How to Integrate Your Sellsy Account with KrispCall?
Integrating Sellsy’s CRM capabilities with KrispCall’s AI-powered telephony solution can be the cheat code to all your sales approaches. This integration enables you to manage your sales interactions seamlessly within Sellsy, making it easier than ever to connect with leads, track interactions, and close deals.
In this guide, we’ll help you integrate these two platforms step by step, alongside the benefits it has to offer. So, let the process of integration begin.
Integrating Sellsy with KrispCall offers numerous helpful advantages for all of your business interactions. Some of the key ones are:
Integrating Sellsy and KrispCall centralizes all of your contact information. When a change is made in one platform, the other one is automatically reflected. This eliminates the need for manual searches, providing instant access to a contact's history, including previous sales interactions, notes, and deals.
Additionally, having everything in one place means that sales and support teams can easily track call logs, notes, and deal statuses during or after conversations. This unified view enhances decision-making and allows for smoother follow-ups.
The integration ensures that all inbound and outbound calls are automatically logged in Sellsy, along with timestamps, call duration, and caller information. This means your team never has to enter call data manually again.
Additionally, any notes taken during or after the interaction in KrispCall get instantly synced with the relevant Sellsy contact or opportunity. This reduces errors and ensures that no critical detail gets missed in future customer touchpoints.
With this integration in place, your sales team can initiate outbound calls directly from within Sellsy with a single click. This eliminates the need to dial numbers manually, saving valuable time and reducing the chances of dialing errors.
Furthermore, the immediate access to contact information and interaction history within Sellsy empowers sales agents to have more informed and effective conversations. They can quickly reference past discussions, understand the prospect's needs, and tailor their approach accordingly, leading to higher conversion rates and improved sales productivity.
Integrating Sellsy with KrispCall enables the automatic creation of tasks after every call. For instance, follow-up actions, reminders, or task assignments to teammates can be triggered directly from the telephony interface.
This level of automation ensures that your sales pipeline remains active and organized, eliminating the need for manual input. It minimizes oversight and keeps your team focused on high-value tasks instead of administrative work.
The integration provides real-time insights into call activity, allowing managers to monitor agent performance and call outcomes directly within Sellsy. You can identify patterns, spot training needs, or analyze which interactions are most effective.
With detailed reporting tools, teams can assess call volume, success rates, and other key metrics to refine their outreach strategies. This data-driven approach leads to more informed business decisions and consistent growth.
Step 1: Log in to your KrispCall account and navigate to Settings.
Step 2: Within the settings section, you’ll find the integration option under APP SETTINGS. Click on it.
Step 3: Once you click on integrations, you'll find various automation tools and CRMs available for integration with KrispCall. To connect Sellsy, simply search for it and click the connect button located beneath Sellsy.
Step 4: Upon clicking the connect button, a pop-up will prompt you to enter your Sellsy account email.
Step 5: Enter the Sellsy account email address in the pop-up window of KrispCall. Once your account is verified and the CRM integration is successful, a message will pop up.
Once Sellsy is successfully integrated, you have the option to enable or disable various settings. Initially, you can choose to edit or remove the integration. To remove the active integration, click on the three dots and select the delete option.
General settings are the first setting option, offering three additional settings to choose from. By default, all toggle buttons within the general settings are activated.
Create new contacts for calls: This feature enables one-way contact synchronization when the toggle is activated, meaning any contact added in KrispCall will be synced to Sellsy. If the toggle is deactivated, the contacts will not sync.
Two-way contact sync: This button allows for two-way contact syncing. When the toggle is on, any contacts created in Sellsy will sync to KrispCall. If the toggle is off, the contacts won’t be synced. Additionally, this feature facilitates initial sync. If there are existing contacts either in KrispCall or Sellsy, toggling this button will sync them across both platforms.
Notes logging: This feature allows notes created, edited, or deleted during calls or in the conversation box to sync with Sellsy. If this option is turned off, notes will not be synced to Sellsy.
