Airtable + SharpSpring
Create or update SharpSpring opportunities when new records appear in Airtable
Boost your efficiency by linking Airtable and SharpSpring for an effective workflow. This setup ensures each new record in Airtable creates or updates an opportunity in SharpSpring. The outcome? A refined process for managing records and opportunities, propelling your business growth. This is an optimal solution for businesses aiming for timely and comprehensive automation.
Boost your efficiency by linking Airtable and SharpSpring for an effective workflow. This setup ensures each new record in Airtable creates or updates an opportunity in SharpSpring. The outcome? A refined process for managing records and opportunities, propelling your business growth. This is an optimal solution for businesses aiming for timely and comprehensive automation.
- When this happens...New Record
Triggers when a new record is created or new or existing records when first added to a selected view.
- automatically do this!Create/Update Opportunity
Create or optionally update an Opportunity in SharpSpring. If an opportunity already exists in SharpSpring with the specified name, that opportunity will be updated.
You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
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BaseRequired
TableRequired
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Include attachment content
Try ItBaseRequired
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RecordRequired
CommentRequired
Cache Copy
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Help Text
Primary lookup fieldRequired
Secondary lookup field
Help Text
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Last modified time columnRequired
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Include file contents?
Try ItBaseRequired
TableRequired
NameRequired
Workspace IDRequired
Number of TablesRequired
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Table NameRequired
Table Description
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