Salesforce + SharpSpring

Create Attachment

Creates a new attachment (max 25MB).

Create Record

Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Update Contact

Updates an existing contact in Salesforce.

Update Record

Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

API Request (Beta)

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

Find Record(s)

Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

Find Record by Query

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

Create Account

Create an Account in SharpSpring.

Create/Update Lead

Create a Lead in SharpSpring or update by email address.

Create Child Records (with line item support)

Creates records from line items and sets the parent-child relationship.

Create File

Creates a new File (max 25MB).

Create Record (UTC)

Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Update Lead

Updates an existing lead in Salesforce.

Update Record (UTC)

Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Find Record

Finds a record of a specified Salesforce object by up to two fields and values you choose.

Find Record(s) by Query

Finds one or more records of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause (with line item support).

Find or Create Record

Find a record. Optionally create a record if not found.

Create Campaign

Create a new Campaign in SharpSpring.

Create/Update Opportunity