Bidsketch + SharpSpring

Bidsketch + SharpSpring integrations

Create new SharpSpring campaigns from sent Bidsketch proposals

Streamline your marketing process with this efficient workflow. Whenever you send a proposal to a client via Bidsketch, it triggers a new campaign creation in SharpSpring in real-time. Not only does this save you time, but it ensures a timely follow-up with your potential customers, improving your engagement and conversion rates.

When this happens...
Proposal Sent to ClientTriggers each time a proposal is sent to a client
TriggerInstant
automatically do this!
Create CampaignCreate a new Campaign in SharpSpring.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Bidsketch and SharpSpring

Discover other triggers and actions you can use with Bidsketch and SharpSpring

New Client
Triggered when a client is created through the API or in the Bidsketch app
Trigger
Instant
Try It
New Proposal
Triggers when a proposal is saved for the first time.
Trigger
Instant
Try It
Proposal Viewed
Triggers each time a proposal is viewed by a client
Trigger
Instant
Try It
- Name
  Required
- Amount
  Required
- Fee Type
  Required
- Description
  Required
- Unit
- Quantity
- Category
Action
Write
New Account
A new Account is created in SharpSpring.
Trigger
Polling
Try It

New Form Fillout Event
When a lead fills out a form in SharpSpring.
Trigger
Polling
Try It
New Opportunity
A new Opportunity is created in SharpSpring.
Trigger
Polling
Try It

- Account Owner
- Account Name
  Required
- Industry
- Phone
- Number of Employees
- Website
- Address
- City
- State
- Country
Action
Write
- Email Address
  Required
- 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

- Status
Trigger
Instant
Try It
Proposal Sent to Client
Triggers each time a proposal is sent to a client
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Company Name
- Phone Number
- Alternate Phone Number
- Website
- Address Street
- Address Street 2
- Address City
- Address State
- Address Country
- Address Zip Code
- Notes
Action
Write
- Template
- Name
  Required
- Client Email
  Required
- Client's First Name
  Required
- Client's Last Name
  Required
- Description
- Client's Company Name
- Client's Phone Number
Action
Write
New Email Open Event
When a lead opens an email in SharpSpring.
Trigger
Polling
Try It
New Lead
When a lead has been created in sharpspring.
Trigger
Polling
Try It
New Page Visit Event
When a lead visits a new page in SharpSpring.
Trigger
Polling
Try It
- Campaign Name
  Required
- Campaign Type
- Campaign Alias
- Campaign Origin
- Quantity
- Price
- Goal
- Other Costs
Action
Write
- Opportunity Name
  Required
- Associate a Primary Lead
  Required
- Associate With an Account
  Required
- Opportunity Status
  Required
- Opportunity Owner
  Required
- Deal Stage
  Required
- Close Date
  Required
- Opportunity Amount
  Required
Action
Write

About Bidsketch

Bidsketch helps you create professional proposals in minutes.

HelpHelp

Related categories

Proposal & Invoice Management

Similar apps

Clientary

Proposal & Invoice Management

Zoho Invoice

Proposal & Invoice Management, Zoho

Qwilr

Proposal & Invoice Management

About SharpSpring

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

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

Similar apps

Zapier Forms

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