Salesmate + Tally Integration

Connect Salesmate to Tally in 1 click

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Popular Salesmate + Tally Workflows

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Tally + Salesmate Integration

Create Salesmate contact for new Tally response

When someone completes your Tally, a new contact is automatically created in your Salesmate. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the Tally is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Tally - Salesmate integration set up makes it easy to manage your customer relationships and grow your business.
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Tally + Salesmate Integration

Create Salesmate deal for new Tally response

Integrating your Salesmate with your Tally, can help you automatically create new deals based on responses recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Tally - Salesmate integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Salesmate + Tally Integration
1.
  • Salesmate
    Contact is created in Salesmate
  • Salesmate
    Contact is updated in Salesmate Instant
  • Salesmate
    Deal is created in Salesmate
  • Salesmate
    Deal is updated in Salesmate Instant
  • Salesmate
    Company is created in Salesmate
  • Salesmate
    Company is updated in Salesmate Instant
  • Salesmate
    Activity is created in Salesmate
  • Salesmate
    Activity is updated in Salesmate Instant
  • Tally
    Response is created in Tally Instant
2.
  • Salesmate
    Create contact in Salesmate
  • Salesmate
    Search contact in Salesmate
  • Salesmate
    Update contact in Salesmate
  • Salesmate
    Get contact by id in Salesmate
  • Salesmate
    Create deal in Salesmate
  • Salesmate
    Update deal in Salesmate
  • Salesmate
    Search deal in Salesmate
  • Salesmate
    Create activity in Salesmate
  • Salesmate
    Update activity in Salesmate
  • Salesmate
    Search activity in Salesmate
  • Salesmate
    Create company in Salesmate
  • Salesmate
    Update company in Salesmate
  • Salesmate
    Search company in Salesmate
  • Salesmate
    Create note in Salesmate
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