Tallyfy + OnePageCRM Integration

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OnePageCRM + Tallyfy Integration

Create Tallyfy task for new OnePageCRM contact

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

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

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

With our integration between OnePageCRM and Tallyfy, creating task in Tallyfy is now easier than ever. Whenever a deal is created in OnePageCRM, you can automatically create a corresponding task in Tallyfy to keep your team up-to-date.
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Tallyfy + OnePageCRM Integration
1.
  • OnePageCRM
    Contact is updated in OnePageCRM
  • OnePageCRM
    New contact is created in OnePageCRM
  • OnePageCRM
    Pending deal is created in OnePageCRM
  • OnePageCRM
    Deal is won in OnePageCRM
  • OnePageCRM
    New action is created in OnePageCRM
2.
  • Tallyfy
    Create task in Tallyfy
  • Tallyfy
    Update a task in Tallyfy
  • Tallyfy
    Mark task as completed in Tallyfy
  • Tallyfy
    Add a comment to a task in Tallyfy
  • Tallyfy
    Add a comment to a step in Tallyfy
  • Tallyfy
    Search user in org in Tallyfy
  • OnePageCRM
    Create contact in OnePageCRM
  • OnePageCRM
    Add note to a contact in OnePageCRM
  • OnePageCRM
    Create note attachment in OnePageCRM
  • OnePageCRM
    Search contact by name in OnePageCRM
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