Pipedrive + Tallyfy Integration

Integrate Pipedrive to Tallyfy in one click, or tell Integrately AI how you want each deal handled. Create tasks, update Tallyfy workflows, assign team members, and track every project stage automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Pipedrive
    Project is created in Pipedrive Instant
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Project is deleted in Pipedrive Instant
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Activity matches filter in Pipedrive
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal matches filter in Pipedrive
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive Instant
  • Pipedrive
    Lead is updated in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization matches filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Person matches filter in Pipedrive
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive Instant
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2.
  • Pipedrive
    Create activity in Pipedrive
  • Pipedrive
    Update activity in Pipedrive
  • Pipedrive
    Get activity by id in Pipedrive
  • Pipedrive
    Delete activity in Pipedrive
  • Pipedrive
    Create deal in Pipedrive
  • Pipedrive
    Update deal in Pipedrive
  • Pipedrive
    Search deal in Pipedrive
  • Pipedrive
    Get deal by id in Pipedrive
  • Pipedrive
    Convert deal to lead in Pipedrive
  • Pipedrive
    Get deal conversion status in Pipedrive
  • Pipedrive
    Add product to deal in Pipedrive
  • Pipedrive
    Get products of deal in Pipedrive
  • Pipedrive
    Add participant to deal in Pipedrive
  • Pipedrive
    Get Participants by Deal Id in Pipedrive
  • Pipedrive
    Create lead in Pipedrive
  • Pipedrive
    Convert lead to deal in Pipedrive
  • Pipedrive
    Get lead conversion status in Pipedrive
  • Pipedrive
    Search lead in Pipedrive
  • Pipedrive
    Delete deal in Pipedrive
  • Pipedrive
    Create organization in Pipedrive
  • Pipedrive
    Update organization in Pipedrive
  • Pipedrive
    Search organization in Pipedrive
  • Pipedrive
    Get organization by id in Pipedrive
  • Pipedrive
    Delete organization in Pipedrive
  • Pipedrive
    Create person in Pipedrive
  • Pipedrive
    Update person in Pipedrive
  • Pipedrive
    Search person in Pipedrive
  • Pipedrive
    Get person by id in Pipedrive
  • Pipedrive
    Delete person in Pipedrive
  • Pipedrive
    Create product in Pipedrive
  • Pipedrive
    Update product in Pipedrive
  • Pipedrive
    Search product in Pipedrive
  • Pipedrive
    Get product by id in Pipedrive
  • Pipedrive
    Get product variations in Pipedrive
  • Pipedrive
    Delete product in Pipedrive
  • Pipedrive
    Add follower in Pipedrive
  • Pipedrive
    Create note in Pipedrive
  • Pipedrive
    Update note in Pipedrive
  • Pipedrive
    Search note in Pipedrive
  • Pipedrive
    Attach file in Pipedrive
  • Pipedrive
    Get user by id in Pipedrive
  • Pipedrive
    Search user by email in Pipedrive
  • Pipedrive
    Search user by name in Pipedrive
  • Tallyfy
    Create task in Tallyfy
  • Tallyfy
    Update task in Tallyfy
  • Tallyfy
    Mark task as completed in Tallyfy
  • Tallyfy
    Add comment to task in Tallyfy
  • Tallyfy
    Add comment to step in Tallyfy
  • Tallyfy
    Search user in org in Tallyfy

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Ready Workflows Ready Workflows for Pipedrive + Tallyfy Integration

Create tasks, update workflows, assign team members, and track process stages, all in just one click.

Most popular automationsmost-popular-automations
Pipedrive + Tallyfy Integration

Create Tallyfy task for new Pipedrive deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Tallyfy to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Pipedrive? Well now there is!

With our integration between Pipedrive and Tallyfy, creating task in Tallyfy is now easier than ever. Whenever a deal is created in Pipedrive, you can automatically create a corresponding task in Tallyfy to keep your team up-to-date.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Pipedrive + Tallyfy flow

Capture deal details, notify your team on messaging apps, log records in sheets, and trigger follow-up actions instantly. Pick a combination and activate it in one click.

