Intaker + MarketSharp

Intaker + MarketSharp integrations

Submit new leads in MarketSharp when new chats occur in Intaker

Streamline your lead management process with this efficient workflow. When a new chat starts in the Intaker app, the information will be instantly transferred to the MarketSharp app as a submitted lead. This seamless process helps ensure that every lead is captured and managed effectively, enhancing your ability to turn potentials into customers.

When this happens...
New ChatTriggers when a new chat is received by Intaker.
TriggerPolling
automatically do this!
Submit LeadSubmits a new Lead to your MarketSharp system. If the Lead already exists, then a new Inquiry is appended to the contact.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Intaker and MarketSharp

Discover other triggers and actions you can use with Intaker and MarketSharp

- Organization
  Required
- Agent Name
  Required
Trigger
Instant
Try It
- Organization Name
  Required
- Bot Name
- Prompt Name
Trigger
Polling
Try It
- orgId
  Required
- Lead Status Changed To
  Required
- Lead Status Changed From
- Filter
Trigger
Instant
Try It
- Organization Name
  Required
Trigger
Instant
Try It
- Organization Name
  Required
Trigger
Instant
Try It

- Organization
  Required
- Lead Name
  Required
- Lead Status
- Create Task (Notification via Desk & Email)
  Required
- First Name
- Last Name
- Phone Number
- Phone Number SMS Consent
- Email
- Pipeline
- Stage
- Pipeline Estimated Value
- Pipeline Estimated Cost
- Pipeline Actual Value
- Pipeline Actual Cost
- Pipeline Additional Details
- Note Description
Action
Write

- orgId
  Required
- agentId
  Required
Trigger
Instant
Try It
- Organization Name
  Required
- Bot Name
Trigger
Polling
Try It
- Organization Name
  Required
Trigger
Instant
Try It
- Organization Name
  Required
Trigger
Instant
Try It
- Organization
  Required
- AI Agent
  Required
- First Name
- Last Name
- Phone Number
  Required
- Phone Number SMS Consent
- Note
- Prevent sending text messages if consent is unknown (recommended)
  Required
Action
Write
- Custom Lead Capture
  Required
- First Name
  Required
- Last Name
  Required
- Phone Number
- Email
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Product Interests
Action
Write

About Intaker

Intaker is a website chat, two-way texting, follow-up automation, client intake and lead management tool built for forward looking law firms

HelpHelp

Related categories

Dashboards

About MarketSharp

MarketSharp is a CRM program for contractors, remodelers, and home improvement professionals. It helps companies organize their leads, customers, and jobs, as well as automate their business processes.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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