Tallyfy
When this happens...
Microsoft Dynamics CRM (For use with Dynamics version 8)New Lead
Then do this...
TallyfyLaunch Process

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

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It's easy to connect Tallyfy + Microsoft Dynamics CRM (For use with Dynamics version 8) and requires absolutely zero coding experience—the only limit is your own imagination.

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

Triggered when a new contact is created within your Dynamics CRM instance.

Create Task

Creates a standalone task.

New Opportunity

Triggered when a new opportunity is created within your Dynamics CRM instance.

Mark Process Task Complete

Mark process task complete.

New Lead

Triggered when a new lead is created within your Dynamics CRM instance.

Start Process

Launch a new process using a blueprint.

New Account

Triggered when a new account is created within your Dynamics CRM instance.

Create Contact

Creates a new contact.

Create Lead

Creates a new lead.

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

Dynamics CRM is a leading customer resource management and enterprise resource planning software.

See Microsoft Dynamics CRM (For use with Dynamics version 8) Integrations