AeroLeads + Sellsy Integration

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AeroLeads + Sellsy Integration

Create Sellsy deal from new AeroLeads prospect

Anytime a new prospect is created in your AeroLeads, a new deal will automatically be created in your Sellsy. This ensures that all of your deal are linked to the right prospect, and that you never miss an opportunity to follow up with a new lead.

This AeroLeads - Sellsy integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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AeroLeads + Sellsy Integration

Create Sellsy contact for new AeroLeads prospect

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this AeroLeads - Sellsy integration, anytime a new AeroLeads prospect is created, an Sellsy contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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AeroLeads + Sellsy Integration

Create Sellsy task for new AeroLeads prospect

In AeroLeads, when you create a prospect, it automatically creates a task in Sellsy for that prospect. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular prospect on their prospect profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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AeroLeads + Sellsy Integration
1.
  • AeroLeads
    Prospect is created in AeroLeads
  • Sellsy
    Contact is created in Sellsy Instant
  • Sellsy
    Contact is updated in Sellsy Instant
  • Sellsy
    Opportunity is created in Sellsy Instant
  • Sellsy
    Opportunity status is changed in Sellsy Instant
  • Sellsy
    Task is updated in Sellsy Instant
  • Sellsy
    Task is deleted in Sellsy Instant
  • Sellsy
    Task is created in Sellsy Instant
  • Sellsy
    Company is created in Sellsy Instant
  • Sellsy
    Company is updated in Sellsy Instant
2.
  • Sellsy
    Create a company in Sellsy
  • Sellsy
    Update company in Sellsy
  • Sellsy
    Search company by name in Sellsy
  • Sellsy
    Create a contact in Sellsy
  • Sellsy
    Search contact by email in Sellsy
  • Sellsy
    Update contact in Sellsy
  • Sellsy
    Create an opportunity in Sellsy
  • Sellsy
    Create a task in Sellsy
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