Create or update Sellsy companies from new completed involve.me submissions
Keep your involve.me submissions and Sellsy contacts up to date with this efficient workflow. When you receive a new completed submission in involve.me, this automation will create or update a company within Sellsy, ensuring your contact information remains current and saving you time by reducing manual data entry.
Keep your involve.me submissions and Sellsy contacts up to date with this efficient workflow. When you receive a new completed submission in involve.me, this automation will create or update a company within Sellsy, ensuring your contact information remains current and saving you time by reducing manual data entry.
- When this happens...New Completed Submission
Triggers when a participant completes a submission in your funnel.
- automatically do this!Create/Update Company
Creates a new company (prospect or client). Make an update if we found an existing company with provided email.
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