Convertri + SharpSpring

Convertri + SharpSpring integrations

Create or update SharpSpring leads when new submissions occur in Convertri

Keep your leads up-to-date effortlessly with this unified automation workflow. Whenever there is a new submission on Convertri, this workflow ensures that a corresponding lead is created or updated in SharpSpring. Improve your efficiency, reduce manual work, and ensure vital customer information is promptly captured and updated across platforms.

When this happens...
New SubmissionTriggers when a form or checkout is submitted from anywhere in your Convertri account. You can choose whether the trigger activates on form submissions only, checkout submissions only, or both.
TriggerInstant
automatically do this!
Create/Update LeadCreate a Lead in SharpSpring or update by email address.
ActionWrite

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More things you can do with Convertri and SharpSpring

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

- Submission Type
  Required
Trigger
Instant
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- Product
  Required
Trigger
Instant
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- Site
  Required
- Funnel
  Required
- Page
  Required
- Product
  Required
Trigger
Instant
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- Site
  Required
- Funnel
  Required
- Page
  Required
Trigger
Instant
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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

- Domain
  Required
- Funnel
  Required
- Page
  Required
- Submission Type
  Required
Trigger
Instant
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- Product
  Required
Trigger
Instant
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New Sale of Any Product
Triggers whenever a sale is made on your Convertri account.
Trigger
Instant
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- Product
  Required
Trigger
Instant
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New Email Open Event
When a lead opens an email in SharpSpring.
Trigger
Polling
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New Lead
When a lead has been created in sharpspring.
Trigger
Polling
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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

About Convertri

Convertri is a complete sales funnel and website builder, focused on building the fastest pages you’ve ever seen.

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Website Builders

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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 moreLearn moreHelpHelp

Related categories

Marketing Automation

Similar apps

Zapier Forms

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