Platform.ly + Sellsy Integration

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Popular Platform.ly + Sellsy Workflows

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Sellsy + Platform.ly Integration

Create Platform.ly contact for new Sellsy contact

If you're using Sellsy to manage your sales leads, it's important to also use Platform.ly to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Sellsy, a corresponding contact will automatically be created in Platform.ly.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Platform.ly + Sellsy Integration

Create Sellsy deal for new Platform.ly contact

This automation makes it easy to create new deals in Sellsy when a new contact is created in Platform.ly. Just connect your accounts, and every time a new contact is created in Platform.ly, a new deal will automatically be created in Sellsy.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Platform.ly + Sellsy Integration

Create Sellsy task for new Platform.ly contact

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

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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Platform.ly + Sellsy Integration

Create Sellsy contact for new Platform.ly contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Sellsy contact and Platform.ly contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Platform.ly + Sellsy Integration
1.
  • Platform.ly
    Contact is created in Platform.ly
  • Platform.ly
    Tag is created in Platform.ly
  • Platform.ly
    Custom field is created in Platform.ly
  • Platform.ly
    Segment is created in Platform.ly
  • 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
2.
  • Platform.ly
    Create Contact in Platform.ly
  • Platform.ly
    Update Contact in Platform.ly
  • Platform.ly
    Add tag to a contact in Platform.ly
  • Platform.ly
    Search contact in Platform.ly
  • Platform.ly
    Add note to contact in Platform.ly
  • Platform.ly
    Remove tag from contact in Platform.ly
  • Platform.ly
    Remove all tags from contact in Platform.ly
  • Platform.ly
    Add segment to contact in Platform.ly
  • Platform.ly
    Remove segment from contact in Platform.ly
  • Platform.ly
    Remove all segments from contact in Platform.ly
  • 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 contact in Sellsy
  • Sellsy
    Create an opportunity in Sellsy
  • Sellsy
    Create a task in Sellsy
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