Connect LUQA CRM and Sellsy to Build Intelligent Automations

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LUQA CRM

When this happens...

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Sellsy

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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 LUQA CRM integrations.

Create a New lead

Create a New lead

Create a lead with contact info, priority, owner and optional address, tax details, or comments.

Create Contact

Create Contact

Adds a new contact to Sellsy using the provided details (name, email, phone, social profiles, sync and marketing preferences, and owner).

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

Create a new Sellsy contact or update an existing one using the provided details (name, email, phone, website, position, birth date, notes, owner, and archive status).

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Frequently Asked Questions

How do I start an integration between LUQA CRM and Sellsy?

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

Can we customize how data from LUQA CRM is recorded in Sellsy?

Absolutely. You can customize how LUQA CRM 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 LUQA CRM and Sellsy?

The data sync between LUQA CRM 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 LUQA CRM 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 LUQA CRM and Sellsy?

Yes, you can set conditional logic to control the flow of data between LUQA CRM 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.

LUQA CRM

About LUQA CRM

Luca CRM is a comprehensive customer relationship management tool designed to streamline your sales and customer service processes. With features that enhance contact management, sales tracking, and customer interaction, Luca CRM helps businesses build stronger relationships and improve customer satisfaction.

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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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