Sellsy + TMetric Integration

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Sellsy + TMetric Integration

Create TMetric project from new Sellsy company

If you're using TMetric to track time and work hours, it's important to create separate project for each company you're working for.

When you create a company in Sellsy, use this automation to create a project in TMetric. This will help keep your time tracking organized and easy to access.
Sellsy + TMetric Integration

Create TMetric 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. TMetric is a great tool for this.

All you need to do is - integrate TMetric with Sellsy to create task in TMetric 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 + TMetric Integration

Create TMetric task for new Sellsy contact

Sellsy and TMetric 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 TMetric? 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 + TMetric Integration

Create TMetric 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 TMetric 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 TMetric, creating task in TMetric is now easier than ever. Whenever a deal is created in Sellsy, you can automatically create a corresponding task in TMetric to keep your team up-to-date.
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TMetric + Sellsy Integration

Create Sellsy task for new TMetric task

Have you ever wished that you could sync your TMetric task with your Sellsy task? Well, now there's a way to do just that!

With this handy integration, every time you create a task in TMetric, a matching task will be created in Sellsy. This is a great way to keep your work organized and ensure that no important tasks fall through the cracks.

So if you're ready to get started, just click on activate and connect your TMetric and Sellsy accounts.
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Sellsy + TMetric Integration
1.
  • 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
  • TMetric
    Task is created in TMetric
  • TMetric
    Task is completed in TMetric
2.
  • 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
  • TMetric
    Create task in TMetric
  • TMetric
    Create time entry in TMetric
  • TMetric
    Start timer in TMetric
  • TMetric
    Stop timer in TMetric
  • TMetric
    Create client in TMetric
  • TMetric
    Create project in TMetric
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