Integrate Sellsy with Retently

Trigger NPS/CSAT surveys after significant sales interactions or opportunity closures, sync customer contact information and sales data, and use feedback scores to enhance customer relationship strategies.

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About Sellsy

Sellsy is a CRM and invoicing tool that helps users manage customer relationships, resources, and sales opportunities. It allows for contact management, opportunity tracking, and task organization.

Sellsy logoRetently

Sellsy to Retently

1

New Contact

Triggers when a new contact is created.
2

New Company

Triggers when a new company (client or prospect) is created.
3

Updated Opportunity Status

Triggers when the status is changed on an opportunity.
4

Deleted Task

Triggers when a task is deleted.
5

Updated Company

Triggers when a company (client or prospect) is updated.
6

Updated Contact

Triggers when a contact is updated.
7

New Opportunity

Triggers when a new opportunity is created.
8

New Task

Triggers when a new task is created.
9

Updated Task

Triggers when a task is updated.
RetentlySellsy logo

Retently to Sellsy

1

Create Contact

Creates a new contact.
2

Create Opportunity

Creates an opportunity.
3

Create Company

Creates a new company (prospect or client).
4

Find Company

Finds an existing company (prospect or client).
5

Finds or Creates Company

Finds or creates a company.
6

Create Annotation

Creates a new annotation.
7

Create/Update Contact

Creates a new contact or updates if an existing contact is found.
8

Create Task

Creates a new task.
9

Create/Update Company

Creates a new company (prospect or client) or updates if an existing company is found.
10

Find Contact

Finds an existing contact.
11

Finds or Creates Contact

Finds or creates a contact.

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