Expected duration : 1 min

Prerequisites

Admin rights for your Leexi and Sellsy user accounts.

Instructions

On your Leexi account

• Go to Settings → Company Settings → Integrations
• Click Add on the Sellsy integration. You’ll be redirected to the Sellsy authentication page.

• Click Allow. You will be redirected to the Leexi integrations page.

• Click on the Manage button of the Leexi integration, and make sure your Leexi users are properly bound to the corresponding Sellsy users

You’re done! Your CRM information will now be synced with Leexi, and you will start receiving Call notes on the relevant CRM Opportunities, Contacts and Companies. This is the kind of note you will see in Sellsy.

FAQ

• You have a question about the Sellsy Integration?