Pipedrive
Tallyfy
+
GmailGmail (3)
+
SlackSlack (3)
+
CalendlyCalendly (3)
+
AsanaAsana (3)
+
StripeStripe (3)
+
QuickBooks OnlineQuickBooks Online (3)
P
T
G
Create a Tallyfy task from every new Pipedrive deal, and send a confirmation email in Gmail
New Pipedrive deals automatically generate a Tallyfy task while Gmail sends out a confirmation email, keeping your clients informed without manual writing.
P
T
G
When a Pipedrive deal is updated, update the Tallyfy task and send an update email in Gmail
Deal changes in Pipedrive instantly update your Tallyfy workflow and notify stakeholders via Gmail, eliminating status update delays.
P
T
G
Create a Tallyfy task when a Pipedrive person is created, and send a welcome email in Gmail
New contacts in Pipedrive trigger onboarding tasks in Tallyfy and welcome emails in Gmail, removing manual administrative outreach.

Supported triggers and actions for Pipedrive and Tallyfy

Mix and match to build the exact automation you need

Pipedrive
Pipedrive Triggers & Actions
Instant
Project is created in Pipedrive
Triggers the automation when a new Project is added
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Instant
Project is updated in Pipedrive
Triggers the automation when a Project is updated
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Instant
Project is deleted in Pipedrive
Triggers the automation when a Project is deleted
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Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
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Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
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Activity matches filter in Pipedrive
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Instant
Deal is created in Pipedrive
Triggers the automation when a deal is created
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Instant
Deal is updated in Pipedrive
Triggers the automation when a deal is updated
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Deal matches filter in Pipedrive
Try it →
Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
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Instant
Lead is created in Pipedrive
Triggers the automation when a new lead is created
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Instant
Lead is updated in Pipedrive
Triggers the automation when a new lead is created
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Instant
Note is created in Pipedrive
Triggers the automation when a new note is created
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Instant
Note is updated in Pipedrive
Triggers the automation when a note is updated
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Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
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Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
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Organization matches filter in Pipedrive
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Instant
Person is created in Pipedrive
Triggers the automation when a new person is created
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Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
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Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
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Instant
Product is added in Pipedrive
Triggers the automation when a new product is added
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Instant
Product is deleted in Pipedrive
Triggers the automation when a product is deleted
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Instant
Product is updated in Pipedrive
Triggers the automation when a product is updated
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Create activity in Pipedrive
Generates a new activity or task
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Update activity in Pipedrive
Updates the activity with the latest information
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Get activity by id in Pipedrive
Retrieves details of an activity using ID
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Delete activity in Pipedrive
Deletes an activity
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Create deal in Pipedrive
Generates a new deal
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Update deal in Pipedrive
Updates deal information based on new criteria or changes
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Search deal in Pipedrive
Searches for a deal
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Get deal by id in Pipedrive
Retrieves a deal by its id
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Convert deal to lead in Pipedrive
Converts a deal into a lead
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Get deal conversion status in Pipedrive
Retrieves the conversion status of a deal
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Add product to deal in Pipedrive
Adds selected product to a deal
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Get products of deal in Pipedrive
Retrieves products associated with a deal
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Add participant to deal in Pipedrive
Adds a participant to a deal
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Get Participants by Deal Id in Pipedrive
Retrieves participants associated with a deal id
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Create lead in Pipedrive
Generates new leads for potential customers
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Convert lead to deal in Pipedrive
Converts a lead into a deal
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Get lead conversion status in Pipedrive
Retrieves the conversion status of a lead
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Search lead in Pipedrive
Searches for a lead
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Delete deal in Pipedrive
Deletes a deal
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Create organization in Pipedrive
Generates a new organization
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Update organization in Pipedrive
Updates organization information
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Search organization in Pipedrive
Finds and retrieves information about a organization
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Get organization by id in Pipedrive
Retrieves details of an organization using ID
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Delete organization in Pipedrive
Deletes an organization
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Create person in Pipedrive
Generates a new person
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Update person in Pipedrive
Updates the information of a person
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Search person in Pipedrive
Retrieves information about a person
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Get person by id in Pipedrive
Retrieves a person's information by their id
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Delete person in Pipedrive
Deletes a person
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Create product in Pipedrive
Generates and launch new products
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Update product in Pipedrive
Updates product information
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Search product in Pipedrive
Searches for a product
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Get product by id in Pipedrive
Retrieves product information using its id
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Get product variations in Pipedrive
Retrieves variations of a product
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Delete product in Pipedrive
Deletes a product
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Add follower in Pipedrive
Increase your follower count
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Create note in Pipedrive
Creates a new note in the particular format
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Update note in Pipedrive
Updates a note with new information
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Search note in Pipedrive
Searches for a note
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Attach file in Pipedrive
Uploads and save the selected file to a task
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Get user by id in Pipedrive
Retrieves user information using their id
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Search user by email in Pipedrive
Searches for a user using email address
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Search user by name in Pipedrive
Searches for a user using the name
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Tallyfy
Tallyfy Triggers & Actions
No trigger is available
Create task in Tallyfy
Creates a new task
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Update task in Tallyfy
Updates the task with new information or changes
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Mark task as completed in Tallyfy
Marks the task as completed
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Add comment to task in Tallyfy
Adds a comment to a task
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Add comment to step in Tallyfy
Adds a comment to a step in the workflow
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Search user in org in Tallyfy
Searches for a user in an organization
Try it →

What can you automate with Pipedrive + Tallyfy?

