Tallyfy + Upnify Integration

Connect Tallyfy to Upnify in 1 click

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Upnify + Tallyfy Integration

Create Tallyfy task for new Upnify client

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.
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Upnify + Tallyfy Integration

Create Tallyfy task for new Upnify 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 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.
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Tallyfy + Upnify Integration
1.
  • Upnify
    Client is created in Upnify Instant
  • Upnify
    Prospect is created in Upnify Instant
  • Upnify
    Opportunity is created in Upnify Instant
  • Upnify
    Sale is created in Upnify Instant
2.
  • 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
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
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