Tallyfy complements Salesforce by orchestrating the invisible micro-tasks and cross-team handoffs that occur between CRM pipeline stages through automated workflows that track detailed execution activities like technical reviews and legal approvals that Salesforce cannot manage.
Close
Close excels at inside sales - built-in calling, email sequences, and pipeline management for high-velocity sales teams. But between each call and each stage change, tasks must happen that Close cannot coordinate.
When a sales rep logs a qualifying call in Close, the next steps often involve other people: scheduling a demo with a solutions engineer, getting pricing approved, having legal review custom terms. Close tracks the deal and the communications - but not the multi-person tasks that move deals forward.
What Close manages:
- Built-in calling and SMS
- Email sequences and tracking
- Pipeline and deal management
- Sales team activity
What falls through the cracks:
- Micro-tasks between calls and meetings
- Cross-team coordination for demos and proposals
- Approval workflows for pricing exceptions
- Post-call follow-up task assignment
- Handoffs to Operations after close
- Audit trails for deal execution
Close helps reps work fast. Tallyfy ensures the supporting work across your organization happens just as fast.
Tallyfy serves as the orchestration layer that connects Close activities with the detailed workflows that support each deal.
After calls logged in Close, Tallyfy:
- Launches follow-up task sequences
- Assigns prep work to relevant team members
- Tracks completion before next touchpoint
- Escalates if tasks are overdue
When deals need demos or proposals, Tallyfy:
- Coordinates scheduling with solutions engineers
- Routes technical requirements gathering
- Manages proposal development across teams
- Tracks approvals and revisions
When deals close in Close, Tallyfy orchestrates:
- Immediate handoff to Customer Success
- Account setup and provisioning
- Onboarding kickoff tasks
- Training scheduling
Middleware: Connect via Zapier to trigger Tallyfy workflows from Close events.
API: Build custom integration using Tallyfy’s API with Close’s REST API.
See also: Integrate to your CRM or ERP
Book a consultation ↗ to discuss connecting Close with your Tallyfy workflows.
Connect your existing business systems with Tallyfy to orchestrate cross-department workflows that vendor platforms cannot coordinate on their own - bridging CRM, Helpdesk, HR, Finance, RPA, and Operations teams.
Tallyfy complements Zoho CRM by orchestrating complex cross-department workflows and micro-tasks that occur between sales pipeline stages - handling coordination with non-Zoho users and multi-level approvals that Zoho’s native automation cannot manage on its own.
Copper CRM captures relationship data within Google Workspace but lacks the ability to orchestrate structured cross-team task workflows and approvals that Tallyfy provides through middleware connections to coordinate deal execution across entire organizations.
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