Saasu + SharpSpring

Saasu + SharpSpring integrations

Add new SharpSpring leads as contacts in Saasu

After your lead becomes a customer, you'll want to add them to your invoicing workflow. This Zapier automation will import your leads to Saasu as a new contact, allowing you to automatically follow up with invoicing.

When this happens...
New LeadWhen a lead has been created in sharpspring.
TriggerPolling
automatically do this!
Create ContactCreates a new contact.
ActionWrite

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More things you can do with SharpSpring and Saasu

Discover other triggers and actions you can use with SharpSpring and Saasu

New Account
A new Account is created in SharpSpring.
Trigger
Polling
Try It
New Form Fillout Event
When a lead fills out a form in SharpSpring.
Trigger
Polling
Try It
New Opportunity
A new Opportunity is created in SharpSpring.
Trigger
Polling
Try It
- Account Owner
- Account Name
  Required
- Industry
- Phone
- Number of Employees
- Website
- Address
- City
- State
- Country
Action
Write
- Email Address
  Required
- First Name
- Last Name
- Company Name
- Lead Status
- Lead Owner
- Title
- Street
- City
- Country
- State
- Zip Code
- Website
- Phone Number
- Mobile Phone
- Description
- Industry
- Is Unsubscribed
- Tracking ID
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- First Name
  Required
- Last Name
  Required
- CompanyId
- Email
- Position Title
- Website Url
- Primary Phone
- Home Phone
- Other Phone
- Mobile Phone
- Fax
- Partner?
- Customer?
- Supplier?
- Contractor?
- LinkedIn Profile
- Twitter
- Skype
- Custom Field 1
- Custom Field 2
- Street Address
- City
- State
- Postcode
- Country
Action
Write

- Invoice Type
  Required
- Transaction Type
  Required
- Billing Contact
- Transaction Date
  Required
- Invoice Number
- Purchase Order Number
- Summary
- Due Date
- Currency
- Foreign exchange rate
- Auto Populate Fx Rate
- Is Tax Included?
- Description
- Account
  Required
- Tax Code
- Amount
- Tags
- Internal Notes
- External Notes
- Requires Follow Up
- Sent To Contact
- Quick Payment - Date Paid
- Quick Payment - Date Cleared
- Quick Payment - Bank Account
- Quick Payment - Amount
- Quick Payment - Reference
- Quick Payment - Summary
Action
Write
- Email
- First Name
  Required
- Last Name
  Required
- CompanyId
- Email
- Position Title
- Website Url
- Primary Phone
- Home Phone
- Other Phone
- Mobile Phone
- Fax
- Partner?
- Customer?
- Supplier?
- Contractor?
- LinkedIn Profile
- Twitter
- Skype
- Custom Field 1
- Custom Field 2
- Street Address
- City
- State
- Postcode
- Country
Action
Search or write

New Email Open Event
When a lead opens an email in SharpSpring.
Trigger
Polling
Try It
New Lead
When a lead has been created in sharpspring.
Trigger
Polling
Try It
New Page Visit Event
When a lead visits a new page in SharpSpring.
Trigger
Polling
Try It
- Campaign Name
  Required
- Campaign Type
- Campaign Alias
- Campaign Origin
- Quantity
- Price
- Goal
- Other Costs
Action
Write
- Opportunity Name
  Required
- Associate a Primary Lead
  Required
- Associate With an Account
  Required
- Opportunity Status
  Required
- Opportunity Owner
  Required
- Deal Stage
  Required
- Close Date
  Required
- Opportunity Amount
  Required
Action
Write
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
- Invoice Type
  Required
- Transaction Type
  Required
- Billing Contact
- Transaction Date
  Required
- Invoice Number
- Purchase Order Number
- Summary
- Due Date
- Currency
- Foreign exchange rate
- Auto Populate Fx Rate
- Is Tax Included?
- Quantity
- Inventory Item
  Required
- Description
- Tax Code
- Unit Price
- Percentage Discount
- Tags
- Internal Notes
- External Notes
- Requires Follow Up
- Send To Contact
- Quick Payment - Date Paid
- Quick Payment - Date Cleared
- Quick Payment - Bank Account
- Quick Payment - Amount
- Quick Payment - Reference
- Quick Payment - Summary
Action
Write
- Email
- First Name
- Last Name
Action
Search

About Saasu

Fast, simple online accounting for small business that includes cashflow, invoicing, inventory, payroll and support on all plans.

HelpHelp

Related categories

Accounting

About SharpSpring

Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

Similar apps

Zapier Forms

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