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Tallyfy + Salesmate Integration

Tallyfy + Salesmate Integration

Connect Tallyfy to Salesmate in 1 click

Popular Tallyfy + Salesmate Workflows

Salesmate + Tallyfy Integration

Create Tallyfy task for new Salesmate contact

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

When you create a contact in Salesmate, 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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Salesmate + Tallyfy Integration

Create Tallyfy task for new Salesmate 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 Salesmate? Well now there is!

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

Create Tallyfy task for new Salesmate activity

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

All you need to do is - integrate Tallyfy with Salesmate to create task in Tallyfy automatically when certain activity occur in Salesmate. This can save you time by not having to manually create tasks in both systems.
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Didn’t find what you were looking for?

Create Your Own Tallyfy & Salesmate Integration In Clicks

What Do You Want To Automate?
Tallyfy + Salesmate Integration
When
  • Contact is created in Salesmate
    Contact is created in Salesmate
  • Deal is created in Salesmate
    Deal is created in Salesmate
  • Company is created in Salesmate
    Company is created in Salesmate
  • Activity is created in Salesmate
    Activity is created in Salesmate
Automatically
  • Add a comment to a step in Tallyfy
    Add a comment to a step in Tallyfy
  • Create task in Tallyfy
    Create task in Tallyfy
  • Mark task as completed in Tallyfy
    Mark task as completed in Tallyfy
  • Update a task in Tallyfy
    Update a task in Tallyfy
  • Add a comment to a task in Tallyfy
    Add a comment to a task in Tallyfy
  • Find user in org in Tallyfy
    Find user in org in Tallyfy
  • Create Company in Salesmate
    Create Company in Salesmate
  • Create Contact in Salesmate
    Create Contact in Salesmate
  • Create Activity in Salesmate
    Create Activity in Salesmate
  • Create Deal in Salesmate
    Create Deal in Salesmate
  • Update Company in Salesmate
    Update Company in Salesmate
  • Update Contact in Salesmate
    Update Contact in Salesmate
  • Update Activity in Salesmate
    Update Activity in Salesmate
  • Update Deal in Salesmate
    Update Deal in Salesmate
  • Search contact in Salesmate
    Search contact in Salesmate
  • Search company in Salesmate
    Search company in Salesmate
  • Search deal in Salesmate
    Search deal in Salesmate
  • Search activity in Salesmate
    Search activity in Salesmate

You can also customize or create your own automation and add conditions and
multiple actions
etc. And that is also really easy in Integrately.

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Why Tallyfy & Salesmate Users Integrately

Tallyfy + Salesmate Integration
Ready Automations

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

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Tallyfy & Salesmate with 900+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Anybody can integrate
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Zapier : 750 tasks in $19.99,
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