Tallyfy

Tallyfy + Salesforce Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Tallyfy and Salesforce, with as many as 45 possible integrations. Are you ready to find your productivity superpowers?

Premium
Salesforce is a Premium integration on Zapier.

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

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

Triggers when a new lead is created.

Create Task

Creates a standalone task.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Mark Process Task Complete

Mark process task complete.

New Contact

Triggers when a new contact is created.

Start Process

Launch a new process using a blueprint.

New Opportunity

Triggers when a new opportunity is created.

Create Lead

Create a new lead.

New Case

Triggers when a new case is created.

Add a Lead to a Campaign

Add a lead to a campaign.

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Become a Zapier Integration Partner

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

Salesforce is a leading enterprise customer relationship manager (CRM) application.

See Salesforce Integrations