When this happens...
SalesforceNew Lead
Then do this...
TallyfyLaunch Process

Handling leads consistently and on-time is a critical part of growing revenue. Don't leave anything to chance with this integration - which launches your custom process on Tallyfy as soon as a new lead is created on Salesforce. Everyone then knows who is doing what, and when, ensuring you can close more leads into revenue.

How this Salesforce - Tallyfy integration works

  1. A new lead arrives in Salesforce
  2. A process launches on Tallyfy using your custom blueprint

Apps involved

  • Salesforce
  • Tallyfy

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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