Solve CRM + Sellsy Integration

Connect Solve CRM to Sellsy - Automate your workflows in 1-click

Make use of Solve CRM and Sellsy automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Skip the manual back and forth! Easily automate the flow of data between Solve CRM & Sellsy using Integrately.
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Sellsy + Solve CRM Integration

Create Solve CRM 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 - Solve CRM integration, anytime a new Sellsy contact is created, an Solve CRM 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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Solve CRM + Sellsy Integration

Create Sellsy deal from new Solve CRM contact

Anytime a new contact is created in your Solve CRM, 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 Solve CRM - 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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Solve CRM + Sellsy Integration

Create Sellsy contact for new Solve CRM 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 Solve CRM - Sellsy integration, anytime a new Solve CRM 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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Solve CRM + Sellsy Integration

Create Sellsy task for new Solve CRM contact

In Solve CRM, 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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Solve CRM + Sellsy Integration
1.
  • Solve CRM
    Contact is created in Solve CRM

    Triggers the automation when a new contact is created

  • Solve CRM
    Company is created in Solve CRM

    Triggers the automation when a new company is created

  • Sellsy
    Contact is created in Sellsy

    Triggers the automation when a new contact is created

    Instant
  • Sellsy
    Contact is updated in Sellsy

    Triggers the automation when a contact is updated

    Instant
  • Sellsy
    Opportunity is created in Sellsy

    Triggers the automation when any opportunity is updated

    Instant
  • Sellsy
    Opportunity status is changed in Sellsy

    Triggers the automation when the status of any opportunity changes

    Instant
  • Sellsy
    Task is updated in Sellsy

    Triggers the automation when any task is updated

    Instant
  • Sellsy
    Task is deleted in Sellsy

    Triggers the automation when a task is deleted

    Instant
  • Sellsy
    Task is created in Sellsy

    Triggers the automation when a new task is created

    Instant
  • Sellsy
    Company is created in Sellsy

    Triggers the automation when a new company is created

    Instant
  • Sellsy
    Company is updated in Sellsy

    Triggers the automation when a company is updated

    Instant
2.
  • Solve CRM
    Create contact in Solve CRM

    Adds a new contact to the database

  • Solve CRM
    Create company in Solve CRM

    Generates a new company profile with given details

  • Sellsy
    Create a company in Sellsy

    Creates a new company record

  • Sellsy
    Update company in Sellsy

    Updates company information

  • Sellsy
    Search company by name in Sellsy

    Searches for a company using its name

  • Sellsy
    Create a contact in Sellsy

    Adds a new contact to the contact list

  • Sellsy
    Search contact by email in Sellsy

    Finds and retrieves contact information using their email address

  • Sellsy
    Update contact in Sellsy

    Updates contact information

  • Sellsy
    Create an opportunity in Sellsy

    Creates a new sales opportunity

  • Sellsy
    Create a task in Sellsy

    Creates a new task

3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Integrate Solve CRM & Sellsy In 1 Click
And Save Time & Money Both

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