Salesforce + Sellsy Integration

Integrate Salesforce to Sellsy in one click, or tell Integrately AI how you want each contact handled. Create contacts, sync opportunities, update companies, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
  • Sellsy
    Contact is created in Sellsy Instant
  • Sellsy
    Contact is updated in Sellsy Instant
  • Sellsy
    Opportunity is created in Sellsy Instant
  • Sellsy
    Opportunity status is changed in Sellsy Instant
  • Sellsy
    Task is updated in Sellsy Instant
  • Sellsy
    Task is deleted in Sellsy Instant
  • Sellsy
    Task is created in Sellsy Instant
  • Sellsy
    Company is created in Sellsy Instant
  • Sellsy
    Company is updated in Sellsy Instant
Arrow Right
2.
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce
  • Sellsy
    Create a company in Sellsy
  • Sellsy
    Update company in Sellsy
  • Sellsy
    Search company by name in Sellsy
  • Sellsy
    Create a contact in Sellsy
  • Sellsy
    Search contact by email in Sellsy
  • Sellsy
    Update contact in Sellsy
  • Sellsy
    Create an opportunity in Sellsy
  • Sellsy
    Create a task in Sellsy

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Salesforce + Sellsy Integration

Capture leads, create contacts, update companies, track opportunities, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Salesforce + Sellsy Integration

Create Sellsy contact for new Salesforce record

Automatically creating Sellsy contact records for new Salesforce record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
See more
Sellsy + Salesforce Integration

Create Salesforce record for new Sellsy contact

When a new contact is created in your Sellsy, you can automatically create a record for them in your Salesforce. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
See more
Sellsy + Salesforce Integration

Create Salesforce opportunity from new Sellsy contact

Anytime a new contact is created in your Sellsy, a new opportunity will automatically be created in your Salesforce. This ensures that all of your opportunity are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Sellsy - Salesforce integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
See more
  • 1of4
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Salesforce + Sellsy flow

Connect your CRM and sales data to messaging, email, and calendar tools once your core automation finishes. Pick a combination and activate it in one click.

Salesforce
Sellsy
+
HubspotHubspot (2)
+
MailchimpMailchimp (2)
+
SlackSlack (2)
+
GmailGmail (2)
+
Google CalendarGoogle Calendar (2)
+
CalendlyCalendly (2)
S
S
H
Create a Sellsy contact from every new Salesforce contact, and add it to HubSpot automatically.
New Salesforce contacts flow straight into Sellsy as contacts and sync to HubSpot without manual copying.
S
S
H
Notify your HubSpot team whenever a new contact is created in Salesforce and added to Sellsy.
Your HubSpot team gets notified instantly when Salesforce creates a contact and Sellsy logs it.

Supported triggers and actions for Salesforce and Sellsy

Mix and match to build the exact automation you need

Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
Try it →
Record is created in Salesforce
Triggers the automation when a new record is created
Try it →
Record is updated in Salesforce
Triggers the automation when any record is updated
Try it →
Lead is created in Salesforce
Triggers the automation when a new lead is created
Try it →
Lead is updated in Salesforce
Triggers the automation when the lead information is updated
Try it →
Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
Try it →
Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
Try it →
Task is created in Salesforce
Triggers the automation when a new task is created
Try it →
Task is updated in Salesforce
Triggers the automation when any task is updated
Try it →
Contact is updated in Salesforce
Triggers the automation when a contact is updated
Try it →
Contact is created in Salesforce
Triggers the automation when a new contact is created
Try it →
Account is created in Salesforce
Triggers the automation when a new account is created
Try it →
Account is updated in Salesforce
Triggers the automation when an account is updated
Try it →
Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
Try it →
Case is created in Salesforce
Triggers the automation when a new case is created
Try it →
Case is updated in Salesforce
Triggers the automation when any case is updated
Try it →
Quote is created in Salesforce
Triggers the automation when a new quote is created
Try it →
Quote is updated in Salesforce
Triggers the automation when any quote is updated
Try it →
Search record using query in Salesforce
Searches for a record using the query provided by the user
Try it →
Create record in Salesforce
Generates a new record
Try it →
Get records by ID in Salesforce
Retrieves a record based on its id
Try it →
Update record in Salesforce
Updates a record with new information
Try it →
Search record in Salesforce
Searches for a record within a given database
Try it →
Create lead in Salesforce
Generates new leads for potential customers
Try it →
Update lead in Salesforce
Updates the lead information
Try it →
Search lead in Salesforce
Retrieves information for a particular lead
Try it →
Create contact in Salesforce
Adds a new contact to the database
Try it →
Update contact in Salesforce
Updates contact information with new details
Try it →
Search contact in Salesforce
Finds and retrieves contact information
Try it →
Create opportunity in Salesforce
Creates a new instance of the support system
Try it →
Update opportunity in Salesforce
Updates the opportunity details as needed
Try it →
Search opportunity in Salesforce
Searches for a opportunity
Try it →
Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
Try it →
Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
Try it →
Create account in Salesforce
Generates a new account
Try it →
Search account in Salesforce
Searches for account information
Try it →
Update account in Salesforce
Updates account information
Try it →
Create task in Salesforce
Creates a new task
Try it →
Update task in Salesforce
Updates the task with new information or changes
Try it →
Search task in Salesforce
Searches for a task
Try it →
Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
Try it →
Create case in Salesforce
Generates a new case entry
Try it →
Update case in Salesforce
Updates case details based on new information received
Try it →
Search case in Salesforce
Searches for a case record
Try it →
Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
Try it →
Search quote in Salesforce
Searches for a quote
Try it →
Sellsy
Sellsy Triggers & Actions
Instant
Contact is created in Sellsy
Triggers the automation when a new contact is created
Try it →
Instant
Contact is updated in Sellsy
Triggers the automation when a contact is updated
Try it →
Instant
Opportunity is created in Sellsy
Triggers the automation when any opportunity is updated
Try it →
Instant
Opportunity status is changed in Sellsy
Triggers the automation when the status of any opportunity changes
Try it →
Instant
Task is updated in Sellsy
Triggers the automation when any task is updated
Try it →
Instant
Task is deleted in Sellsy
Triggers the automation when a task is deleted
Try it →
Instant
Task is created in Sellsy
Triggers the automation when a new task is created
Try it →
Instant
Company is created in Sellsy
Triggers the automation when a new company is created
Try it →
Instant
Company is updated in Sellsy
Triggers the automation when a company is updated
Try it →
Create a company in Sellsy
Creates a new company record
Try it →
Update company in Sellsy
Updates company information
Try it →
Search company by name in Sellsy
Searches for a company using its name
Try it →
Create a contact in Sellsy
Adds a new contact to the contact list
Try it →
Search contact by email in Sellsy
Finds and retrieves contact information using their email address
Try it →
Update contact in Sellsy
Updates contact information
Try it →
Create an opportunity in Sellsy
Creates a new sales opportunity
Try it →
Create a task in Sellsy
Creates a new task
Try it →

