Real Geeks + Sellsy Integration

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Sellsy + Real Geeks Integration

Create Real Geeks 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 - Real Geeks integration, anytime a new Sellsy contact is created, an Real Geeks 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.
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Real Geeks + Sellsy Integration

Create Sellsy deal from new Real Geeks contact

Anytime a new contact is created in your Real Geeks, a new deal will automatically be created in your Sellsy. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Real Geeks - Sellsy integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Real Geeks + Sellsy Integration

Create Sellsy contact for new Real Geeks 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 Real Geeks - Sellsy integration, anytime a new Real Geeks contact is created, an Sellsy 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.
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Real Geeks + Sellsy Integration

Create Sellsy task for new Real Geeks contact

In Real Geeks, when you create a contact, it automatically creates a task in Sellsy for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Real Geeks + Sellsy Integration
1.
  • Real Geeks
    Lead is created in Real Geeks
  • 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.
  • Real Geeks
    Create a lead in Real Geeks
  • 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
3x-10x Less Expensive Than Popular Alternatives
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750 Tasks
in $19.99
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2,000 Tasks
in $19.99

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