Donorbox + SharpSpring

Donorbox + SharpSpring integrations

Create or update SharpSpring leads with new or updated plans in Donorbox

Streamline your donor management process with a seamless connection between Donorbox and SharpSpring. When a plan is new or updated in Donorbox, this workflow creates or updates a lead in SharpSpring instantly. Enhance your fundraising efforts and stay connected with your donors efficiently, saving you time for more important tasks.

When this happens...
New or Updated PlanAdd a new plan. Can be used to update an existing plan too.
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 Donorbox and SharpSpring

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

New or Updated Campaign
Add a new campaign. Can be used to update an existing campaign too.
Trigger
Instant
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New or Updated Donor
Add a new donor. Can be used to update an existing donor too.
Trigger
Instant
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New or Updated Tickets Purchase Transaction
Add a new event transaction. Can be used to update an existing event transaction too.
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

New or Updated Donation
Add a new donation. Can be used to update an existing donation too.
Trigger
Instant
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New or Updated Plan
Add a new plan. Can be used to update an existing plan too.
Trigger
Instant
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New or Updated Ticket
Add a new ticket. Can be used to update an existing ticket too.
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 Donorbox

Donorbox is a powerful fundraising platform powering 50000+ organizations, it is simple to setup and attracts more recurring donors.

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Related categories

Fundraising

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

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