Popular Sellsy + Convertu Workflows
Create Sellsy contact from new Convertu order
But did you know that you can easily integrate Convertu with Sellsy? This integration will allow you to automatically create a contact for each new order in Sellsy.
Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
Create Sellsy task for new Convertu contact
This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
Create Sellsy task for new Convertu event
With the help of this integration, when an event is created, a task will be automatically created in Sellsy and will include the details of the event (name, email address, etc.).
This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
Create Sellsy deal for new Convertu event
But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Convertu, it will trigger a corresponding deal creation in Sellsy.
This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
When Form response is created in Convertu > Check any condition > Create a contact in Sellsy
When Form response is created in Convertu > Create a company in Sellsy > Create an opportunity in Sellsy
When Contact is created in Sellsy > Check condition > Create member in Convertu
When Form response is created in Convertu > Create a contact in Sellsy > Create an opportunity in Sellsy
When Form response is created in Convertu > Create a contact in Sellsy > Create a task in Sellsy
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