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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Account" from SharpSpring.

Add your action

An action happens after the trigger—such as "Add Contact to List" in Call Loop 2.0.

You’re connected!

Zapier seamlessly connects SharpSpring and Call Loop 2.0, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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

Contact Created or Updated
Triggers when contact is created or updated
Trigger
Instant
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- Contact Added to List
Trigger
Instant
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- Phone Number
  Required
- Add To List
  Required
Action
Write
- Phone Number
  Required
- Remove from List
  Required
Action
Write
- Caller ID
  Required
- Phone Number (Send To)
  Required
- Audio File
  Required
- First Name
- Last Name
- Email
- Add To List
Action
Write
- Phone Number
  Required
- Opt-In Status
  Required
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
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- 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
Contact Unsubscribed
Triggers when contact is unsubscribed
Trigger
Instant
Try It
- Contact Removed from List
Trigger
Instant
Try It
- Phone Number
  Required
- First Name
- Last Name
- Email Address
- Add To List
- Custom Fields
Action
Write
- From Number
  Required
- Phone Number (Send To)
  Required
- Message
  Required
- Enable click tracking
  Required
- MMS Url
- First Name
- Last Name
- Email
- Add To List
Action
Write
- Caller ID
  Required
- Phone Number (Send To)
  Required
- Type
  Required
- First Name
- Last Name
- Email
- Add To List
Action
Write

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Connect SharpSpring and Call Loop 2.0 to integrate crucial parts of your business

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Make work flow with AI

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Learn about AI automation

About SharpSpring

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

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Related categories

Marketing Automation

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Zapier Interfaces

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

About Call Loop 2.0

Call Loop is an all-in-one SMS Texting, Voice Broadcasts, & Ringless Voicemail platform.

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