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 allows you to seamlessly 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: Ensure standard procedures (like client onboarding or support) are followed even when involving teams outside the CRM/ERP.
- Smooth handoffs: Make transitions between teams (e.g., Sales to Operations) easier and trackable.
- Better client experience: Provide a consistent journey for clients from the first contact through delivery.
CRMs excel 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 requires 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 require 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 maintain 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 orchestrate 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 seamless end-to-end processes while letting each tool do what it does best.
- When a new lead appears 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 (e.g., “Proposal Sent”), automatically start the relevant Tallyfy process (e.g., “Contract Review”).
- Involve 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 participate in specific onboarding tasks in Tallyfy.
- Use Tallyfy to manage complex or multi-step customer support procedures.
- Ensure 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 (e.g., 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 (e.g., using the magic link in method 1), so you can use it later to find the right record to update.
Middleware platforms like Zapier Make and Power Automate enable seamless no-code integration between Tallyfy and other business applications through visual workflow builders and automated data synchronization.
Tallyfy offers multiple integration methods including Open API webhooks middleware platforms AI agents and native connections to transform your workflow platform into a comprehensive business process orchestration hub that seamlessly connects with your entire technology ecosystem.
Enhance Tallyfy workflows with Power Automate for data synchronization, automated triggers, and system connectivity.
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