Popular Sellsy + Waitwhile Workflows
Create Waitwhile visit for new Sellsy company
Create Sellsy task for new Waitwhile visit
With the help of this integration, when an visit is created, a task will be automatically created in Sellsy and will include the details of the visit (name, email address, etc.).
This makes it easy to keep track of any task that need to be completed related to the new visit. You can then simply assign the task to someone on your team and they can get started!
Create Sellsy deal for new Waitwhile visit
But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an visit is created in Waitwhile, it will trigger a corresponding deal creation in Sellsy.
This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
Update Sellsy contact from new Waitwhile visit
When Visit is created or updated in Waitwhile > Check any condition > Create a contact in Sellsy
When Visit is created or updated in Waitwhile > Check any condition > Create an opportunity in Sellsy
When Opportunity is created in Sellsy > Create or Update Visit in Waitwhile
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Sellsy tracks customer activity for all your products across multiple channels so its easy to view, analyze and take action on what works.
See Sellsy IntegrationsWaitWhile helps businesses around the world improve their lines and create a radically better wait experience for their customers.You can schedule and waitlist customers from your phone, tablet or computerand easily access your data wherever you go.
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