Updated Deal Stage

Triggers when a deal's stage is updated.

Create Activity

Creates a new activity.

Attach File

Uploads a file and attaches it to a deal, person, organization, activity, product or note.

Create Lead

Creates a new lead.

Create Organization

Creates a new organization.

Create Product

Creates a new product.

Update Deal

Updates an existing deal.

Update Organization

Updates an existing organization.

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Find Deal

Finds a deal by any field.

Find Deals Associated with a Person

Finds multiple Deals associated with a Person (with line item support).

Find Multiple Leads

Finds multiple leads based on your search criteria, only returns the Lead IDs.

Find Notes

Finds notes by Deal, Lead, Person, User, or Organization, up to 500 notes.

Find Person

Finds a person.

Find or Create Activity

Finds an activity by subject, or creates one if none is found.

Find Multiple Deals

Finds multiple deals by title, notes or custom fields.

Find or Create Organization

Finds an organization by name, or creates one if none is found.

Find or Create Product

Finds a product by name, or creates one if none are found.

Create Campaign

Create a new Campaign in SharpSpring.

Create/Update Opportunity

Updated Deal

Triggers when an existing deal is updated.

Updated Person

Triggers when an existing person is updated.

Create Deal

Creates a new deal.

Add Follower

Adds a follower to a deal, organization, person or product.

Create Note

Creates a new note.

Create Person

Creates a new person.

Update Activity

Updates an existing activity.

Update Lead

Updates an existing lead.

Update Person

Updates an existing person.

Find Activity

Finds an activity by subject.

Find Multiple Deals

Finds multiple deals by title, notes or custom fields (with line item support).

Find Lead

Finds a lead by title or field value.

Retrieve Note

Finds a note by ID.

Find Organization

Finds an organization.

Find Product

Finds a product by name.

Find User

Finds a user by name, email or ID.

Find or Create Deal

Finds a deal by name, or creates one if none is found.

Find or Create Lead

Finds a lead by name, or creates one if none is found.

Find or Create Person

Finds a person by name, or creates one if none is found.

Create Account

Create an Account in SharpSpring.

Create/Update Lead

Create a Lead in SharpSpring or update by email address.