How to connect Pipeliner Cloud + SharpSpring
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- New AccountTriggers when a new Account is created.Trigger
- New AppointmentTriggers when a new Appointment is created.Trigger
- New ContactTriggers when a new Contact is created.Trigger
- New LeadTriggers when a new Lead is created.Trigger
- New OpportunityTriggers when a new Opportunity is created.Trigger
- New TaskTriggers when a new Task is created.Trigger
- Updated AccountTriggers when an Account is updated.Trigger
- Updated AppointmentTriggers when an Appointment is updated.Trigger
- Pipeliner Cloud
Triggers when a Contact is updated.
Instant
Trigger
- Pipeliner Cloud
Triggers when a Lead is updated.
Instant
Trigger
- Pipeliner Cloud
Triggers when an Opportunity is updated.
Instant
Trigger
- Pipeliner Cloud
Triggers when a Task is updated.
Instant
Trigger
- Pipeliner Cloud
Create a new Account.
Scheduled
Action
- Pipeliner Cloud
Create a new Appointment.
Scheduled
Action
- Pipeliner Cloud
Create a new Contact.
Scheduled
Action
- Pipeliner Cloud
Create a new Lead.
Scheduled
Action
- Pipeliner Cloud
Create a new Opportunity.
Scheduled
Action
- Pipeliner Cloud
Create a new Task.
Scheduled
Action
- Pipeliner Cloud
Update an existing Account.
Scheduled
Action
- Pipeliner Cloud
Update an existing Appointment.
Scheduled
Action
- Pipeliner Cloud
Update an existing Contact.
Scheduled
Action
- Pipeliner Cloud
Update an existing Lead.
Scheduled
Action
- Pipeliner Cloud
Update an existing Opportunity.
Scheduled
Action
- Pipeliner Cloud
Update an existing Task.
Scheduled
Action
- Pipeliner Cloud
Find an existing Account. Optionally, create one if Account is not found.
Scheduled
Action
- Pipeliner Cloud
Find an existing Appointment. Optionally, create one if Appointment is not found.
Scheduled
Action
- Pipeliner Cloud
Find an existing Owner.
Scheduled
Action
- Pipeliner Cloud
Find an existing Contact. Optionally, create one if Contact is not found.
Scheduled
Action
- Pipeliner Cloud
Find an existing Lead. Optionally, create one if Lead is not found.
Scheduled
Action
- Pipeliner Cloud
Find an existing Opportunity. Optionally, create one if Opportunity is not found.
Scheduled
Action
- Pipeliner Cloud
Find an existing Task. Optionally, create one if Task is not found.
Scheduled
Action
- Pipeliner Cloud
this is the description.
Scheduled
Action
- Pipeliner Cloud
this is the description.
Scheduled
Action
- Pipeliner Cloud
this is the description.
Scheduled
Action
- Pipeliner Cloud
this is the description.
Scheduled
Action
- Pipeliner Cloud
this is the description.
Scheduled
Action
- Pipeliner Cloud
this is the description.
Scheduled
Action
- SharpSpring
A new Account is created in SharpSpring.
Scheduled
Trigger
- SharpSpring
When a lead opens an email in SharpSpring.
Scheduled
Trigger
- SharpSpring
When a lead fills out a form in SharpSpring.
Scheduled
Trigger
- SharpSpring
When a lead has been created in sharpspring.
Scheduled
Trigger
- SharpSpring
A new Opportunity is created in SharpSpring.
Scheduled
Trigger
- SharpSpring
When a lead visits a new page in SharpSpring.
Scheduled
Trigger
- SharpSpring
Create an Account in SharpSpring.
Scheduled
Action
- SharpSpring
Create a new Campaign in SharpSpring.
Scheduled
Action
- SharpSpring
Create a Lead in SharpSpring or update by email address.
Scheduled
Action
- SharpSpring
Scheduled
Action
How Pipeliner Cloud + SharpSpring Integrations Work
- Step 1: Authenticate Pipeliner Cloud and SharpSpring.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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