When this happens...
HubSpot CRMNew Deal in Stage
Then do this...
TallyfyStart Process

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.

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It's easy to connect Tallyfy + HubSpot CRM and requires absolutely zero coding experience—the only limit is your own imagination.

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

Triggers when a new deal is created.

Create Task

Creates a standalone task.

New Contact

Triggered every time a new contact is created in HubSpot.

Mark Process Task Complete

Mark process task complete.

New Contact Property Change

Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

Start Process

Launch a new process using a blueprint.

New Deal in Stage

Triggers when a new deal enters a stage.

Create Deal

Creates a new deal.

New Company

Triggers when a new company is created.

Update Deal

Updates an existing deal.

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

HubSpot CRM automatically logs emails with your contacts. It helps sales teams navigate and chart opportunities by tracking email conversations, contacts, companies, deals, and tasks — all in one seamless package.

See HubSpot CRM Integrations