Integrate Gro CRM with Tallyfy
Send information between Gro CRM and Tallyfy automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up tasks in Tallyfy when new tasks are initiated in Gro CRM
Facilitate better time management by automating routine task scheduling. This flow will create a new task in Tallyfy when a new task is created in Gro CRM.
How it works
- The flow triggers when a new task is created in Gro CRM.
- Zoho Flow creates a new task in Tallyfy.
Set up tasks in Tallyfy when new tasks are initiated in Gro CRM
Gro CRM + Tallyfy
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Supported triggers and actions
Integrate Gro CRM and Tallyfy using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New user
Triggers when a new user is added
New task
Triggers when a new task is created
New deal
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Create account
Creates a new account
Create contact
Creates a new contact
Fetch time zone
Fetches the details of a time zone by name
Fetch country
Fetches the details of a country by name
Fetch user
Fetches the details of an existing user by email
Fetch currency
Fetches the details of a currency by name
Fetch contact
Fetches the details of an existing contact by email or name
Fetch contact type
Fetches the details of an existing contact type by name
Start process
Starts a new process using a template
Create task
Creates a new task
What is Gro CRM?
Gro CRM is an online platform that lets you manage deals, track appointments, and build relationships with leads and contacts.
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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.
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