Create or update SharpSpring opportunities from new Marketo leads
Effortlessly manage your leads and opportunities with this efficient workflow between Marketo and SharpSpring. When a new lead is generated in Marketo, it will automatically create or update an opportunity in SharpSpring. This seamless process saves time and ensures that your sales team stays updated on the latest prospects.
Effortlessly manage your leads and opportunities with this efficient workflow between Marketo and SharpSpring. When a new lead is generated in Marketo, it will automatically create or update an opportunity in SharpSpring. This seamless process saves time and ensures that your sales team stays updated on the latest prospects.
- When this happens...New Lead
Triggers when a new lead is created.
- 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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