Create new Sellsy companies from new BizConnect contacts
Maintain your Sellsy CRM effortlessly with this seamless workflow! When a new contact is added in BizConnect, a corresponding company is immediately formed in your Sellsy account. This enables streamlined business expansion by reducing manual data entry, giving you more time to cultivate your business relationships.
Maintain your Sellsy CRM effortlessly with this seamless workflow! When a new contact is added in BizConnect, a corresponding company is immediately formed in your Sellsy account. This enables streamlined business expansion by reducing manual data entry, giving you more time to cultivate your business relationships.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Company
Creates a new company (prospect or client).
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New Contact
Triggers when a new contact is created.
Try ItNew Contact
Triggers when a new contact is created.
Try ItCompany TypeRequired
Try ItUpdated Opportunity Status
Triggers when the status is changed on an opportunity.
Try It
First NameRequired
Last Name
Email
Company Name
Job Title
Mobile Numbers
Phone Numbers
Fax
PO Box
Address
Postal(ZIP) Code
City
State
Country
Website
Updated Contact
Triggers when a contact is updated.
Try ItNew Opportunity
Triggers when a new opportunity is created.
Try ItNew Task
Triggers when a new task is created.
Try It