Redbooth + Sellsy Integration

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Popular Redbooth + Sellsy Workflows

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Sellsy + Redbooth Integration

Create Redbooth task for new Sellsy contact

Sellsy and Redbooth are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Sellsy, do you also create a task in Redbooth? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Sellsy + Redbooth Integration

Create Redbooth task for new Sellsy task

Sellsy provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Sellsy. Redbooth is a great tool for this.

All you need to do is - integrate Redbooth with Sellsy to create task in Redbooth automatically when certain task occur in Sellsy. This can save you time by not having to manually create tasks in both systems.
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Sellsy + Redbooth Integration

Create Redbooth task for new Sellsy deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Redbooth to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Sellsy? Well now there is!

With our integration between Sellsy and Redbooth, creating task in Redbooth is now easier than ever. Whenever a deal is created in Sellsy, you can automatically create a corresponding task in Redbooth to keep your team up-to-date.
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Redbooth + Sellsy Integration
1.
  • Redbooth
    Task is created in Redbooth
  • Redbooth
    Project is created in Redbooth
  • Redbooth
    Notification is created in Redbooth
  • Redbooth
    List is created in Redbooth
  • 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.
  • Redbooth
    Create task list in Redbooth
  • Redbooth
    Create project in Redbooth
  • Redbooth
    Create Subtask in Redbooth
  • Redbooth
    Create task in Redbooth
  • Redbooth
    Search task in Redbooth
  • Redbooth
    Create comment in Redbooth
  • 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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