The workflow settings can be found immediately following the general settings. Initially, all options within the workflow settings are configured to Ticket. You can click on this setting and modify it according to your needs.
Log outgoing answered calls as Ticket/Disabled: When set to Ticket, outgoing answered calls will be synced to Sellsy. If set to Disabled, these calls will not be synced.
Log outgoing unanswered calls as Ticket/Disabled: Enabling Ticket will sync outgoing unanswered calls to Sellsy. Choosing Disabled will prevent these calls from being synced.
Log incoming answered calls as Ticket/Disabled: If you enable Ticket, incoming answered calls will be synced to Sellsy. If set to Disabled, they won't be synced.
Log incoming unanswered calls as Ticket/Disabled: By enabling the setting as Ticket, the incoming unanswered calls will be synced to Sellsy. By enabling the setting as Disabled, the incoming unanswered calls will not be synced to Sellsy.
Log voicemail as Ticket/Disabled: Enabling Ticket will sync voicemail logs to Sellsy. If set to Disabled, voicemail logs will not be synced.
Log incoming SMS as Disabled/Notes: When set to Notes, incoming SMS messages will be synced to Sellsy. If set to Disabled, they won't be synced.
Log outgoing SMS as Disabled/Notes: Enabling the setting as Notes will sync the outgoing SMS to Sellsy. However, it will not sync if the setting is disabled.
The connected numbers configuration appears following the workflow settings, with a single option available under this section.
Log phone calls for these phone numbers: By default, this option will automatically select the list of numbers available in the channel during the integration process.
Log SMS for these phone numbers: In this option, the list of numbers available in the channel will be selected by default at the time of integration. This configuration ensures that the SMS logs for the chosen numbers are synchronized with Sellsy.
If the user purchases the number after integration, they must manually add it to their connected numbers.
Note: If no numbers are selected, the call logs and SMS will not be synced in Sellsy.
In this guide, we’ll help you integrate these two platforms step by step, alongside the benefits it has to offer. So, let the process of integration begin.
Benefits of Integrating Sellsy with KrispCall
Integrating Sellsy with KrispCall offers numerous helpful advantages for all of your business interactions. Some of the key ones are:
1. Centralized Contact Management
Integrating Sellsy and KrispCall centralizes all of your contact information. When a change is made in one platform, the other one is automatically reflected. This eliminates the need for manual searches, providing instant access to a contact's history, including previous sales interactions, notes, and deals.
Additionally, having everything in one place means that sales and support teams can easily track call logs, notes, and deal statuses during or after conversations. This unified view enhances decision-making and allows for smoother follow-ups.
2. Automatic Call Logging and Note Syncing
The integration ensures that all inbound and outbound calls are automatically logged in Sellsy, along with timestamps, call duration, and caller information. This means your team never has to enter call data manually again.
Additionally, any notes taken during or after the interaction in KrispCall get instantly synced with the relevant Sellsy contact or opportunity. This reduces errors and ensures that no critical detail gets missed in future customer touchpoints.
3. Improved Sales Productivity
With this integration in place, your sales team can initiate outbound calls directly from within Sellsy with a single click. This eliminates the need to dial numbers manually, saving valuable time and reducing the chances of dialing errors.
Furthermore, the immediate access to contact information and interaction history within Sellsy empowers sales agents to have more informed and effective conversations. They can quickly reference past discussions, understand the prospect's needs, and tailor their approach accordingly, leading to higher conversion rates and improved sales productivity.
4. Streamlined Workflow with Task Automation
Integrating Sellsy with KrispCall enables the automatic creation of tasks after every call. For instance, follow-up actions, reminders, or task assignments to teammates can be triggered directly from the telephony interface.
This level of automation ensures that your sales pipeline remains active and organized, eliminating the need for manual input. It minimizes oversight and keeps your team focused on high-value tasks instead of administrative work.