What can you automate with Salesforce + Sellsy?

Streamline your customer management by connecting Salesforce triggers directly to Sellsy actions without writing code.

What you can automate?
🔄
Sync new Salesforce contacts to Sellsy automatically
Create a contact in Sellsy instantly whenever a new contact is created in Salesforce, eliminating manual copy-pasting and keeping your customer data unified.
📋
Capture every submitted field from Salesforce records
Map all available contact and company details from Salesforce straight into Sellsy fields without missing custom attributes or notes.
🔔
Alert your team about new opportunities instantly
Notify your sales channel or team members the moment an opportunity is created or updated across Salesforce and Sellsy.
🔀
Route leads based on specific field values
Apply conditional logic so leads with specific criteria trigger different actions or assignments in Sellsy automatically.
🔄
Keep destination records up to date
Update Sellsy companies and contacts automatically whenever matching records are modified in Salesforce.
🔍
Prevent duplicate records with smart search
Search for existing companies and contacts in Sellsy before creating new entries, keeping your database clean and organised.
Handle stage changes and status updates
Trigger follow-up actions or update records in Sellsy whenever an opportunity status changes in Salesforce.
💬
Extend your sales workflow to Slack
Notify your team on Slack whenever a new opportunity or contact is created between Salesforce and Sellsy.
And much more...

Who is Salesforce + Sellsy integration for?

Sales teams, operations managers, and business leaders use this integration to keep customer data aligned and eliminate manual data entry across platforms.

Performance marketers
Performance marketers
Sales leaders
Sales leaders
Account managers
Account managers
Operations teams
Operations teams
Sales reps
Sales reps
Finance analysts
Finance analysts
📈
Performance marketers
You're running campaigns across multiple channels but your Sellsy pipeline only updates when someone manually exports Salesforce contacts, so the counts you're reviewing are always a few hours behind — with this integration, every new contact lands in both platforms instantly and your data stays current.
🎯
Sales leaders
You need to track pipeline momentum across your team, but delayed record syncing leaves you blind to active Salesforce opportunities until it is too late — with this integration, every deal change updates Sellsy instantly so you can make informed decisions in real time.
🤝
Account managers
You report progress to clients every week, but missing updates between Salesforce and Sellsy leave gaps in your client history that require manual checks — with this integration, every task and contact syncs automatically so your client records are always complete.
⚙️
Operations teams
The volume of new leads and records is too high for anyone to keep up by hand, leading to missed updates across Salesforce and Sellsy — with this integration, every record creation is handled automatically so your operational backlog disappears.
💼
Sales reps
You own the outreach step and depend on upstream Salesforce triggers to hand over qualified contacts, but delays stall your workflow — with this integration, every new lead flows straight into Sellsy without manual handoffs so you can start outreach immediately.
📊
Finance analysts
You need a reliable transaction and company history for reporting, but disconnected platforms leave scattered gaps between Salesforce and Sellsy — with this integration, every company and contact record is logged consistently so your financial reporting is always accurate.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Salesforce + Sellsy

Build and manage your Salesforce + Sellsy automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Salesforce + Sellsy with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Salesforce to Sellsy?
Frequently Asked Questions
You can connect Salesforce to Sellsy in just one click using ready templates or ask Integrately AI to build custom flows with apps like Hubspot, Mailchimp, and Slack.
How can I sync contacts between Salesforce and Sellsy automatically?
Frequently Asked Questions
Can I connect Salesforce, Sellsy, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesforce and Sellsy?
Frequently Asked Questions
How are Salesforce contacts and leads handled during automation?
Frequently Asked Questions
How does Sellsy track opportunities and updates from Salesforce?
Frequently Asked Questions
Can I set up this integration without writing any code?
Frequently Asked Questions
Is the Salesforce and Sellsy integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Salesforce or Sellsy With 1500+ Other Apps

Salesforce
Popular Salesforce Integrations
Connect Salesforce to CRMs, email tools, and messaging platforms to manage and follow up on your leads.
Sellsy
Popular Sellsy Integrations
Sync Sellsy with accounting, project management, and reporting tools to keep data working across your stack.
See All
Sellsy Integrations arrow right
No popular apps found