Formstack + SharpSpring

"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 Submission
Triggers when a Form recieives a Submission.
TriggerInstant
automatically do this!
Create/Update Lead
Create a Lead in SharpSpring or update by email address.
ActionWrite

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Supported triggers and actions

What does this mean?

New Form
Triggers when a new Form is created.
Trigger
Scheduled
Try It
- FormRequired
- User Agent
- Remote Address
- Mark Submission as "read"?
Action
Write
New Account
A new Account is created in SharpSpring.
Trigger
Scheduled
Try It
New Form Fillout Event
When a lead fills out a form in SharpSpring.
Trigger
Scheduled
Try It
New Opportunity
A new Opportunity is created in SharpSpring.
Trigger
Scheduled
Try It

- Account Owner
- Account NameRequired
- Industry
- Phone
- Number of Employees
- Website
- Address
- City
- State
- Country
Action
Write
- Email AddressRequired
- 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

- FormRequired
- Field identification
Trigger
Instant
Try It
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Email Open Event
When a lead opens an email in SharpSpring.
Trigger
Scheduled
Try It
New Lead
When a lead has been created in sharpspring.
Trigger
Scheduled
Try It
New Page Visit Event
When a lead visits a new page in SharpSpring.
Trigger
Scheduled
Try It
- Campaign NameRequired
- Campaign Type
- Campaign Alias
- Campaign Origin
- Quantity
- Price
- Goal
- Other Costs
Action
Write
- Opportunity NameRequired
- Associate a Primary LeadRequired
- Associate With an AccountRequired
- Opportunity StatusRequired
- Opportunity OwnerRequired
- Deal StageRequired
- Close DateRequired
- Opportunity AmountRequired
Action
Write

About Formstack

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

Learn more Help

Related categories

Forms & Surveys

Similar apps

About SharpSpring

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

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

Formstack + SharpSpring

"create or update SharpSpring leads from new Formstack submissions"

New Form

Create Form Submission

User Agent

Remote Address

Mark Submission as "read"?

New Account

New Form Fillout Event

New Opportunity

Create Account

Account Owner

Industry

Phone

Number of Employees

Website

Address

City

State

Country

Create/Update Lead

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

New Form Submission

Field identification

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

New Email Open Event

New Lead

New Page Visit Event

Create Campaign

Campaign Type

Campaign Alias

Campaign Origin

Quantity

Price

Goal

Other Costs

Create/Update Opportunity

About Formstack

Related categories

Similar apps

Wufoo

Jotform

Gravity Forms

About SharpSpring

Related categories

Similar apps

Zapier Interfaces