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Start processes in Tallyfy from new leads in Salesforce

  1. When this happensStep 1: New Lead

  2. Then do thisStep 2: Start Process

Handling leads consistently and on-time is a critical part of growing revenue. Don't leave anything to chance with this integration - which launches your custom process on Tallyfy as soon as a new lead is created on Salesforce. Everyone then knows who is doing what, and when, ensuring you can close more leads into revenue.

How this Salesforce - Tallyfy integration works

  1. A new lead arrives in Salesforce
  2. A process launches on Tallyfy using your custom blueprint

Apps involved

  • Salesforce
  • Tallyfy
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Connect Salesforce + Tallyfy in Minutes

It's easy to connect Salesforce + Tallyfy and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Account

Triggers when a new account is created.

New Case

Triggers when a new case is created.

New Contact

Triggers when a new contact is created.

New Custom Object Type

Triggers when you add a new type of custom object to Salesforce. Typically you want to use the "New Custom Object" trigger, not this.

New Folder

Triggers when a new folder is created.

New Campaign

Triggers when a new campaign is created.

Closed Opportunity

Triggers when an opportunity is closed.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

New Event

Triggers when a new event is created.

New Lead

Triggers when a new lead is created.

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