Formsite + Sellsy

Create new Sellsy opportunities from Formsite form results

Effortlessly create new sales opportunities in Sellsy whenever a new Formsite form result is submitted. This automation streamlines the process of capturing leads from your forms and turning them into tangible business opportunities, saving you valuable time and ensuring you never miss a potential sale. Focus on closing deals while this workflow takes care of managing prospects for you.

When this happens...
New Form Result
Triggers when a user submits a new form result.
TriggerInstant
automatically do this!
Create Opportunity
Triggers when a new opportunity is created.
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
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Updated Contact
Triggers when a contact is updated.
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New Opportunity
Triggers when a new opportunity is created.
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Instant
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New Task
Triggers when a new task is created.
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Updated Task
Triggers when a task is updated.
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- Linked Object TypeRequired
- Linked IdRequired
- ContentRequired
- Date
Action
Write
- Last NameRequired
- First Name
- Title
- Position
- Email
- Telephone
- Mobile
- Fax
- Birthdate
- Owner
- Smart tags
- Company
- Website
Action
Write

- LabelRequired
- Description
- DateRequired
- Confidentiality
- Guests
Action
Write
- Prospect or ClientRequired
- Company TypeRequired
- NameRequired
- First Name
- Reference
- Email
- Phone
- Mobile
- Fax
- Siren
- Siret
- Owner
- Smart tags
- Facebook ID
- LinkedIn ID
- Viadeo ID
- Twitter ID
- Website
- Address name, required if you want to add an address
- Address part 1
- Address part2
- Address zip code
- Address town
- Address state
- Address country code (default FR)
Action
Write
- Name, Email or PhoneRequired
Action
Search
- Name, Email or PhoneRequired
- Last NameRequired
- First Name
- Title
- Position
- Email
- Telephone
- Mobile
- Fax
- Birthdate
- Owner
- Smart tags
- Company
- Website
Action
Search or write

New Contact
Triggers when a new contact is created.
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Instant
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- Company TypeRequired
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Updated Opportunity Status
Triggers when the status is changed on an opportunity.
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Instant
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Deleted Task
Triggers when a task is deleted.
Trigger
Instant
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- Company TypeRequired
Trigger
Instant
Try It
- Last NameRequired
- First Name
- Title
- Position
- Email
- Telephone
- Mobile
- Fax
- Birthdate
- Owner
- Smart tags
- Company
- Website
Action
Write
- FunnelRequired
- StepRequired
- Company TypeRequired
- CompanyRequired
- NameRequired
- SourceRequired
- Brief
- Due Date
- Opportunity #
- Owner
- Potential Amount
- Probability
- Linked Staffs
Action
Write
- Prospect or ClientRequired
- Company TypeRequired
- NameRequired
- First Name
- Reference
- Email
- Phone
- Mobile
- Fax
- Siren
- Siret
- Owner
- Smart tags
- Facebook ID
- LinkedIn ID
- Viadeo ID
- Twitter ID
- Website
- Address name, required if you want to add an address
- Address part 1
- Address part2
- Address zip code
- Address town
- Address state
- Address country code (default FR)
Action
Write
- Name, Email or PhoneRequired
- Prospect or ClientRequired
Action
Search
- Name, Email or PhoneRequired
- Prospect or ClientRequired
- Prospect or ClientRequired
- Company TypeRequired
- NameRequired
- First Name
- Reference
- Email
- Phone
- Mobile
- Fax
- Siren
- Siret
- Owner
- Smart tags
- Facebook ID
- LinkedIn ID
- Viadeo ID
- Twitter ID
- Website
- Address name, required if you want to add an address
- Address part 1
- Address part2
- Address zip code
- Address town
- Address state
- Address country code (default FR)
Action
Search or write

About Formsite

Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.

Learn more Help

Related categories

Forms & Surveys

Similar apps

Formstack

Forms & Surveys

Jotform

Forms & Surveys

Typeform

Forms & Surveys

About Sellsy

Sellsy is a single tool that tracks all your customer cycles.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Formsite + Sellsy

Create new Sellsy opportunities from Formsite form results

New Form Result

Updated Contact

New Opportunity

New Task

Updated Task

Create Annotation

Linked Object TypeRequired

Linked IdRequired

ContentRequired

Date

Create/Update Contact

Last NameRequired

First Name

Title

Position

Email

Telephone

Mobile

Fax

Birthdate

Owner

Smart tags

Company

Website

Create Task

LabelRequired

Description

DateRequired

Confidentiality

Guests

Create/Update Company

Prospect or ClientRequired

Company TypeRequired

NameRequired

First Name

Reference

Email

Phone

Mobile

Fax

Siren

Siret

Owner

Smart tags

Facebook ID

LinkedIn ID

Viadeo ID

Twitter ID

Website

Address name, required if you want to add an address

Address part 1

Address part2

Address zip code

Address town

Address state

Address country code (default FR)

Find Contact

Name, Email or PhoneRequired

Finds or creates Contact

Name, Email or PhoneRequired

Last NameRequired

First Name

Title

Position

Email

Telephone

Mobile

Fax

Birthdate

Owner

Smart tags

Company

Website

New Contact

New Company