Enable Integrations or automations with these events of Sellsy and Zoe Financial
Creates a new contact in Sellsy.
Creates a New Task.
Creates a new opportunity
Find an Existing Contact.
Creates a new contact or update an existing contact.
Find an Existing Company.
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 MoreZoe Financial connects clients to financial advisors. Advisors listed on Zoe's network are all independent fiduciaries who work on a commission-free model, meaning your advisor won’t try to sell you products to make a profit.
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