Sellsy + Peak Funnels Integration

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Popular Sellsy + Peak Funnels Workflows

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Peak Funnels + Sellsy Integration

Create Sellsy contact from new Peak Funnels order

As an online store owner, you're likely using Peak Funnels to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Peak Funnels 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.
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Peak Funnels + Sellsy Integration

Create Sellsy task for new Peak Funnels contact

Sellsy and Peak Funnels are two powerful cloud-based tools that can be used to improve business productivity. Using this Sellsy - Peak Funnels integration, you can automatically create task in Sellsy whenever a new contact is created in Peak Funnels.

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!
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Peak Funnels + Sellsy Integration

Create Sellsy task for new Peak Funnels event

Creating task in Sellsy is a great way to keep track of task that need to be completed when an event is created in your Peak Funnels account.

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!
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Peak Funnels + Sellsy Integration

Create Sellsy deal for new Peak Funnels event

In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in Sellsy.

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 Peak Funnels, 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.
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Sellsy + Peak Funnels Integration
1.
  • Sellsy
    Contact is created in Sellsy Instant
  • Sellsy
    Contact is updated in Sellsy Instant
  • Sellsy
    Opportunity is created in Sellsy Instant
  • Sellsy
    Opportunity status is changed in Sellsy Instant
  • Sellsy
    Task is updated in Sellsy Instant
  • Sellsy
    Task is deleted in Sellsy Instant
  • Sellsy
    Task is created in Sellsy Instant
  • Sellsy
    Company is created in Sellsy Instant
  • Sellsy
    Company is updated in Sellsy Instant
  • Peak Funnels
    Contact is created or updated in Peak Funnels Instant
  • Peak Funnels
    Booking is created in Peak Funnels Instant
  • Peak Funnels
    Order is created in Peak Funnels Instant
  • Peak Funnels
    Order is updated in Peak Funnels Instant
  • Peak Funnels
    Form response is created in Peak Funnels Instant
  • Peak Funnels
    Product is created in Peak Funnels Instant
  • Peak Funnels
    Product is updated in Peak Funnels Instant
2.
  • Sellsy
    Create a company in Sellsy
  • Sellsy
    Update company in Sellsy
  • Sellsy
    Search company by name in Sellsy
  • Sellsy
    Create a contact in Sellsy
  • Sellsy
    Search contact by email in Sellsy
  • Sellsy
    Update a contact in Sellsy
  • Sellsy
    Create an opportunity in Sellsy
  • Sellsy
    Create a task in Sellsy
  • Peak Funnels
    Delete contact in Peak Funnels
  • Peak Funnels
    Search contact in Peak Funnels
  • Peak Funnels
    Update contact in Peak Funnels
  • Peak Funnels
    Create contact in Peak Funnels
  • Peak Funnels
    Create product in Peak Funnels
  • Peak Funnels
    Update product in Peak Funnels
  • Peak Funnels
    Search product in Peak Funnels
  • Peak Funnels
    Create member in Peak Funnels
  • Peak Funnels
    Delete member in Peak Funnels
  • Peak Funnels
    Update member in Peak Funnels
  • Peak Funnels
    Create member group in Peak Funnels
  • Peak Funnels
    Update member group in Peak Funnels
  • Peak Funnels
    Delete member group in Peak Funnels
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