MarketSharp + Spotio

MarketSharp + Spotio integrations

Submit new Spotio appointments as leads in MarketSharp

Streamline your sales process by connecting Spotio with MarketSharp. With this automation, whenever a new appointment is created in Spotio, the corresponding lead information is promptly submitted in MarketSharp, keeping all your records up-to-date. Use this seamless workflow to efficiently manage your leads and appointments, saving you time and effort.

When this happens...
Appointment CreatedTriggers when appointment for lead is created.
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 Spotio and MarketSharp

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

Activity Created
Triggers when activity event (for example Visit, Call, Email) is created.
Trigger
Instant
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Activity Updated
Triggers when activity event (for example Visit, Call, Email) is updated.
Trigger
Instant
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Document Added to Record
Triggers when document is added to record.
Trigger
Instant
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Record Created or Updated
Triggers when record is created or updated.
Trigger
Instant
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Record Updated
Triggers when record is updated.
Trigger
Instant
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- Spotio Username
  Required
- Message
  Required
Action
Write
Create Activity Note
Create Activity Note in Spotio
Action
Write

Create Record
Create a new dataObject
Action
Write
- Autoplay
  Required
- Contact Id
  Required
- Allow enrolling with partial information
  Required
- Allow enrolling already enrolled contacts
  Required
Action
Write
Update Activity
Update Activity in Spotio
Action
Write
- ActivityId
  Required
Action
Search
- Search value
  Required
Action
Search
- ActivityId
  Required
Action
Search or write
- Search value
  Required
Action
Search or write
- SearchQuery
  Required
Action
Search or write
- FieldName
  Required
- FieldValue
  Required
Action
Search or write
- ExternalLeadId
  Required
Action
Search or write

Activity Created or Updated
Triggers when activity event (for example Visit, Call, Email) is created or updated.
Trigger
Instant
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Appointment Created
Triggers when appointment for lead is created.
Trigger
Instant
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Record Created
Triggers when record is created.
Trigger
Instant
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Record Stage Changed
Triggers when record stage changes.
Trigger
Instant
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Note Created
Triggers when note for record is created.
Trigger
Instant
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Create Activity
Create Activity in Spotio
Action
Write
Create Appointment
Create Appointment in Spotio
Action
Write
Create Image
Create image.
Action
Write
- Autoplay
  Required
- Contact Id
  Required
Action
Write
Update Record
Update existing dataObject
Action
Write
- DataObject Type
  Required
- DataObject Field
  Required
- Search value
  Required
Action
Search
- ActivityId
  Required
Action
Search or write
- DataObject Type
  Required
- DataObject Field
  Required
- Search value
  Required
Action
Search or write
- Address
  Required
- Address Unit
Action
Search or write
- SearchQuery
  Required
Action
Search or write
- Email
  Required
Action
Search or 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 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 Spotio

SPOTIO is a field sales enablement tool used by field sales reps and teams to increase efficiency, productivity and of course revenue.

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Related categories

Sales & CRM