Tallyfy and Zapier work together to create an effective task management system by combining human-driven process management with automated application connections that streamline workflows while maintaining accountability and human oversight.
Integrate to your CRM or ERP
You can connect Tallyfy to your Customer Relationship Management (CRM) system (like Salesforce, HubSpot, Dynamics, etc.) or Enterprise Resource Planning (ERP) system. This lets you smoothly link your sales or operational processes managed in the CRM/ERP with detailed workflows run in Tallyfy.
- Save on licenses: Run detailed operational workflows in Tallyfy without needing extra expensive CRM/ERP licenses for everyone involved.
- Consistent processes: Make sure standard procedures (like client onboarding or support) are followed even when involving teams outside the CRM/ERP.
- Smooth handoffs: Make transitions between teams (like Sales to Operations) easier and trackable.
- Better client experience: Give clients a consistent journey from first contact through delivery.
CRMs are great at storing customer data and tracking sales activities, but they fall short when you need to manage complex operational workflows. Here’s where businesses typically struggle with CRM-only approaches:
CRMs use rigid, linear task flows that can’t adapt to real business complexity. If your client onboarding needs different steps based on deal size, location, or service type, you’re forced into manual workarounds or duplicate processes.
Tallyfy’s conditional automations automatically show or hide steps based on answers, creating personalized workflows without the complexity.
Most CRMs need people to log in daily and manually check for pending tasks. There’s no automatic assignment of next steps or deadline management across complex multi-step processes.
Tallyfy automatically assigns tasks to the right people at the right time, sends deadline reminders, and escalates overdue items - keeping workflows moving without manual oversight.
CRMs work well for sales teams but struggle when processes involve people outside the system (like Legal, Finance, or external partners). Information gets trapped in silos, leading to missed handoffs and inconsistent execution.
Tallyfy lets you involve anyone - internal members or external guests - in the same workflow, with everyone seeing their specific tasks and deadlines.
CRMs track data changes but don’t keep detailed records of who did what task, when, and in what order. For regulated industries or quality processes, this creates compliance gaps.
Every Tallyfy process automatically creates a complete audit trail showing exactly what happened, when, and by whom - perfect for compliance reporting or process improvement.
While CRMs integrate with some tools, they can’t coordinate complex workflows that span multiple systems. You end up with manual data entry between your CRM, project management tools, document systems, and communication platforms.
Tallyfy sits above these tools, connecting them through middleware to create smooth end-to-end processes while letting each tool do what it does best.
- When a new lead shows up in your CRM, automatically start a lead qualification process in Tallyfy.
- Assign tasks in Tallyfy for researching or contacting the lead.
- Send updated lead information back to the CRM record.
- When a deal moves to a new stage in your CRM (like “Proposal Sent”), automatically start the relevant Tallyfy process (like “Contract Review”).
- Include people who don’t use the CRM (like Legal or Finance) in necessary steps.
- When a deal is marked “Won” in the CRM, automatically start the detailed client onboarding process in Tallyfy.
- Easily hand off tasks to the implementation or customer success team.
- Even invite the client as a guest to join specific onboarding tasks in Tallyfy.
- Use Tallyfy to manage complex or multi-step customer support procedures.
- Make sure support agents follow consistent steps for certain types of issues.
- Help train new support staff faster using standard Tallyfy templates.
Most connections are built using middleware platforms (Zapier, Make, Power Automate, etc.). Sometimes, direct links can also be used.
There are two main ways information flows:
Use a special Tallyfy magic link to create a button or link inside your CRM/ERP.
- Create a Tallyfy magic link for the template you want to launch.
- Set up the link to pull information (like contact name, company, deal ID) from the CRM/ERP record.
- Add this link as a button or clickable link within your CRM/ERP interface (e.g., on the Opportunity page).
- When a user clicks the link/button, it starts the Tallyfy process and automatically fills in the information from the CRM/ERP.
See this video for a demonstration:
Update your CRM/ERP records with information collected in Tallyfy forms.
- Set up a Tallyfy webhook to trigger when a specific Tallyfy form/task is completed.
- Use a middleware tool to catch the webhook data.
- Configure the middleware to find the correct record in your CRM/ERP (using an ID passed from the CRM initially - see note below) and update specific fields with the Tallyfy form answers.
Important: To update the correct record in your CRM/ERP (like the right Contact or Deal), you usually need that record’s unique ID. Make sure to pass this ID from the CRM/ERP into Tallyfy when the process starts (like using the magic link in method 1), so you can use it later to find the right record to update.
Tallyfy transforms from an isolated workflow tool into a comprehensive business process orchestration hub through multiple integration methods including Open API for custom development webhooks for real-time notifications middleware platforms for no-code connections AI agents for legacy systems and native integrations that coordinate across entire technology ecosystems for maximum organizational efficiency.
Microsoft Power Automate serves as an integration bridge that connects Tallyfy’s human-centric process management platform with Microsoft ecosystem applications and other business systems to automate data flows and system-to-system tasks while Tallyfy handles workflow management and process tracking.
Middleware platforms like Zapier Make and Power Automate enable non-technical users to automatically connect Tallyfy with other business applications through visual drag-and-drop interfaces without requiring any coding expertise.
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