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.
HubSpot
HubSpot tracks your deals through pipeline stages and unifies marketing with sales. But here’s what HubSpot misses: the dozens of micro-tasks that must happen between each stage transition and during the marketing-to-sales handoff.
When a marketing qualified lead becomes sales qualified in HubSpot, it looks like one status change. In reality, it requires research, discovery call scheduling, talking point preparation, and stakeholder identification. Each involves multiple people, deadlines, and conditional logic. HubSpot’s workflows can automate emails - but not multi-team task coordination.
What HubSpot manages:
- Marketing automation and lead scoring
- Deal pipeline and stages
- Customer communications
- Reporting and analytics
What falls through the cracks:
- Micro-tasks between each sales stage
- Marketing-to-sales handoff coordination
- Cross-team task assignment with accountability
- Conditional workflows involving multiple departments
- Post-sale onboarding across Operations and Success teams
- Audit trails for deal execution
HubSpot shows a lead became an opportunity. Tallyfy ensures every micro-task that makes that transition successful actually happens.
Tallyfy serves as the orchestration layer that connects HubSpot pipeline changes with the detailed workflows that must happen between them.
When leads qualify in HubSpot, Tallyfy:
- Launches structured handoff workflows
- Ensures research and prep tasks complete before first call
- Tracks who did what and when
- Escalates if handoff tasks are delayed
When deals move through HubSpot stages, Tallyfy:
- Coordinates proposal development across teams
- Routes technical reviews based on deal requirements
- Manages pricing approvals with proper sign-offs
- Tracks completion across all stakeholders
When deals close in HubSpot, Tallyfy orchestrates:
- Customer success handoff from Sales
- Implementation kickoff workflows
- Training and enablement sequences
- Account provisioning tasks
Magic Links: Launch Tallyfy workflows directly from HubSpot deal records with pre-filled data.
Middleware: Connect via Zapier, Power Automate, or Make.
API: Build custom integration using Tallyfy’s API with HubSpot’s APIs.
See also: Integrate to your CRM or ERP
Book a consultation ↗ to discuss connecting HubSpot with your Tallyfy workflows. We’ll map your sales stages to the micro-tasks that determine deal success.
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