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.

When this happens...
New Opportunity
A new Opportunity is created in SharpSpring.
TriggerScheduled
automatically do this!
Create Request
Triggers when a new request is created.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
A new Account is created in SharpSpring.
Trigger
Scheduled
Try It
New Form Fillout Event
When a lead fills out a form in SharpSpring.
Trigger
Scheduled
Try It
New Opportunity
A new Opportunity is created in SharpSpring.
Trigger
Scheduled
Try It
- Account Owner
- Account NameRequired
- Industry
- Phone
- Number of Employees
- Website
- Address
- City
- State
- Country
Action
Write
- Email AddressRequired
- First Name
- Last Name
- Company Name
- Lead Status
- Lead Owner
- Title
- Street
- City
- Country
- State
- Zip Code
- Website
- Phone Number
- Mobile Phone
- Description
- Industry
- Is Unsubscribed
- Tracking ID
Action
Write

Task Assigned
Triggers when a task is assigned.
Trigger
Instant
Try It
- EmailRequired
- First Name
- Last Name
- Mobile
- Phone
- Fax
- Comments
- Position
- Company Name
- Company Website
- Company Phone
- Company Fax
- Company Comments
Action
Write

- TitleRequired
- TypeRequired
- EmailRequired
- Salesperson
- Comments
- Value
- Rating
- First Name
- Last Name
- Mobile
- Phone
- Fax
- Position
- Company Name
- Company Phone
- Company Fax
- Company Website
- Company Comments
Action
Write
Pause Timers
Pauses any active timers.
Action
Write

New Email Open Event
When a lead opens an email in SharpSpring.
Trigger
Scheduled
Try It
New Lead
When a lead has been created in sharpspring.
Trigger
Scheduled
Try It
New Page Visit Event
When a lead visits a new page in SharpSpring.
Trigger
Scheduled
Try It
- Campaign NameRequired
- Campaign Type
- Campaign Alias
- Campaign Origin
- Quantity
- Price
- Goal
- Other Costs
Action
Write
- Opportunity NameRequired
- Associate a Primary LeadRequired
- Associate With an AccountRequired
- Opportunity StatusRequired
- Opportunity OwnerRequired
- Deal StageRequired
- Close DateRequired
- Opportunity AmountRequired
Action
Write
New Request
Triggers when a new request is created.
Trigger
Instant
Try It
- TypeRequired
- SubjectRequired
- BodyRequired
- EmailRequired
- First Name
- Last Name
- Mobile
- Phone
- Fax
- Company Name
- Position
- Company Phone
- Company Fax
- Company Website
- Company Comments
- Send on Behalf of Contact
Action
Write
- SubjectRequired
- Initial Seconds
- Auto Start
Action
Write
- Resource URLRequired
Action
Search

About Accelo

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

Help

Related categories

Project Management

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About SharpSpring

Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Accelo + SharpSpring

Create requests in Accelo for new opportunities in SharpSpring

New Account

New Form Fillout Event

New Opportunity

Create Account

Account Owner

Industry

Phone

Number of Employees

Website

Address

City

State

Country

Create/Update Lead

Email AddressRequired

First Name

Last Name

Company Name

Lead Status

Lead Owner

Title

Street

City

Country

State

Zip Code

Website

Phone Number

Mobile Phone

Description

Industry

Is Unsubscribed

Tracking ID

Task Assigned

Create/Update Contact

EmailRequired

First Name

Last Name

Mobile

Phone

Fax

Comments

Position

Company Name

Company Website

Company Phone

Company Fax

Company Comments

Create Sale

TitleRequired

TypeRequired

EmailRequired

Salesperson

Comments

Value

Rating

First Name

Last Name

Mobile

Phone

Fax

Position

Company Name

Company Phone

Company Fax

Company Website

Company Comments

Pause Timers

New Email Open Event

New Lead

New Page Visit Event

Create Campaign

Campaign NameRequired

Campaign Type

Campaign Alias