Middleware > CRM and ERP integration
Tallyfy connects to CRM and ERP systems like Salesforce and NetSuite through middleware or magic…
Salesforce
The gap Salesforce can’t fill
Section titled “The gap Salesforce can’t fill”Salesforce holds your contacts, their activity history, and your forecasts and reports. It tracks each deal through pipeline stages - Lead, Qualified, Proposal, Negotiation, Closed Won. But it misses the micro-tasks that must happen between each stage transition.
Moving a deal from “Qualified” to “Proposal” takes one click in Salesforce. The work behind that click includes technical reviews, pricing approvals, legal checks, resource allocation, competitor analysis, and demo prep. Each involves multiple people, deadlines, and conditional logic, and the stage field records none of it.
What falls through the cracks:
- Handoffs between teams, as a deal moves from Sales to Legal to Finance to Operations.
- Deadlines on internal deal tasks.
- Steps that only some deals need, depending on deal size or type.
- Onboarding the customer once the deal closes.
- A record of who did each deal task.
In Tallyfy, each task between stages gets an assignee and a deadline, and you can see which ones are done.
How Tallyfy fills this gap
Section titled “How Tallyfy fills this gap”You build the work for each stage as a Tallyfy template. Tallyfy doesn’t watch Salesforce by itself, so something has to start the process: a middleware automation, a magic link, or your own code calling the API.
Micro-task coordination
Section titled “Micro-task coordination”When a middleware automation sees a deal change stage in Salesforce, it launches the matching Tallyfy process and passes deal details, such as size, type, and region, into the kick-off form. Tallyfy then:
- Assigns tasks to the right people with deadlines.
- Shows or hides steps based on those deal details, using conditional automations.
- Tracks completion across all involved teams.
Cross-team handoffs
Section titled “Cross-team handoffs”You can build each handoff as a step in one Tallyfy template. For example, the technical team scopes the requirements after sales qualifies the deal, and legal reviews the contract terms once pricing is approved. Operations begins onboarding when the deal closes.
Post-sale workflows
Section titled “Post-sale workflows”When a deal closes in Salesforce, a middleware automation can launch a customer onboarding process in Tallyfy. The Workato guide walks through this case, starting from an updated Salesforce opportunity. Its steps can run from the implementation project kickoff through account and access setup to scheduling the customer’s training and enablement.
Connect today
Section titled “Connect today”Middleware - Connect via Zapier, Power Automate, Make, or Workato. The automation watches Salesforce for an event you pick, such as an updated opportunity, and launches a Tallyfy process with deal data mapped into the kick-off form. It runs with nobody clicking anything, so a stage change alone can start a process. See launch via middleware.
Magic links - Launch Tallyfy workflows directly from Salesforce opportunity records with pre-filled data. Add a button to your opportunity page layout. A logged-in user has to click it, and it can’t skip required kick-off fields. See launch via a magic link.
API - Build a custom integration using Tallyfy’s API with Salesforce’s REST APIs. Your code launches the process.
Webhooks - To write Tallyfy form answers back to the Salesforce record, send a Tallyfy webhook (an automatic message Tallyfy sends when a task is completed) to middleware and let it update the record. Pass the Salesforce record ID into the process at launch so middleware can find the right record. See webhooks.
See also - Integrate to your CRM or ERP
Get started
Section titled “Get started”Book a consultation ↗ to discuss connecting Salesforce with your Tallyfy workflows. We’ll map each sales stage to the Tallyfy template it should launch.
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