Salesforce + Tallyfy

Start processes in Tallyfy from new leads in Salesforce

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.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Launch Process
Launch a new process using a blueprint.
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History ObjectRequired
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce ObjectsRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
Trigger
Polling
Try It

- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- Path after /services/apexrest/Required
- HTTP methodRequired
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- FlowRequired
- Manual flow input parameters
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Query TypeRequired
- Include Deleted Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
Task Completed (Instant)
Triggers instantly when a task is completed
Trigger
Instant
Try It
- ActionRequired
- Process
- TaskRequired
Action
Write
- Template TitleRequired
- Template TypeRequired
- Summary
- Folder ID
- Tags
- Make Public
Action
Write
- Email AddressRequired
- First Name
- Last Name
Action
Write
- ProcessRequired
- TaskRequired
Action
Write
- TemplateRequired
- Process NameRequired
- Process Notes
Action
Write
- Task IDRequired
- Task TitleRequired
- DeadlineRequired
- Task Type
- Summary
- Assign Users
- Assign Guests
- Assign Groups
- Max Assignable
- Everyone Must Complete
- Prevent Guest Comments
- Top Secret
Action
Write
- Resource TypeRequired
- Search TermRequired
- Context ID
- Exact Match
Action
Search
- TemplateRequired
- Search ByRequired
- Search ValueRequired
- ProcessRequired
- TaskRequired
Action
Search or write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- ReportRequired
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
Process Started (Instant)
Triggers instantly when a new process is launched
Trigger
Instant
Try It
- ActionRequired
- Process
- TaskRequired
- CommentRequired
Action
Write
- Process
- TaskRequired
- Value
Action
Write
- Group NameRequired
- Description
- Member User IDs
- Guest Emails
Action
Write
- Email AddressRequired
- First NameRequired
- Last NameRequired
- Member RoleRequired
- Invitation Message
Action
Write
- Task NameRequired
- Description
- OwnersRequired
- Guest
- DeadlineRequired
Action
Write
- Context TypeRequired
- Context IDRequired
- Form Field IDRequired
- Field ValueRequired
- Update as Guest
- Guest Email
Action
Write
- TemplateRequired
- Search ByRequired
- Search ValueRequired
Action
Search
- Search QueryRequired
- Search In
- Results Limit
Action
Search

About Salesforce

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Tallyfy

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

Related categories

Task Management

Related Zap Templates

Start processes in Tallyfy from opportunity status changes in Salesforce

Related Zap Templates

Start processes in Tallyfy from opportunity status changes in Salesforce

Salesforce + Tallyfy

Start processes in Tallyfy from new leads in Salesforce

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Call Apex REST

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Launch Flow

Send Email

Update Lead

Update Record (UTC)

Custom SOQL Query

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

Task Completed (Instant)

Change Task Assignees

Create Blueprint

Create Guest

Complete Task

Launch Process

Update Task Properties

Find Resource ID

Complete Process

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Run Report

Update Contact

Update Record

API Request (Beta)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

Process Started (Instant)

Add Comment

Change Task Deadline

Create Group

Invite Member

Create Task

Update Form Field Value

Find Process Task

Global Search

About Salesforce

Related categories

Similar apps

Zapier Interfaces

About Tallyfy

Related categories

Related Zap Templates

Related Zap Templates