Instantly + SharpSpring
Create or update SharpSpring opportunities when new events occur in Instantly
Start making the most of your time by connecting Instantly and SharpSpring. With this workflow, whenever a new event occurs in Instantly, it triggers an update or creates a new opportunity in SharpSpring. This streamlines your processes, saving you time on manual data entry and ensuring your SharpSpring opportunities are always up-to-date.
Start making the most of your time by connecting Instantly and SharpSpring. With this workflow, whenever a new event occurs in Instantly, it triggers an update or creates a new opportunity in SharpSpring. This streamlines your processes, saving you time on manual data entry and ensuring your SharpSpring opportunities are always up-to-date.
- When this happens...New Event
Triggers when activity occurs in your Instantly workspace. This could be an email being sent, a new reply or bounce being detected, or a lead unsubscribing or opening your emails.
- automatically do this!Create/Update Opportunity
Create or optionally update an Opportunity in SharpSpring. If an opportunity already exists in SharpSpring with the specified name, that opportunity will be updated.
You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
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Campaign
Event Type
Try ItCampaignRequired
TagRequired
CampaignRequired
Ignore if lead exists in other campaigns
Launch campaign if it is paused or completed
Email addressRequired
First Name
Last Name
Company Name
Personalization
Custom Variables
Campaign
Email AddressRequired
Email accountsRequired
TagRequired
Email or domainRequired
Tag LabelRequired
Tag Description
Email accountsRequired
TagRequired
