Create integrations between Sellsy and HelloLeads CRM
Create Contact in Sellsy when When Lead Becomes Customer in HelloLeads CRM
Create Task in Sellsy when When Lead Becomes Customer in HelloLeads CRM
Create an opportunity in Sellsy when When Lead Becomes Customer in HelloLeads CRM
Find Contact in Sellsy when When Lead Becomes Customer in HelloLeads CRM
Create or Update Contact in Sellsy when When Lead Becomes Customer in HelloLeads CRM
Find Company in Sellsy when When Lead Becomes Customer in HelloLeads CRM
Create Contact in Sellsy when New Lead Added to HelloLeads CRM
Create Task in Sellsy when New Lead Added to HelloLeads CRM
Create an opportunity in Sellsy when New Lead Added to HelloLeads CRM
Find Contact in Sellsy when New Lead Added to HelloLeads CRM
Actions and Triggers
When this happensTriggers
When Lead Becomes Customer
Triggers when Lead stage is changed to Won stage.
New Lead Added
Triggers when a new lead is added to HelloLeads CRM.
Do thisActions
Create Contact
Creates a new contact in Sellsy.
Create Task
Creates a New Task.
Create an opportunity
Creates a new opportunity
Find Contact
Find an Existing Contact.
Create or Update Contact
Creates a new contact or update an existing contact.
Find Company
Find an Existing Company.
Frequently Asked Questions
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.
Learn MoreAbout HelloLeads CRM
HelloLeads CRM is a customer relationship management tool designed to help businesses streamline their lead management processes, improve customer interactions, and enhance sales productivity. It offers features such as lead tracking, follow-up reminders, and analytics to optimize sales efforts.
Learn More
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