Salesforce + Tallyfy
Start processes in Tallyfy from opportunity status changes in Salesforce
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.
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.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Launch Process
Launch a new process using a templates.
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