PerfexCRM + Sellsy Integration

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

Make use of PerfexCRM and Sellsy automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Combine the benefits of both with Integrately’s PerfexCRM + Sellsy integration.

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Ready Workflows For PerfexCRM + Sellsy Integration

Just click on the workflow you want to automate

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

Activate

Create PerfexCRM customer for new Sellsy company

Sellsy + PerfexCRM Integration

Activate

When Contact is created in Sellsy > Check condition > Add staff in PerfexCRM

Sellsy + PerfexCRM Integration

Activate

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

Sellsy + PerfexCRM Integration

Activate

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Create Your Own PerfexCRM & 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 whenever a new contact is created
Instant
Contact is updated in Sellsy
Triggers the automation whenever a contact is updated
Instant
Opportunity is created in Sellsy
Triggers the automation whenever any opportunity is updated
Instant
Opportunity status is changed in Sellsy
Triggers the automation whenever the status of any opportunity changes
Instant
Task is updated in Sellsy
Triggers the automation whenever any task is updated
Instant
Task is deleted in Sellsy
Triggers the automation whenever a task is deleted
Instant
Task is created in Sellsy
Triggers the automation whenever a new task is created
Instant
Company is created in Sellsy
Triggers the automation whenever a new company is created
Instant
Company is updated in Sellsy
Triggers the automation whenever a company is updated
Instant

Create lead in PerfexCRM
Automatically generates new leads for potential customers
Search lead in PerfexCRM
Automatically retrieves information for a particular lead
Create customer in PerfexCRM
Automatically adds a new customer to the database
Create ticket in PerfexCRM
Automatically generates a new ticket
Search customer in PerfexCRM
Automatically locate and retrieve customer information
Update customer in PerfexCRM
Automatically updates a customer's information
Create task in PerfexCRM
Automatically creates a new task
Create contact in PerfexCRM
Automatically adds a new contact to the database
Create invoice in PerfexCRM
Automatically generates invoices for sales transactions
Search invoice in PerfexCRM
Automatically locate and retrieve invoices with
Update task in PerfexCRM
Automatically updates the task with new information or changes
Search task in PerfexCRM
Automatically searches for a task
Create project in PerfexCRM
Automatically creates a new project
Search project in PerfexCRM
Automatically searches for a project
Add staff in PerfexCRM
Automatically assigns new employees to the appropriate team or department
Search ticket in PerfexCRM
Automatically searches for a ticket
Create a company in Sellsy
Automatically creates a new company record
Update company in Sellsy
Automatically updates company information
Search company by name in Sellsy
Automatically searches for a company using its name
Create a contact in Sellsy
Automatically adds a new contact to the contact list
Search contact by email in Sellsy
Automatically finds and retrieves contact information using their email address
Update contact in Sellsy
Automatically updates contact information
Create an opportunity in Sellsy
Automatically creates a new sales opportunity
Create a task in Sellsy
Automatically creates a new task

3x-10x Less Expensive Than Popular Alternatives

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2,000 Tasks

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

PerfexCRM is designed for small businesses and freelancers. It brings together everything that you need to manage your clients, projects, tasks, sales, support and communication in one place.

See PerfexCRM Integrations