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Integrate Tallyfy with your CRM

Integrating Tallyfy with your CRM can greatly enhance your sales and customer onboarding processes. With Tallyfy, you can automate tasks, gather lead information, and ensure smooth client hand-offs. Best of all, it’s a cost-effective solution compared to expensive CRM systems like Salesforce.

Here are some ways you can leverage Tallyfy’s integration capabilities:

  1. Qualify and enrich lead information by launching a Tallyfy process when you get a new lead in your CRM.
  2. Streamline your sales process by triggering a Tallyfy process when a lead changes state in your CRM. This is especially useful if the people involved are not CRM users.
  3. Enhance your client onboarding experience by launching a Tallyfy process when a sale is won in your CRM. You can even invite clients to collaborate with you on Tallyfy, reducing the need for overwhelming emails and calls.
  4. Run standard operating procedures (SOPs) for your support staff using Tallyfy if you use the helpdesk tools in your CRM.

​​ Launch a process using your CRM

For seamless integration, you can use middleware systems or perform UI integrations. Tallyfy offers native integrations with popular CRM systems like Salesforce. Here are two types of integrations you can achieve:

  1. Launch a Tallyfy process from within your CRM and pass CRM data to Tallyfy.
  2. Send data from Tallyfy to specific fields in your CRM using webhooks and middleware platforms like Zapier.

To learn more about these integrations and how to set them up, check out the links below:

​​ Sending data to your CRM

Follow the steps in this video tutorial:

With Tallyfy’s powerful integration features, you can supercharge your CRM and streamline your business processes. Get started today and experience the benefits for yourself!