Connect Tallyfy and HubSpot CRM integrations

Get a list of deals that meet a specific criteria, this example filters deals that are in the"Appointment Scheduled" stage. Multiple documentations are created from templates that already exist in Google Drive and they are modified based on the fields from records of the deal received. Those documents are converted to PDF and mailed by Gmail as attachments. The parameters of the deal are then updated, so the deal does not appear in the list of deals for which the documentation should be created.

Every time a new Facebook Lead Ads form is submitted, Make will automatically create a HubSpot CRM contact (or update it if it already exists).

When an e-mail is received in Gmail, a new task with content of the e-mail is created in Tallyfy.

Every time a new contact is created in HubSpot CRM, Make will automatically create a new task in a ClickUp list of your choice.

Every time a HubSpot CRM contact is created, Make will automatically add a Mailchimp subscriber.

Every time a new HubSpot CRM contact is created, Make will automatically look that email up in Google Contacts. If this contact does not exist it will create a new contact. If this contact exists yet, it will update it.

When a deal is won in HubSpot, a new sales order is created in Katana. If a matching customer or product is not found from Katana, a new one is created.

When a new task is created in ClickUp, a new task is created in Tallyfy.