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.
- When this happens...New Company
Triggers when a new company (client or prospect) is created.
- automatically do this!Create Customer
Create a new customer
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