Popular Deskera + Sellsy Workflows
If you have created a company in Sellsy, it's important to create a contact in Deskera. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
See moreCreate Deskera contact for new Sellsy contact
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 Sellsy - Deskera integration, anytime a new Sellsy contact is created, an Deskera 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.
See moreHowever, 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 Sellsy - Deskera integration, anytime a new Sellsy contact is created, an Deskera 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.
Create Deskera account for new Sellsy company
Sellsy + Deskera Integration
Create Sellsy deal from new Deskera contact
Anytime a new contact is created in your Deskera, a new deal will automatically be created in your Sellsy. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.
This Deskera - 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.
See moreThis Deskera - 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.
Create Sellsy contact for new Deskera contact
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 Deskera - Sellsy integration, anytime a new Deskera contact 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.
See moreHowever, 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 Deskera - Sellsy integration, anytime a new Deskera contact 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.
Create Sellsy task for new Deskera contact
In Deskera, when you create a contact, it automatically creates a task in Sellsy for that contact. 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 contact on their contact profile.
This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
See moreThis makes it easy to stay organized and ensure no important steps are missed when working with a customer.
When Contact is created in Deskera > Check condition > Create a contact in Sellsy
Deskera + Sellsy Integration
When CRM Contact is created in Deskera > Check condition > Create a contact in Sellsy
Deskera + Sellsy Integration
When Contact is created in Sellsy > Check condition > Create contact in Deskera
Sellsy + Deskera Integration
When Contact is created in Sellsy > Check condition > Create crm contact in Deskera
Sellsy + Deskera Integration
When Contact is created in Sellsy > Check condition > Create sales invoice in Deskera
Sellsy + Deskera Integration
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Deskera is a cloud-based accounting software that connects with your existing ERP. It is designed to be easy to use, yet powerful for businesses of all sizes and across all industries.
See Deskera IntegrationsSellsy tracks customer activity for all your products across multiple channels so its easy to view, analyze and take action on what works.
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