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.
Pipedrive
Pipedrive gives sales teams a visual pipeline to track deals. But moving a deal from one stage to the next requires more than dragging a card - it requires coordinated tasks across multiple people that Pipedrive cannot orchestrate.
When a deal moves to “Proposal Sent” in Pipedrive, the proposal itself needed technical input, pricing approval, and legal review. When it moves to “Negotiation,” someone needs to track revision requests and approval chains. Pipedrive shows where deals are - not what must happen to move them forward.
What Pipedrive manages:
- Visual sales pipeline
- Deal tracking and activities
- Email integration
- Sales reporting
What falls through the cracks:
- Micro-tasks required at each stage
- Cross-team coordination for proposals
- Approval workflows for pricing and contracts
- Post-win handoffs to Operations
- Deadline enforcement on internal tasks
- Audit trails for deal execution
Pipedrive tells you a deal is in the proposal stage. Tallyfy ensures the proposal gets created, reviewed, and approved correctly.
Tallyfy serves as the orchestration layer that connects Pipedrive stage changes with the detailed workflows that must happen at each stage.
When deals reach proposal stage in Pipedrive, Tallyfy:
- Launches proposal development workflows
- Assigns technical scoping to the right engineer
- Routes pricing for approval based on deal size
- Tracks who contributed what and when
When deals move to negotiation in Pipedrive, Tallyfy:
- Coordinates revision request handling
- Routes contract changes through legal
- Manages approval chains for exceptions
- Ensures nothing falls through cracks
When deals close in Pipedrive, Tallyfy orchestrates:
- Customer onboarding handoff
- Win review documentation
- Or loss analysis and feedback capture
- Account setup tasks
Middleware: Connect via Zapier or Make to trigger Tallyfy workflows from Pipedrive deal events.
API: Build custom integration using Tallyfy’s API with Pipedrive’s REST API.
See also: Integrate to your CRM or ERP
Book a consultation ↗ to discuss connecting Pipedrive with your Tallyfy workflows.
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.
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 HubSpot by orchestrating the detailed micro-tasks and cross-team coordination that occur between pipeline stage changes - handling marketing-to-sales handoffs deal execution workflows and customer onboarding sequences that HubSpot’s automation cannot manage.
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