MarketSharp + Spotio
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.
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 Created
Triggers when appointment for lead is created.
- automatically do this!Submit Lead
Submits a new Lead to your MarketSharp system. If the Lead already exists, then a new Inquiry is appended to the contact.
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Activity Created
Triggers when activity event (for example Visit, Call, Email) is created.
Try ItActivity Updated
Triggers when activity event (for example Visit, Call, Email) is updated.
Try ItDocument Added to Record
Triggers when document is added to record.
Try ItRecord Created or Updated
Triggers when record is created or updated.
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Activity Created or Updated
Triggers when activity event (for example Visit, Call, Email) is created or updated.
Try ItAppointment Created
Triggers when appointment for lead is created.
Try ItRecord Created
Triggers when record is created.
Try ItRecord Stage Changed
Triggers when record stage changes.
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