Start processes in Tallyfy from new leads in Salesforce
When this happensStep 1: New Lead
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
- A new lead arrives in Salesforce
- A process launches on Tallyfy using your custom blueprint