Capsule CRM + Sellsy

Create new Sellsy companies from new or updated Capsule CRM opportunities

Effortlessly streamline your sales process with this Capsule CRM and Sellsy integration. Whenever a new or updated opportunity occurs in Capsule CRM, a company will be created in Sellsy, saving you time and ensuring consistency between your CRM and sales platforms. Stay organized and focused on closing deals with this seamless automation.

Effortlessly streamline your sales process with this Capsule CRM and Sellsy integration. Whenever a new or updated opportunity occurs in Capsule CRM, a company will be created in Sellsy, saving you time and ensuring consistency between your CRM and sales platforms. Stay organized and focused on closing deals with this seamless automation.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    SellsySellsy
    Create Company

    Creates a new company (prospect or client).

    ActionWrite
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Supported triggers and actions

    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • Activity Type

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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sellsy logo
sellsy logo

About Sellsy

Sellsy is a French SaaS that helps SMBs and VBEs manage sales, invoicing, marketing, and cash flow in one integrated, easy-to-use platform.

Related categories

  • Sales & CRM

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