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Sellsy + Synchroteam

Create new Synchroteam customers from new companies in Sellsy

Streamline your customer management by having new companies added in Sellsy automatically created as customers in Synchroteam. This efficient workflow eliminates dual data entry, ensuring your customer information is consistent across both platforms. It's a time-saving solution that optimizes your resource allocation by focusing on more important tasks.

Streamline your customer management by having new companies added in Sellsy automatically created as customers in Synchroteam. This efficient workflow eliminates dual data entry, ensuring your customer information is consistent across both platforms. It's a time-saving solution that optimizes your resource allocation by focusing on more important tasks.

  1. When this happens...
    SellsySellsy
    New Company

    Triggers when a new company (client or prospect) is created.

    TriggerInstant
  2. automatically do this!
    SynchroteamSynchroteam
    Create Customer

    Create a new customer

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Sellsy triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
    • Company TypeRequired

    Trigger
    Instant
    Try It
  • Sellsy triggers, actions, and search

    Updated Opportunity Status

    Triggers when the status is changed on an opportunity.

    Trigger
    Instant
    Try It
  • Sellsy triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
sellsy logo
sellsy logo

About Sellsy

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

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Synchroteam

Synchroteam is a Cloud-based Field Service Management application

Related categories