Salesforce
When this happens...
SalesforceOpportunity Stage Change
Then do this...
TallyfyLaunch Process

Onboarding clients is often more important than the sale itself. Any bad first impressions or disorganization means that the client/customer will be more likely to cancel their renewal with you - or even worse - never buy from you again. Tallyfy enables you to create a custom client onboarding process which you can even share with your client. As soon as you mark an opportunity "won" in Salesforce, launch your client onboarding Tallyfy process, so that nothing is left to chance.

Note: You will need to watch the right opportunity stage change in Salesforce to ensure whatever corresponds to "won client" at your end is meaningful on Salesforce as well.

How this Salesforce - Tallyfy integration works

  1. When an opportunity moves to a certain state on Salesforce e.g. "Won client"
  2. Launch your client onboarding process on Tallyfy

Apps involved

  • Salesforce
  • Tallyfy

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When this happens...
then do this!
New Lead

Triggers when a new lead is created.

Create Lead

Create a new lead.

New Custom Object

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

Add a Lead to a Campaign

Add a lead to a campaign.

New Contact

Triggers when a new contact is created.

Create Custom Object

Create a new custom object (of the type you choose).

New Opportunity

Triggers when a new opportunity is created.

Add a Contact to a Campaign

Add a contact to a campaign.

New Case

Triggers when a new case is created.

Create Contact

Create a new contact.

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Salesforce is a leading enterprise customer relationship manager (CRM) application.

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Tallyfy is a workflow platform that eliminates chaos from your repeatable processes - freeing up your time.

See Tallyfy Integrations