Integrate HubSpot CRM with Tallyfy

Send information between HubSpot CRM and Tallyfy automatically, without writing any code, using Zoho Flow.

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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
  1. The flow triggers when a new task is created in HubSpot CRM.
  2. Zoho Flow creates a new task in Tallyfy.
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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

Connect HubSpot CRM and Tallyfy with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate HubSpot CRM and Tallyfy using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Campaign created or updated

Triggers when a campaign is created or updated in HubSpot Marketing

Company created

Triggers when a new company is created

Contact created

Triggers when a new contact is created

Company updated

Triggers when the details of an existing company are updated

Contact updated

Triggers when the details of an existing contact are updated

Deal created

Triggers when a new deal is created

Task created

Triggers when a new task is created

Deal updated

Triggers when a deal is updated

Engagement created

Triggers when a new engagement is created

All Actions - Actions are the automated tasks

Create engagement

Creates a new engagement

Create company

Creates a new company

Create contact

Creates a new contact

Create ticket

Creates a new ticket

Create deal

Creates a new deal

Create task

Creates a new task

Update contact - By email

Updates the details of the contact associated with the specified email

Update contact - By VID

Updates the details of a contact associated with the specified VID

Update company

Updates the details of an existing company

Associate CRM entities

Associates two existing CRM entities

Create or update contact

Creates a new contact. Updates the contact details if it already exists

Fetch deal

Fetches the details of an existing deal by ID

Fetch company - By ID

Fetches the details of an existing company by ID

Fetch campaign - By ID

Fetches the details of an existing campaign from HubSpot Marketing by ID

Fetch company - By name

Fetches the details of an existing company by name

Fetch contact

Fetches the details of an existing contact by VID or Email

Create task

Creates a new task

Start process

Starts a new process using a template

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.

CRM Popular

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.

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 >

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CEO, OpIndia

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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