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.
Salesforce
Salesforce tracks your deals through pipeline stages - Lead, Qualified, Proposal, Negotiation, Closed Won. But here’s what Salesforce misses: the dozens of micro-tasks that must happen between each stage transition.
When a deal moves from “Qualified” to “Proposal” in Salesforce, it looks like one click. In reality, it’s a cascade of coordinated activities: technical reviews, pricing approvals, legal checks, resource allocation, competitor analysis, and demo preparation. Each involves multiple people, deadlines, and conditional logic. Salesforce can’t track any of this.
What Salesforce manages:
- Customer and contact data
- Opportunity pipeline and stages
- Sales activities and communications
- Forecasting and reporting
What falls through the cracks:
- Micro-tasks between each sales stage
- Cross-team handoffs (Sales → Legal → Finance → Operations)
- Deadline enforcement on internal deal tasks
- Conditional workflows based on deal size or type
- Post-sale onboarding coordination
- Audit trails for deal execution
Two deals at the same stage in Salesforce can have completely different outcomes. The difference? Execution of the micro-tasks between stages. Tallyfy makes these invisible tasks visible, trackable, and automatic.
Tallyfy serves as the orchestration layer that connects Salesforce stage changes with the detailed workflows that must happen between them.
When deals move through Salesforce stages, Tallyfy:
- Launches the right workflow for each stage transition
- Assigns tasks to the right people with deadlines
- Routes work based on deal characteristics (size, type, region)
- Tracks completion across all stakeholders
Tallyfy handles handoffs Salesforce cannot:
- Sales qualifies deal → Technical team scopes requirements
- Pricing approved → Legal reviews contract terms
- Deal closed → Operations begins onboarding
- Complete visibility across all teams
When deals close in Salesforce, Tallyfy orchestrates:
- Customer onboarding sequences
- Implementation project kickoff
- Account provisioning and access setup
- Training and enablement scheduling
Magic Links: Launch Tallyfy workflows directly from Salesforce opportunity records with pre-filled data. Add a button to your opportunity page layout.
Middleware: Connect via Zapier, Power Automate, or Make.
API: Build custom integration using Tallyfy’s API with Salesforce’s REST APIs.
See also: Integrate to your CRM or ERP
Book a consultation ↗ to discuss connecting Salesforce with your Tallyfy workflows. We’ll map your sales stages to the micro-tasks that determine deal success.
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.
Middleware > Integrate to your CRM or ERP
Tallyfy connects to CRM and ERP systems to bridge the gap between sales stages and the dozens of micro-tasks that must happen between each transition ensuring complex operational workflows run smoothly while maintaining detailed audit trails and cross-team collaboration that traditional CRM systems cannot provide.
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