Add File to Record

Adds an existing file to an existing Record.

Convert Lead to Contact

Adds an existing contact to an existing campaign.

Create File

Creates a new File (max 25MB).

Create Note

Creates a new note and links it to a parent record

Create Record (UTC)

Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Update Lead

Updates an existing lead in Salesforce.

Update Record (UTC)

Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Find Child Records

Finds Child Records for a given Parent ID, and returns the Child records as line-items.

Find Record(s)

Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

Find Record by Query

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

Find or Create Record by Query

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause. Optionally create a record if not found.

Create Campaign

Create a new Campaign in SharpSpring.

Create/Update Opportunity

Add Lead to Campaign

Adds an existing lead to an existing campaign.