Interact + SharpSpring
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.
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 Lead
Triggers when a new lead is collected from quiz.
- 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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