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Accelo + SharpSpring

Create requests in Accelo for new opportunities in SharpSpring

Wish you could get notified of new opportunities, automatically? Then this zap is for you! Now you can create a request in Accelo every time a new opportunity is created in SharpSpring, no manual work required. This zap will trigger every time a new opportunity is created in SharpSpring, and automatically create a new request in Accelo for you to follow up on.

Wish you could get notified of new opportunities, automatically? Then this zap is for you! Now you can create a request in Accelo every time a new opportunity is created in SharpSpring, no manual work required. This zap will trigger every time a new opportunity is created in SharpSpring, and automatically create a new request in Accelo for you to follow up on.

  1. short arrow
    long arrow
    When this happens...
    SharpSpringSharpSpring
    New Opportunity

    A new Opportunity is created in SharpSpring.

    TriggerScheduled
  2. automatically do this!
    AcceloAccelo
    Create Request

    Creates a new request. If the request's contact does not exist, a new one will be created for you.

    ActionWrite

Supported triggers and actions

What does this mean?
accelo logo
accelo logo
accelo logo

About Accelo

Accelo manages all your client work in one place, making your business more profitable and you less stressed.

Related categories

  • Project Management

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