to keep your team up-to-date.

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When Contact is created in Overloop > Check any condition > Create task in Tallyfy

Overloop + Tallyfy Integration

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When User is created in Overloop > Check any condition > Create task in Tallyfy

Overloop + Tallyfy Integration

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Create Your Own Overloop & Tallyfy Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created in Overloop
Triggers the automation whenever a new contact is created
Contact is replied in Overloop
Triggers the automation whenever a contact responds to a previously sent message
Exclusion List Item is created in Overloop
Triggers the automation whenever an item is added to the exclusion list
Campaign is created in Overloop
Triggers the automation whenever a new campaign is created
Workflow is created in Overloop
Triggers the automation whenever a workflow is created
Pipeline is created in Overloop
Triggers the automation whenever a new pipeline is created
Stage is created in Overloop
Triggers the automation whenever a new stage is created
Organization is created in Overloop
Triggers the automation whenever a new organization is created
Deal lost in Overloop
Triggers the automation whenever a deal is lost
Deal won in Overloop
Triggers the automation whenever a deal is won
Deal is created in Overloop
Triggers the automation whenever a deal is created
User is created in Overloop
Triggers the automation whenever a new user is created
List is created in Overloop
Triggers the automation whenever a new list is created

Create new contact in Overloop
Automatically adds a new contact to the address book
Search contact in Overloop
Automatically finds and retrieves contact information
Enroll contact in workflow in Overloop
Automatically enrolls a contact in a workflow
Enroll deal in workflow in Overloop
Automatically enrolls a deal in a workflow
Add contact to exclusion list in Overloop
Automatically exclude contacts from receiving future communications
Update contact in Overloop
Automatically updates contact information with new details
Remove contact from exclusion list in Overloop
Automatically removes a contact from the exclusion list
Search organization in Overloop
Automatically finds and retrieves information about a organization
Create new organization in Overloop
Automatically creates a new organization
Update organization in Overloop
Automatically updates organization information
Create new deal in Overloop
Automatically generates a new deal for potential clients
Search deal in Overloop
Automatically retrieves and find a deal
Mark deal as lost in Overloop
Automatically updates deal status to lost
Mark deal as won in Overloop
Automatically updates deal status to won
Update deal in Overloop
Automatically updates deal information based on new criteria or changes
Enroll organization in workflow in Overloop
Automatically enrolls an organization in a workflow
Search email in Overloop
Automatically scan email inbox for keywords or sender
Create task in Tallyfy
Automatically creates a new task
Update task in Tallyfy
Automatically updates the task with new information or changes
Mark task as completed in Tallyfy
Automatically marks the task as completed
Add comment to task in Tallyfy
Automatically adds a comment to a task
Add comment to step in Tallyfy
Automatically adds a comment to a step in the workflow
Search user in org in Tallyfy
Automatically searches for a user in an organization

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Overloop & Tallyfy In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect Overloop or Tallyfy With 1200+ Other Apps

Overloop is a CRM designed for outbound sales teams that helps with lead generation, pipeline management, cold email campaigns, LinkedIn extension, email finder and syncing, deal probability and forecasting, sales automation, statistics and reporting.

See Overloop Integrations

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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Overloop + Tallyfy Integration

Connect Overloop to Tallyfy - Automate your workflows in 1-click

Ready Workflows For Overloop + Tallyfy Integration

Create Tallyfy task for new Overloop contact

Create Tallyfy task for new Overloop deal

When Contact is created in Overloop > Check any condition > Create task in Tallyfy

When User is created in Overloop > Check any condition > Create task in Tallyfy

Create Your Own Overloop & Tallyfy Integration Without Any Code

Integrate Overloop & Tallyfy In 1 Click
And Save Time & Money Both

Want to automate something else in your workflow?

You Can Also Connect Overloop or Tallyfy With 1200+ Other Apps

❤Trusted by 42,000+ Customers

Automate Your Tedious Tasks
With A Single Click.

It's so easy a caveman could do it.

Overloop + Tallyfy Integration

Connect Overloop to Tallyfy - Automate your workflows in 1-click

Ready Workflows For Overloop + Tallyfy Integration

Create Tallyfy task for new Overloop contact

Create Tallyfy task for new Overloop deal

When Contact is created in Overloop > Check any condition > Create task in Tallyfy

When User is created in Overloop > Check any condition > Create task in Tallyfy

Create Your Own Overloop & Tallyfy Integration Without Any Code

Integrate Overloop & Tallyfy In 1 Click And Save Time & Money Both

Want to automate something else in your workflow?

You Can Also Connect Overloop or Tallyfy With 1200+ Other Apps

❤Trusted by 42,000+ Customers

Automate Your Tedious Tasks With A Single Click.

It's so easy a caveman could do it.

Integrate Overloop & Tallyfy In 1 Click
And Save Time & Money Both

Automate Your Tedious Tasks
With A Single Click.