Tallyfy + Salesforce Integration

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Salesforce + Tallyfy Integration

Create Tallyfy task for new Salesforce task

Salesforce 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 Salesforce. Tallyfy is a great tool for this.

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

Create Tallyfy task for new Salesforce opportunity

Imagine this scenario: you've just negotiated a great opportunity 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 opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Salesforce? Well now there is!

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

Create Tallyfy task for new Salesforce record

As any project manager knows, tasks are essential for tracking progress on a project. Not only do they provide a clear outline of what needs to be done, but they also help to keep team members on schedule.

However, creating tasks can be a time-consuming process, particularly if there are many steps involved. One way to streamline the task-creation process in Tallyfy is to use this Salesforce - Tallyfy integration. Using this integration, you can create a new task in Tallyfy that will be automatically populated with data from a new record in a Salesforce.

This can help to save valuable time and ensure that each task contains accurate and up-to-date information. As a result, this integration comes in handy for streamlining the task-creation process.
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Tallyfy + Salesforce Integration
1.
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get Record by Id in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce
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