Salesmate + Tallyfy Integration

Connect Salesmate to Tallyfy in 1 click

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Popular Salesmate + Tallyfy Workflows

most-popular-automations
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
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 updated in Salesmate Instant
  • Salesmate
    Activity is created in Salesmate
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
  • 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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Popular Alternative
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750 Tasks
in $19.99
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2,000 Tasks
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Integrate Salesmate & Tallyfy In 1 Click
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