Metroleads + Sellsy Integration

Connect Metroleads to Sellsy - Automate your workflows in 1-click

Make use of Metroleads and Sellsy automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between Metroleads & Sellsy using Integrately.

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Ready Workflows For Metroleads + Sellsy Integration

Just click on the workflow you want to automate

Create Metroleads lead 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 - Metroleads integration, anytime a new Sellsy contact is created, an Metroleads lead 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.

Activate

When Contact is created in Sellsy > Check condition > Create lead in Metroleads

Sellsy + Metroleads Integration

Activate

1of1

Create Your Own Metroleads & Sellsy Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created in Sellsy
Triggers the automation when a new contact is created
Instant
Contact is updated in Sellsy
Triggers the automation when a contact is updated
Instant
Opportunity is created in Sellsy
Triggers the automation when any opportunity is updated
Instant
Opportunity status is changed in Sellsy
Triggers the automation when the status of any opportunity changes
Instant
Task is updated in Sellsy
Triggers the automation when any task is updated
Instant
Task is deleted in Sellsy
Triggers the automation when a task is deleted
Instant
Task is created in Sellsy
Triggers the automation when a new task is created
Instant
Company is created in Sellsy
Triggers the automation when a new company is created
Instant
Company is updated in Sellsy
Triggers the automation when a company is updated
Instant

Create lead in Metroleads
Generates new leads for potential customers
Search lead in Metroleads
Retrieves information for a particular lead
Assign a lead in Metroleads
Assigns leads to team members based on predefined criteria
Update lead in Metroleads
Updates the lead information
Get recent leads in Metroleads
Retrieves the most up-to-date leads
Unassign a lead in Metroleads
Unassigns a lead
Create a company in Sellsy
Creates a new company record
Update company in Sellsy
Updates company information
Search company by name in Sellsy
Searches for a company using its name
Create a contact in Sellsy
Adds a new contact to the contact list
Search contact by email in Sellsy
Finds and retrieves contact information using their email address
Update contact in Sellsy
Updates contact information
Create an opportunity in Sellsy
Creates a new sales opportunity
Create a task in Sellsy
Creates a new task

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Integrate Metroleads & Sellsy In 1 Click
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You Can Also Connect Metroleads or Sellsy With 1200+ Other Apps

Metroleads is a platform that uses artificial intelligence and voice capabilities to help businesses increase their revenue. This platform is built keeping the customer in mind and hence even non-technical people can easily use it's features.

See Metroleads Integrations