Sellsy + Tallyfy Integration

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Sellsy + Tallyfy Integration

Create Tallyfy task for new Sellsy contact

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

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

Create Tallyfy task for new Sellsy task

Sellsy 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 Sellsy. Tallyfy is a great tool for this.

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

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

With our integration between Sellsy and Tallyfy, creating task in Tallyfy is now easier than ever. Whenever a deal is created in Sellsy, you can automatically create a corresponding task in Tallyfy to keep your team up-to-date.
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Sellsy + Tallyfy Integration
1.
  • Sellsy
    Contact is created in Sellsy Instant
  • Sellsy
    Contact is updated in Sellsy Instant
  • Sellsy
    Opportunity is created in Sellsy Instant
  • Sellsy
    Opportunity status is changed in Sellsy Instant
  • Sellsy
    Task is updated in Sellsy Instant
  • Sellsy
    Task is deleted in Sellsy Instant
  • Sellsy
    Task is created in Sellsy Instant
  • Sellsy
    Company is created in Sellsy Instant
  • Sellsy
    Company is updated in Sellsy Instant
2.
  • Sellsy
    Create a company in Sellsy
  • Sellsy
    Update company in Sellsy
  • Sellsy
    Search company by name in Sellsy
  • Sellsy
    Create a contact in Sellsy
  • Sellsy
    Search contact by email in Sellsy
  • Sellsy
    Update contact in Sellsy
  • Sellsy
    Create an opportunity in Sellsy
  • Sellsy
    Create a task in Sellsy
  • 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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