Tallyfy + HubSpot CRM Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Tallyfy and HubSpot CRM, with as many as 15 possible integrations. Are you ready to find your productivity superpowers?
When you win deals in Hubspot CRM, launch processes on 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.
It's easy to connect Tallyfy + HubSpot CRM and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new deal is created.
Creates a standalone task.
Triggered every time a new contact is created in HubSpot.
Mark process task complete.
Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
Launch a new process using a blueprint.
Triggers when a new deal enters a stage.
Creates a new deal.
Triggers when a new company is created.
Updates an existing deal.
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