PipelineCRM + Tallyfy Integration

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

When you create a person in PipelineDeals, 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.

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 PipelineDeals? Well now there is!

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