Sellsy Integrations
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Send emails for new Sellsy opportunities
Once you have set up this Sellsy - email integration, Zapier will notify you (or any other emails specified) about the creation of new Sellsy opportunities by email. That way, you can stay on top of each new opportunity and make sure everyone gets the information they need quickly and efficiently.
Create Sellsy opportunities from new MailChimp subscribers
Once you have set up this MailChimp - Sellsy integration, whenever you add a new MailChimp subscriber, Zapier will automatically add an opportunity to Sellsy. That way, you'll never miss out on engaging another new subscriber again.
Add new Sellsy contacts to Google Sheets
Using a spreadsheet is a great way to consolidate and organize your contacts. But manually importing/exporting these contacts can be a pain without the right tools. With this Sellsy - Google Sheets integration activated, Zapier will add each new Sellsy contact to a new row on Google Sheets automatically to help you stay organized.
Add new Google contacts to Sellsy as contacts
When adding a new contact on Google Contacts, Zapier will create a new Sellsy contact automatically once you've activated this integration. That way, your contacts are always up-to-date across our various tools.
Create Sellsy opportunities from new Facebook Lead Ads leads
With this integration activated, each new lead that fills out a new Facebook Lead Ads form will be added to Sellsy as a new opportunity automatically. This will help simplify your opportunity tracking and ensure a quick follow up from your team.
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Sellsy Integration Details
Launched on Zapier October 26, 2018
Zapier combines Triggers (like "New Contact") and Actions (like "Create Contact") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following Sellsy Triggers, Searches, and Actions are supported by Zapier:
Triggers when a new contact is created.
Triggers when a new company (client or prospect) is created.
Triggers when a new opportunity is created.
Triggers when a contact is updated.
Triggers when the status is changed on an opportunity.
Triggers when a new task is created.
Triggers when a task is deleted.
Triggers when a task is updated.
Triggers when a company (client or prospect) is updated.
Creates a new contact.
Creates a new contact. Make an update if we found an existing contact with provided email.
Creates an opportunity.
Creates a new company (prospect or client).
Creates a new company (prospect or client). Make an update if we found an existing company with provided email.
Creates a new Task.
Finds an existing company (prospect or client).
Finds an existing contact.
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