5. Real-Time Interaction Insights and Reporting
The integration provides real-time insights into call activity, allowing managers to monitor agent performance and call outcomes directly within Sellsy. You can identify patterns, spot training needs, or analyze which interactions are most effective.
With detailed reporting tools, teams can assess call volume, success rates, and other key metrics to refine their outreach strategies. This data-driven approach leads to more informed business decisions and consistent growth.
How to Integrate Sellsy with KrispCall?
Step 1: Log in to your KrispCall account and navigate to Settings.
Step 2: Within the settings section, you’ll find the integration option under APP SETTINGS. Click on it.
Step 3: Once you click on integrations, you'll find various automation tools and CRMs available for integration with KrispCall. To connect Sellsy, simply search for it and click the connect button located beneath Sellsy.
Step 4: Upon clicking the connect button, a pop-up will prompt you to enter your Sellsy account email.
Step 5: Enter the Sellsy account email address in the pop-up window of KrispCall. Once your account is verified and the CRM integration is successful, a message will pop up.
Integration Settings
Once Sellsy is successfully integrated, you have the option to enable or disable various settings. Initially, you can choose to edit or remove the integration. To remove the active integration, click on the three dots and select the delete option.
1. General Settings
General settings are the first setting option, offering three additional settings to choose from. By default, all toggle buttons within the general settings are activated.
Create new contacts for calls: This feature enables one-way contact synchronization when the toggle is activated, meaning any contact added in KrispCall will be synced to Sellsy. If the toggle is deactivated, the contacts will not sync.
Two-way contact sync: This button allows for two-way contact syncing. When the toggle is on, any contacts created in Sellsy will sync to KrispCall. If the toggle is off, the contacts won’t be synced. Additionally, this feature facilitates initial sync. If there are existing contacts either in KrispCall or Sellsy, toggling this button will sync them across both platforms.
Notes logging: This feature allows notes created, edited, or deleted during calls or in the conversation box to sync with Sellsy. If this option is turned off, notes will not be synced to Sellsy.
2. Workflow Settings
The workflow settings can be found immediately following the general settings. Initially, all options within the workflow settings are configured to Ticket. You can click on this setting and modify it according to your needs.
Log outgoing answered calls as Ticket/Disabled: When set to Ticket, outgoing answered calls will be synced to Sellsy. If set to Disabled, these calls will not be synced.
Log outgoing unanswered calls as Ticket/Disabled: Enabling Ticket will sync outgoing unanswered calls to Sellsy. Choosing Disabled will prevent these calls from being synced.
Log incoming answered calls as Ticket/Disabled: If you enable Ticket, incoming answered calls will be synced to Sellsy. If set to Disabled, they won't be synced.
Log incoming unanswered calls as Ticket/Disabled: By enabling the setting as Ticket, the incoming unanswered calls will be synced to Sellsy. By enabling the setting as Disabled, the incoming unanswered calls will not be synced to Sellsy.
Log voicemail as Ticket/Disabled: Enabling Ticket will sync voicemail logs to Sellsy. If set to Disabled, voicemail logs will not be synced.
Log incoming SMS as Disabled/Notes: When set to Notes, incoming SMS messages will be synced to Sellsy. If set to Disabled, they won't be synced.
Log outgoing SMS as Disabled/Notes: Enabling the setting as Notes will sync the outgoing SMS to Sellsy. However, it will not sync if the setting is disabled.
3. Connected Numbers
The connected numbers configuration appears following the workflow settings, with a single option available under this section.
Log phone calls for these phone numbers: By default, this option will automatically select the list of numbers available in the channel during the integration process.
Log SMS for these phone numbers: In this option, the list of numbers available in the channel will be selected by default at the time of integration. This configuration ensures that the SMS logs for the chosen numbers are synchronized with Sellsy.
If the user purchases the number after integration, they must manually add it to their connected numbers.
Note: If no numbers are selected, the call logs and SMS will not be synced in Sellsy.
Updated on: 28/04/2025
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