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.
Zoho CRM
Zoho CRM tracks your deals through pipeline stages as part of the broader Zoho ecosystem. But even with Zoho’s extensive suite, the micro-tasks between sales stages require coordination that spans people and departments - not just apps.
When a deal moves from qualification to proposal in Zoho CRM, multiple team members need to complete specific tasks in sequence. Technical scoping, pricing approval, legal review, resource allocation - each requires assignment, deadlines, and accountability. Zoho’s Blueprint workflows help with simple sequences, but not complex cross-department coordination.
What Zoho CRM manages:
- Lead and contact management
- Deal pipeline and stages
- Sales automation (Blueprint)
- Suite integration (Zoho One)
What falls through the cracks:
- Micro-tasks between each sales stage
- Cross-department handoffs with accountability
- Complex approval chains beyond simple approvals
- Involvement of non-Zoho users in workflows
- Post-sale onboarding spanning multiple teams
- Audit trails for deal execution
Zoho CRM automates within its ecosystem. Tallyfy orchestrates across all your teams - whether they use Zoho or not.
Tallyfy serves as the orchestration layer that connects Zoho CRM stage changes with the detailed workflows that must happen between them.
When deals progress in Zoho CRM, Tallyfy:
- Assigns tasks to people regardless of which tools they use
- Coordinates between Zoho users and non-Zoho teams
- Enforces deadlines with automatic escalation
- Provides visibility across all participants
When deals require approvals, Tallyfy:
- Routes to the right approvers based on deal characteristics
- Handles multi-level approval chains
- Tracks approval history and timing
- Escalates delayed approvals automatically
When deals close in Zoho CRM, Tallyfy orchestrates:
- Customer success handoff
- Implementation coordination
- Account setup across all systems
- Training and enablement workflows
Middleware: Connect via Zapier or Make to trigger Tallyfy workflows from Zoho CRM events.
Zoho Flow: Use Zoho Flow to connect Zoho CRM with Tallyfy’s API.
API: Build custom integration using Tallyfy’s API with Zoho’s REST APIs.
See also: Integrate to your CRM or ERP
Book a consultation ↗ to discuss connecting Zoho CRM with your Tallyfy workflows.
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.
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 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.
Was this helpful?
About Tallyfy
- 2025 Tallyfy, Inc.
- Privacy Policy
- Terms of Use
- Report Issue
- Trademarks