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Microsoft Dynamics 365 CRM + Tallyfy

Start processes on Tallyfy when new leads are entered in Microsoft Dynamics CRM

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.

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.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    TallyfyTallyfy
    Launch Process

    Launch a new process using a templates.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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About Tallyfy

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

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