Salesforce + Tallyfy
Start processes in Tallyfy from new leads in Salesforce
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.
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.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Launch Process
Launch a new process using a templates.
- Free forever for core features
- 14 day trial for premium features & apps
