Connect Leadzen.ai and Sellsy to Build Intelligent Automations

Choose a Trigger

Leadzen.ai

When this happens...

Choose an Action

Sellsy

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when a new contact is created.

New Opportunity

New Opportunity

Triggers when a new opportunity is Created.

New Company

New Company

Triggers when a new company (client or prospect) is created.

New Task

New Task

Triggers when a new task is created.

Deleted Task

Deleted Task

Triggers when a task is deleted.

Updated Company

Updated Company

Triggers when a company (client or prospect) is updated.

Do thisActions

Action is the task that follows automatically within your Leadzen.ai integrations.

Get Credits

Get Credits

Get credits availability of your account.

Create Contact

Create Contact

Add a new contact with name, email, phone, social profiles, owner, notes, and preferences.

Create Task

Create Task

Create a new task in Sellsy with title, due date, assignees, label, priority, reminders, and optional related items.

Create Opportunity

Create Opportunity

Create a new opportunity in Sellsy, specifying owner, pipeline step, amount, probability, source, and optionally related contact/company, due date, notes, and assigned staff.

Find or Create Contact

Find or Create Contact

Search for a contact by last name, email, or mobile number; optionally create a new contact when Create is true using the provided contact fields.

Create Or Update Contact

Create Or Update Contact

Add a new contact or update an existing contact in Sellsy using name, email, phone, job title, website, birth date, notes, owner, archive status, and social links.

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Frequently Asked Questions

How do I start an integration between Leadzen.ai and Sellsy?

To start, connect both your Leadzen.ai and Sellsy accounts to viaSocket. Once connected, you can set up a workflow where an event in Leadzen.ai triggers actions in Sellsy (or vice versa).

Can we customize how data from Leadzen.ai is recorded in Sellsy?

Absolutely. You can customize how Leadzen.ai data is recorded in Sellsy. This includes choosing which data fields go into which fields of Sellsy, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Leadzen.ai and Sellsy?

The data sync between Leadzen.ai and Sellsy typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Leadzen.ai to Sellsy?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Leadzen.ai and Sellsy?

Yes, you can set conditional logic to control the flow of data between Leadzen.ai and Sellsy. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Leadzen.ai

About Leadzen.ai

Leadzen.ai is a powerful tool designed to streamline and enhance your lead generation process. By leveraging advanced AI algorithms, it helps businesses identify and connect with potential customers more efficiently. Whether you're looking to expand your customer base or improve your sales pipeline, Leadzen.ai provides the insights and data you need to succeed.

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Sellsy

About Sellsy

Sellsy is a comprehensive business management platform that offers tools for CRM, invoicing, accounting, and project management, designed to streamline operations and enhance productivity for businesses of all sizes.

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