Tallyfy Integrations

Acting consistently and quickly is how you win leads. When a new lead enters your Microsoft Dynamics CRM, this integration will run your Tallyfy pre-sales process. This way, you can be sure that the right task is done quickly and consistently, every time you get a lead. Without a consistent sales process - it's difficult to make your sales growth faster and more predictable.

Note: You can also pipe in lead information from your CRM into Tallyfy kick off fields

How this Microsoft Dynamics CRM - Tallyfy integration works

1. New lead is created on Microsoft Dynamics CRM
2. A specific process is launched on Tallyfy.

Apps involved

• Microsoft Dynamics CRM
• Tallyfy

People in companies of all sizes get tons of email. Most of the time, emails are fairly routine-e.g. approval requests, workflows, etc - which have to go through a pre-set business process. This integration lets you watch incoming emails in your Outlook, and when a given search criteria is matched (like the subject contains "Request proposal"), it automatically launches a Tallyfy process using a specific blueprint (like "Send sales proposal").

How this Outlook - Tallyfy integration works

1. An email comes in to your Outlook matching some search criteria (which you specify).
2. Tallyfy launches a process automatically.

Apps involved

• Outlook on Office365
• Tallyfy

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

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

Everyone knows that submitting a form is just the beginning. A form is filled out for a reason, something has to happen next. This integration enables you to catch a form submission on Google Forms and launch a custom business process on Tallyfy. This solves a huge pain for anyone using forms; ensure nothing slips through the cracks.

How this Google Forms - Tallyfy integration works

1. Someone submits your Google Form
2. Zapier launches a Tallyfy process - passing through the data entered on the form

Apps involved

• Google Forms
• Tallyfy

There's a ton of processes that must be done properly on a recurring schedule - every day, every week, every month, etc. Most business operations run via reliable recurring processes that are done correctly, by the right people, on time. With this integration, you can setup a recurring schedule that launches a Tallyfy process on any schedule you specify.

How this Schedule by Zapier - Tallyfy integration works

1. Set a recurring schedule
2. Launch a process in Tallyfy - on the scheduled frequency you have set

Apps involved

• Schedule by Zapier
• Tallyfy

You don't really want to sell a customer or client something, and then follow-through with service that sucks! That customer will feel like they made a mistake trusting you, and you will never win them back. First impressions are everything. With this integration, when an opportunity closes on HubSpot, automatically start your client on-boarding process on Tallyfy to ensure everything is done right, on time - every time. Don't lose customers by missing deadlines or dropping the ball on critical tasks after the sale.

Not preparing for important calls or appointments is the #1 most critical mistake you can make. With this integration, you can set a custom Tallyfy process to launch whenever a Calendly appointment is scheduled. This way forgetting something is difficult, giving you the best chance to shine, close deals, impress and generally be awesome!

Note - create your blueprint on Tallyfy first i.e. the actual process you want to do whenever an appointment is booked on Calendly.

Files are just files. It's the work you do on the files that brings you success and revenue. Imagine uploading a photo into a Google Drive folder - and automatically launching a process to re-touch and process the photo, like magic. That's what this integration does. It's awesome. Set up any folder you want to "watch" on Google Drive and every time a file is uploaded to that folder, a custom process (you define it) launches on Tallyfy!

Note - please set up your blueprint on Tallyfy first.

We all know the feeling. "I wish I'd done XYZ before our customer left us and churned". If you use Recurly to track subscriptions and billing, set up any events that you care about - and never drop the ball on doing a set process in your team. With Tallyfy - you can create a blueprint of any custom process that you need to execute if specific changes happen in Recurly.

Note - please set up your blueprint on Tallyfy first.

Sales invoices "look" simple. However, in mid-size and larger teams where you need to do much more than just create a sales invoice. You might need to check on pricing, profits margins, timelines, available resources, and so much more. With this awesome integration, when a new sales invoice is created in Xero - you can either do a set process for making sure it's right, or run a set process after it's been sent to the customer.

Note - create your blueprint in Tallyfy first.

It's great to get new email subscribers. However, as we all know , those new subscribers are actually new prospects or leads. If you don't research them properly, or reach out to them after they subscribe (on time) with a highly tailored offer or call-to-action, you could lose a big opportunity. Personalized offers stand the highest chance of success. You can't do anything personalized without research on the subscriber first. With this awesome integration, you can create a simple research process for any new subscriber on your Mailchimp and launch the process on Tallyfy, every time you have a new subscriber.

Note - create your blueprint on Tallyfy first.

Code quality is everything. People often use branches or pull requests on GitHub for specific issues and features. If you close the pull request too quickly, without proper QA and testing - you risk a constant and increasing stream of bugs. With this awesome integration - you can create a custom process on Tallyfy (as a blueprint) and launch it every time a new pull request is created or closed on GitHub.

One of the biggest problems in software development is poorly defined issues and acceptance criteria. If you make a GitHub issue without sufficient detail, it not only frustrates developers but the issue might not even be confirmed as reproducible. Every time a new issue is created in GitHub - launch a process on Tallyfy to: - Check the issue is actually reproducible - Add proper details to the issue such as screenshots, URL's or even screencasts - Define dependencies, tags, milestones, priority and much richer context to the issue If you prep an issue right, a developer can get a lot more productive (and can do that far more quickly).

Note - create your blueprint on Tallyfy first.

Imagine a pre-set process (like an approval or a workflow between your team) that you want done, every time a specific column or row is updated on Google Sheets. It would be amazing. Guess what - this integration does exactly that. Literally, update one cell on your Google Sheet and a whole process launches in Tallyfy!

Note - create your blueprint on Tallyfy first.

For many important meetings (such as client meetings) - you need to prepare to make sure the meeting will be a success. The answer is simple! Launch a Tallyfy process whenever any new Outlook calendar event matches specific criteria you set. No mistakes, no "I forgot" from anyone, and all the right tasks done by the right people - before the meeting starts.

Note - create your blueprint in Tallyfy first.