Appointlet + SharpSpring Integrations

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Supported triggers and actions

What does this mean?

- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- Search Terms
  Search meetings and attendees
- Is Confirmed
- Is Cancelled
Action
Search
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
  Leads are associated by email address. If an existing contact record does not exist for the email address, a new contact record will be created and associated with the Opportunity. If an existing contact record does exist, that record will be associated with the Opportunity.
- Associate With an AccountRequired
  Accounts are associated by name. If an existing Account record does not exist with this name, a new Account record will be created and associated with the Opportunity. If an existing Account record does exist, that record will be associated with the Opportunity.
- Opportunity StatusRequired
- Opportunity OwnerRequired
- Deal StageRequired
- Close DateRequired
  Given in UTC time. Give the format "yyyy-mm-dd HH:mm:ss". Example: "2015-01-02 13:14:55".
- Opportunity AmountRequired
Action
Write

- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- Search
  Search by name and email.
- Status
Action
Search
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

How to connect Appointlet + SharpSpring

Step 1: Authenticate Appointlet and SharpSpring.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Appointlet + SharpSpring

About Appointlet

Appointlet makes it easy to schedule & prepare for meetings with your customers.

Learn more

Related categories

Scheduling & Booking

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

Related categories

Marketing Automation

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Appointlet + SharpSpring Integrations

Connect your apps and automate workflows

Attendee Cancelled

Attendee Declined

OrganizationRequired

Attendee Scheduled

OrganizationRequired

Find Meeting

OrganizationRequired

Search Terms

Is Confirmed

Is Cancelled

New Email Open Event

New Lead

New Page Visit Event

Create Campaign

Campaign NameRequired

Campaign Type

Campaign Alias

Campaign Origin

Quantity

Price

Goal

Other Costs

Create/Update Opportunity

Opportunity NameRequired

Associate a Primary LeadRequired

Associate With an AccountRequired

Opportunity StatusRequired

Opportunity OwnerRequired

Deal StageRequired

Close DateRequired

Opportunity AmountRequired

Attendee Approved

OrganizationRequired

Attendee Reminded

OrganizationRequired

Find Attendee

OrganizationRequired

Search

Status

New Account

New Form Fillout Event

New Opportunity

Create Account

Account Owner

Account NameRequired

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

About Appointlet

Related categories

About SharpSpring

Related categories

Get started for free