MarketSharp + RepCard

MarketSharp + RepCard integrations

Submit leads in MarketSharp when statuses change in RepCard

Automate your lead management process with this seamless workflow between RepCard and MarketSharp. Whenever there's a change in status within RepCard, this automation sends a lead submission to MarketSharp. Perfect for sales teams looking to streamline lead tracking and ensure prompt follow-ups, this link between RepCard and MarketSharp makes managing your leads more efficient.

When this happens...
Status ChangedTriggers when a status is changed for a contact.
TriggerInstant
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

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More things you can do with RepCard and MarketSharp

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

- Trigger when any appointment is changed to the status(s) below:
  Required
Trigger
Instant
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New Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Trigger
Instant
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- Trigger when any contact is changed to the status(s) below:
Trigger
Instant
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- Event
  Required
- First Name
- Last Name
- Ticket Number
  Required
- Email
- Phone Number
- Company Name
- Ticket Type
  Required
Action
Write
- Appointment Title
- First Name
  Required
- Last Name
- Email
- Phone Country Code
- Phone Number
- Address
- State
- City
- Zip Code
- Meeting Location
- Meeting Link
- Notes
- Calendar
  Required
- Setter
  Required
- Closer
- Appointment Start Time
  Required
- Appointment End Time
  Required
Action
Write

- Event
  Required
- Ticket Type
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Country Code
  Required
- Phone Number
  Required
- Job Title
  Required
- Company Name
  Required
Action
Write
- Send To Existing Contact
  Required
- Send Via SMS
  Required
- Send Via Email
  Required
- Who's RepCard do you want to send?
  Required
- Type
- First Name
- Last Name
- Country Code
- Phone Number
- Email
- Initial Message
  Required
- Choose Contact
- Include Social Media Links
  Required
- Choose text campaign
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

Appointment Set
Triggers when a new Appointment is created for any contact.
Trigger
Instant
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- Trigger when any user registered to the Event below
  Required
Trigger
Instant
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New User
Triggers when a new user is created.
Trigger
Instant
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- Stat
  Required
- Date Time
  Required
- Owner Type
  Required
- Stat Owner
  Required
- Stat UID
  Required
- Stat Value
  Required
Action
Write
- First Name
- Last Name
- Type
  Required
- Contact Owner
  Required
- Email
- Country Code
- Phone Number
- Status
  Required
- Company Name
- Title
- Address
- Address 2
- State
- City
- Zip
- Latitude
- Longitude
- Notes
Action
Write
- First Name
  Required
- Last Name
- User Email
  Required
- Country Code
  Required
- Phone Number
  Required
- Role
  Required
- Job Title
  Required
- Office
  Required
- Team
Action
Write
- Contact
  Required
- First Name
- Last Name
- Type (Lead/Customer/Recruit/Other)
  Required
- Email
- Country Code
- Phone Number
- Company Name
- title
- Status
  Required
- Notes
- Address
- Address 2
- State
- City
- Zip
Action
Write

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.

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Related categories

CRM (Customer Relationship Management)

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About RepCard

RepCard is a sales tool used to facilitate automated follow up with leads that will drive reviews and referrals back to the sales person.

Learn moreLearn moreHelpHelp

Related categories

Sales & CRM