Integrate HubSpot CRM with Tallyfy
Send information between HubSpot CRM and Tallyfy automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in Tallyfy whenever a new task is initiated in HubSpot CRM
Prioritize crucial activities by automating repetitive administrative tasks. This workflow will create a new task in Tallyfy each time a new task is created in HubSpot CRM.
How it works
- The flow triggers when a new task is created in HubSpot CRM.
- Zoho Flow creates a new task in Tallyfy.
Set up a new task in Tallyfy whenever a new task is initiated in HubSpot CRM
HubSpot CRM + Tallyfy
Build your own integrations between HubSpot CRM and Tallyfy
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Supported triggers and actions
Integrate HubSpot CRM and Tallyfy using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Deal created or updated
Triggers when a deal is created or updated
Email created
Triggers when a new email is created
Task created
Triggers when a new task is created
Company created or updated
Triggers when a company is created or updated
Contact created or updated
Triggers when a contact is created or updated
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
Meeting created
Triggers when a new meeting is created
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create deal
Creates a new deal
Create contact
Creates a new contact
Create ticket
Creates a new ticket
Create task
Creates a new task
Update company
Updates the details of an existing company
Update contact - By VID
Updates the details of a contact associated with the specified VID
Create or update contact
Creates a new contact or updates the contact details if the contact already exists
Associate CRM entities
Associates two existing CRM entities
Update contact - By email
Updates the details of an existing contact associated with the specified email
Fetch company - By name
Fetches the details of an existing company by name
Fetch ticket pipeline - By name
Fetches the details of an existing pipeline in the ticket by name
Fetch deal - By ID
Fetches the details of an existing deal by ID
Fetch company - By ID
Fetches the details of an existing company by ID
Fetch ticket pipeline stage - By name
Fetches the details of an existing stages of pipeline in the ticket by name
Fetch contact - By VID or email
Fetches the details of an existing contact by VID or email
Start process
Starts a new process using a template
Create task
Creates a new task
What is HubSpot CRM?
HubSpot CRM is a CRM tool that lets you convert prospects into contacts, improvise your strategy based on reports, and manage your contacts and sales funnel from one place.
Similar apps
What is Tallyfy?
Tallyfy is business process management software. You can define process blueprints, track processes in real-time, and handle process variation without complex flowcharts.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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