Tallyfy + Upnify Integration

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

When you create a client in Upnify, 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.

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 Upnify? Well now there is!

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