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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Sellsy + Metroleads Integration

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.
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Metroleads + Sellsy Integration
1.
  • Sellsy
    Contact is created in Sellsy

    Triggers the automation when a new contact is created

    Instant
  • Sellsy
    Contact is updated in Sellsy

    Triggers the automation when a contact is updated

    Instant
  • Sellsy
    Opportunity is created in Sellsy

    Triggers the automation when any opportunity is updated

    Instant
  • Sellsy
    Opportunity status is changed in Sellsy

    Triggers the automation when the status of any opportunity changes

    Instant
  • Sellsy
    Task is updated in Sellsy

    Triggers the automation when any task is updated

    Instant
  • Sellsy
    Task is deleted in Sellsy

    Triggers the automation when a task is deleted

    Instant
  • Sellsy
    Task is created in Sellsy

    Triggers the automation when a new task is created

    Instant
  • Sellsy
    Company is created in Sellsy

    Triggers the automation when a new company is created

    Instant
  • Sellsy
    Company is updated in Sellsy

    Triggers the automation when a company is updated

    Instant
2.
  • Metroleads
    Create lead in Metroleads

    Generates new leads for potential customers

  • Metroleads
    Search lead in Metroleads

    Retrieves information for a particular lead

  • Metroleads
    Assign a lead in Metroleads

    Assigns leads to team members based on predefined criteria

  • Metroleads
    Update lead in Metroleads

    Updates the lead information

  • Metroleads
    Get recent leads in Metroleads

    Retrieves the most up-to-date leads

  • Metroleads
    Unassign a lead in Metroleads

    Unassigns a lead

  • Sellsy
    Create a company in Sellsy

    Creates a new company record

  • Sellsy
    Update company in Sellsy

    Updates company information

  • Sellsy
    Search company by name in Sellsy

    Searches for a company using its name

  • Sellsy
    Create a contact in Sellsy

    Adds a new contact to the contact list

  • Sellsy
    Search contact by email in Sellsy

    Finds and retrieves contact information using their email address

  • Sellsy
    Update contact in Sellsy

    Updates contact information

  • Sellsy
    Create an opportunity in Sellsy

    Creates a new sales opportunity

  • Sellsy
    Create a task in Sellsy

    Creates a new task

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