Tallyfy + Capsule CRM Integration

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Capsule CRM + Tallyfy Integration

Create Tallyfy task for new Capsule CRM person

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

When you create a person in Capsule CRM, 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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Capsule CRM + Tallyfy Integration

Create Tallyfy task for new Capsule CRM task

Capsule CRM 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 Capsule CRM. Tallyfy is a great tool for this.

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

Create Tallyfy task for new Capsule CRM 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 Capsule CRM? Well now there is!

With our integration between Capsule CRM and Tallyfy, creating task in Tallyfy is now easier than ever. Whenever a opportunity is created in Capsule CRM, you can automatically create a corresponding task in Tallyfy to keep your team up-to-date.
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Tallyfy + Capsule CRM Integration
1.
  • Capsule CRM
    Person is created in Capsule CRM Instant
  • Capsule CRM
    Person is updated in Capsule CRM Instant
  • Capsule CRM
    Task is created in Capsule CRM Instant
  • Capsule CRM
    Task is updated in Capsule CRM Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM Instant
  • Capsule CRM
    Case is created in Capsule CRM Instant
  • Capsule CRM
    Case is updated in Capsule CRM Instant
  • Capsule CRM
    Organisation is created in Capsule CRM Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM Instant
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
  • Capsule CRM
    Create person in Capsule CRM
  • Capsule CRM
    Search person in Capsule CRM
  • Capsule CRM
    Create opportunity in Capsule CRM
  • Capsule CRM
    Search opportunity in Capsule CRM
  • Capsule CRM
    Create task in Capsule CRM
  • Capsule CRM
    Add note to entity in Capsule CRM
  • Capsule CRM
    Create organisation in Capsule CRM
  • Capsule CRM
    Search organisation in Capsule CRM
  • Capsule CRM
    Search person or organisation in Capsule CRM
  • Capsule CRM
    Add tag to entity in Capsule CRM
  • Capsule CRM
    Create case in Capsule CRM
  • Capsule CRM
    Search case in Capsule CRM
  • Capsule CRM
    Search milestone in Capsule CRM
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