Create or update SharpSpring opportunities when new quizzes are completed in ScoreApp
Boost your sales efforts with this effective workflow. When an individual finishes a quiz on ScoreApp, this streamlines a process that will create or update an opportunity within your SharpSpring CRM. It's an excellent solution for keeping your sales pipeline updated in real-time based on user interactions, saving you time and effort. Perfect for those who want to dynamically link quiz performance with potential business opportunities.
Boost your sales efforts with this effective workflow. When an individual finishes a quiz on ScoreApp, this streamlines a process that will create or update an opportunity within your SharpSpring CRM. It's an excellent solution for keeping your sales pipeline updated in real-time based on user interactions, saving you time and effort. Perfect for those who want to dynamically link quiz performance with potential business opportunities.
- When this happens...Quiz Finished
Triggers when somebody answers the last question in your quiz. If your lead form is configured to show before the quiz questions, lead form data such as name/email will be available via this trigger.
- automatically do this!Create/Update Opportunity
Create or optionally update an Opportunity in SharpSpring. If an opportunity already exists in SharpSpring with the specified name, that opportunity will be updated.
You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
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