Interact + SharpSpring

Interact + SharpSpring integrations

Create/update opportunities in SharpSpring for new Interact leads

Effortlessly manage your sales pipeline by connecting Interact and SharpSpring. With this workflow, every time a new lead is captured in Interact, an opportunity will be created or updated in SharpSpring. This seamless integration helps you stay organized and focused on growing your business, saving valuable time while ensuring you never miss out on potential opportunities.

When this happens...
New LeadTriggers when a new lead is collected from quiz.
TriggerInstant
automatically do this!
Create/Update OpportunityCreate 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".
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 Interact and SharpSpring

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

- Quiz
  Required
Trigger
Instant
Try It
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
Try It
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

New Account
A new Account is created in SharpSpring.
Trigger
Polling
Try It
New Form Fillout Event
When a lead fills out a form in SharpSpring.
Trigger
Polling
Try It
New Opportunity
A new Opportunity is created in SharpSpring.
Trigger
Polling
Try It
- 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

About Interact

Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

Similar apps

Zapier Forms

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

About SharpSpring

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