Formstack + SharpSpring

Formstack + SharpSpring integrations

"create or update SharpSpring leads from new Formstack submissions"

Streamline your lead management process with this efficient workflow between Formstack and SharpSpring. Whenever a new form submission is received in Formstack, a lead is instantly created or updated in SharpSpring. This helps you save time, reduces the risk of manual data entry errors, and makes sure your lead data is always up-to-date for better lead nurturing and conversion efforts.

When this happens...
New Form SubmissionTriggers when a Form recieives a Submission.
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 Formstack and SharpSpring

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

New Form
Triggers when a new Form is created.
Trigger
Polling
Try It
- Form
  Required
- User Agent
- Remote Address
- Mark Submission as "read"?
Action
Write
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

- Form
  Required
- Field identification
Trigger
Instant
Try It
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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
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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 Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.

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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

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Marketing Automation

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