Popular Optiin + Sellsy Workflows
Create Sellsy task for new Optiin 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 Optiin 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 Optiin 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 Optiin, 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.
Create Sellsy task for new Optiin order
When Form response is created in Optiin > Check any condition > Create a contact in Sellsy
When Form response is created in Optiin > Create a company in Sellsy > Create an opportunity in Sellsy
When Contact is created in Sellsy > Check condition > Create member in Optiin
When Form response is created in Optiin > Create a contact in Sellsy > Create an opportunity in Sellsy
When Form response is created in Optiin > Create a contact in Sellsy > Create a task in Sellsy
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Optiin is a website funnel building platform that powers your online business to next level. With user-friendly interface and powerful features, you can create website funnels within minutes with Optiin.
See Optiin 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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