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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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Tallyfy + Salesmate Integration

You can Add Conditions / More Apps in the next steps

  • Contact is created in Salesmate
    Contact is created in Salesmate
  • Contact is updated in Salesmate
    Contact is updated in Salesmate Instant
  • Deal is created in Salesmate
    Deal is created in Salesmate
  • Deal is updated in Salesmate
    Deal is updated in Salesmate Instant
  • Company is created in Salesmate
    Company is created in Salesmate
  • Company is updated in Salesmate
    Company is updated in Salesmate Instant
  • Activity is created in Salesmate
    Activity is created in Salesmate
  • Activity is updated in Salesmate
    Activity is updated in Salesmate Instant
  • Create task in Tallyfy
    Create task in Tallyfy
  • Update a task in Tallyfy
    Update a task in Tallyfy
  • Mark task as completed in Tallyfy
    Mark task as completed in Tallyfy
  • Add a comment to a task in Tallyfy
    Add a comment to a task in Tallyfy
  • Add a comment to a step in Tallyfy
    Add a comment to a step in Tallyfy
  • Search user in org in Tallyfy
    Search user in org in Tallyfy
  • Create contact in Salesmate
    Create contact in Salesmate
  • Search contact in Salesmate
    Search contact in Salesmate
  • Update contact in Salesmate
    Update contact in Salesmate
  • Get contact by id in Salesmate
    Get contact by id in Salesmate
  • Create deal in Salesmate
    Create deal in Salesmate
  • Update deal in Salesmate
    Update deal in Salesmate
  • Search deal in Salesmate
    Search deal in Salesmate
  • Create activity in Salesmate
    Create activity in Salesmate
  • Update activity in Salesmate
    Update activity in Salesmate
  • Search activity in Salesmate
    Search activity in Salesmate
  • Create company in Salesmate
    Create company in Salesmate
  • Update company in Salesmate
    Update company in Salesmate
  • Search company in Salesmate
    Search company in Salesmate
  • Create note in Salesmate
    Create note in Salesmate

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Tallyfy + Salesmate Integration
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