Salesflare + Tallyfy Integration

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Popular Salesflare + Tallyfy Workflows

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Salesflare + Tallyfy Integration

Create Tallyfy task for new Salesflare person

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

When you create a person in Salesflare, 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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Salesflare + Tallyfy Integration

Create Tallyfy task for new Salesflare task

Salesflare provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Salesflare. Tallyfy is a great tool for this.

All you need to do is - integrate Tallyfy with Salesflare to create task in Tallyfy automatically when certain task occur in Salesflare. This can save you time by not having to manually create tasks in both systems.
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Salesflare + Tallyfy Integration

Create Tallyfy task for new Salesflare opportunity

Imagine this scenario: you've just negotiated a great opportunity 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 opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Salesflare? Well now there is!

With our integration between Salesflare and Tallyfy, creating task in Tallyfy is now easier than ever. Whenever a opportunity is created in Salesflare, you can automatically create a corresponding task in Tallyfy to keep your team up-to-date.
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Salesflare + Tallyfy Integration
1.
  • Salesflare
    Contact is created in Salesflare
  • Salesflare
    Person is created in Salesflare
  • Salesflare
    Opportunity is created in Salesflare
  • Salesflare
    Account is created in Salesflare
  • Salesflare
    Opportunity stage is created in Salesflare
  • Salesflare
    Task is created in Salesflare
  • Salesflare
    User is created in Salesflare
2.
  • Salesflare
    Update opportunity in Salesflare
  • Salesflare
    Create opportunity in Salesflare
  • Salesflare
    Create contact in Salesflare
  • Salesflare
    Add contact to account in Salesflare
  • Salesflare
    Search contact in Salesflare
  • Salesflare
    Update contact in Salesflare
  • Salesflare
    Search contact by email in Salesflare
  • Salesflare
    Search person in Salesflare
  • Salesflare
    Search opportunity by name in Salesflare
  • Salesflare
    Create account in Salesflare
  • Salesflare
    Search account by name in Salesflare
  • Salesflare
    Update account in Salesflare
  • Salesflare
    Create task in Salesflare
  • Salesflare
    Search opportunity stages in Salesflare
  • Salesflare
    Search user in Salesflare
  • Salesflare
    Add user to account in Salesflare
  • 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
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