Connect Sellsy integrations
Strengthen your customer relationships and marketing campaigns by automating Sellsy on Make. Connecting this CRM suite to our workflow automation tool lets you instantly generate quotes, trigger electronic signatures, and track budget forecasts. Sync contact details across other platforms to simplify your accounting. Sign up today to start syncing your sales data.
Sellsy
This app is supported and maintained by Make.
Triggers and actions
Developed, supported and maintained by community users.
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Sellsy
Popular Sellsy workflows
Automate your Sellsy CRM with Make. Connect your tools, sync customer data, and simplify your daily business workflows.
Add new Sellsy contacts to a Google Sheets spreadsheet
Every time a new contact has been added to Sellsy, Make will automatically find this contact in Sellsy internal systems and add a new row in a specified Google Sheets spreadsheet. The template uses this example spreadsheet.
[Sellsy Workflow] Change the status of the opportunity to "won" if the quote is "won" or "accepted
Create a new contact in Sellsy from a new form submission in HubSpot CRM
This template periodically checks for new form submissions in HubSpot CRM and uses the retrieved information to create a new contacts in Sellsy. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking on the clock icon on the first module.
Integrate and Automate Sellsy with Make to Grow Your Business
Connect Sellsy to HubSpot, Typeform, Shopify, and Google Sheets using Make. Automatically sync your customer data, update sales pipelines, and manage leads without manual work.
Automatic lead generation from forms
Instantly create Sellsy contacts from new HubSpot or Typeform submissions to ensure no lead is missed.
Hands-free sales pipeline updates
Automatically update opportunity statuses in Sellsy when quotes are won, keeping your sales funnel accurate.
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Effortless e-commerce CRM syncing
Automatically add new Shopify customers to Sellsy to keep your sales pipelines up to date without manual work.
Streamlined reporting in Google Sheets
Instantly send new Sellsy contact details to Google Sheets for quick sharing and analysis.
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FAQs
How do I get started with Make?
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
What is a scenario?
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
What is a module?
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
What is mapping?
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.