Streamline your sales and workflow execution with powerful ready-made automations.

What you can automate?
🚀
Trigger Tallyfy tasks from Pipedrive deals
Automatically create a task in Tallyfy the moment a new deal is created or updated in Pipedrive. Eliminate manual copying and start your workflows instantly.
📝
Capture every submitted deal and contact field
Map all available Pipedrive custom fields, deal values, and person details directly into your Tallyfy tasks for complete operational context.
🔔
Alert your team the moment tasks are created
Notify team members immediately when new tasks are generated from Pipedrive updates, ensuring rapid response and execution.
🔀
Route tasks based on deal stage changes
Trigger different Tallyfy actions or assign specific workflows depending on the exact stage or filter matched in Pipedrive.
🔄
Keep workflow records continuously synchronized
Update Tallyfy tasks automatically whenever deal stages, notes, or activities are modified in Pipedrive, keeping all records accurate.
🔍
Search and update existing records safely
Look up existing items in Tallyfy and update them when Pipedrive records change, preventing duplicate entries and clutter.
⏱️
Manage status changes and workflow milestones
Mark tasks as completed or update step comments in Tallyfy when deals are won, lost, or advanced to subsequent pipeline stages.
🔗
Extend your workflow to messaging apps
Connect Pipedrive and Tallyfy with Slack or Gmail to notify stakeholders and send client updates as part of a single automated pipeline.
And much more...

Who is Pipedrive + Tallyfy integration for?

Connect Pipedrive and Tallyfy to eliminate manual data entry, streamline workflow handoffs, and keep your entire team aligned.

Sales operations managers
Sales operations managers
Project coordinators
Project coordinators
Account managers
Account managers
Sales team leads
Sales team leads
Fulfillment specialists
Fulfillment specialists
Business analysts
Business analysts
📈
Sales operations managers
You rely on deal data to forecast revenue, but pipeline reports take hours to compile because task statuses and CRM records are maintained separately — this integration means every deal update syncs instantly and your pipeline numbers stay current.
Project coordinators
You need to initiate client workflows the moment a deal closes, but manual handoffs cause frustrating delays before production even starts — with this integration, every new deal automatically triggers the correct Tallyfy task without waiting.
🤝
Account managers
You answer to clients who expect immediate onboarding after signing, but tracking down details across different apps slows down your response time — automating both apps means client information flows seamlessly into active workflows.
📊
Sales team leads
The volume of incoming leads makes manual task creation impossible for your team to keep up with during peak periods — connecting these apps means every new lead or deal generates a structured task instantly.
🔄
Fulfillment specialists
You own the delivery step and depend on sales reps to hand over complete deal information before you can begin work — automating both apps means you receive accurate task details the second a deal moves forward.
🗂️
Business analysts
You need a reliable audit history of every process step, but fragmented systems leave noticeable gaps in your operational records — this integration means every activity and deal stage change is logged precisely where it belongs.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Pipedrive + Tallyfy

Build and manage your Pipedrive + Tallyfy automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Pipedrive + Tallyfy with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect Pipedrive to Tallyfy?
Frequently Asked Questions
You can connect Pipedrive to Tallyfy in one click using pre-built automations or ask Integrately AI to build custom workflows linking Gmail, Slack, and 1,500+ other apps.
Can I automatically create a Tallyfy task when a new Pipedrive deal is created?
Frequently Asked Questions
Can I connect Pipedrive, Tallyfy, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Pipedrive and Tallyfy?
Frequently Asked Questions
How are deal updates handled between Pipedrive and Tallyfy?
Frequently Asked Questions
Can I update Tallyfy workflows when Pipedrive stages change?
Frequently Asked Questions
Do I need coding skills to automate Pipedrive and Tallyfy?
Frequently Asked Questions
Is the Pipedrive and Tallyfy integration free?
Frequently Asked Questions
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