Tallyfy integrates with Close CRM to orchestrate the multi-person tasks and cross-team coordination that happen between sales calls including demo scheduling with solutions engineers and pricing approvals and post-sale handoffs that Close’s built-in calling and pipeline management cannot coordinate on its own.
Copper
Copper lives inside Google Workspace - CRM that works directly in Gmail and Google Calendar. This tight integration captures relationship data automatically. But deals require more than relationship tracking - they require coordinated tasks across teams.
When a deal advances in Copper, the work that makes it advance involves multiple people: solutions architects scoping requirements, finance approving pricing, legal reviewing contracts. Copper captures emails and calendar events - but not the structured task sequences that move deals forward.
What Copper manages:
- Gmail and Calendar integration
- Automatic contact and activity capture
- Pipeline and deal tracking
- Google Workspace native CRM
What falls through the cracks:
- Micro-tasks between each sales stage
- Cross-team coordination beyond email
- Structured approval workflows
- Task assignment with deadlines and accountability
- Post-sale handoffs with Operations
- Audit trails for deal execution
Copper captures what happens in Google Workspace. Tallyfy orchestrates the work that happens across your entire organization.
Tallyfy serves as the orchestration layer that connects Copper deal changes with the detailed workflows that must happen across teams.
When deals progress in Copper, Tallyfy:
- Launches structured task workflows
- Assigns work to the right people with deadlines
- Tracks completion outside of email threads
- Provides visibility to stakeholders
When deals need approvals, Tallyfy:
- Routes to the right approvers based on deal type
- Handles multi-level approval chains
- Documents approval history
- Escalates delays automatically
When deals close in Copper, Tallyfy orchestrates:
- Structured customer handoffs
- Implementation workflows
- Account provisioning tasks
- Training and onboarding sequences
Middleware: Connect via Zapier or Make to trigger Tallyfy workflows from Copper events.
API: Build custom integration using Tallyfy’s API with Copper’s REST API.
See also: Integrate to your CRM or ERP
Book a consultation ↗ to discuss connecting Copper with your Tallyfy workflows.
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