Scoro + SharpSpring

Create or update SharpSpring leads from new or updated Scoro persons

Effortlessly keep your leads up-to-date in both Scoro and SharpSpring with this seamless workflow. Whenever a new or updated person is added to Scoro, this automation will create or update a lead in SharpSpring to ensure your sales teams have the most accurate and current information. Stay organized and improve efficiency by letting this integration handle your lead management.

When this happens...
New or Updated Person
Triggers when a person is created or modified.
TriggerInstant
automatically do this!
Create/Update Lead
Create a Lead in SharpSpring or update by email address.
ActionWrite

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Supported triggers and actions

What does this mean?

New or Updated Bill
Triggers when a bill is created or modified.
Trigger
Instant
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New or Updated Calendar Event
Triggers when a calendar event is created or modified.
Trigger
Instant
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New or Updated Company
Triggers when a company is created or modified.
Trigger
Instant
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New or Updated Custom Entry
Triggers when a Custom entry is created or modified.
Trigger
Instant
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New or Updated Invoice
Triggers when an invoice is created or modified.
Trigger
Instant
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New or Updated Order
Triggers when an order is created or modified.
Trigger
Instant
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New or Updated Person
Triggers when a person is created or modified.
Trigger
Instant
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New or Updated Project
Triggers when a project is created or modified.
Trigger
Instant
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New or Updated Purchase Order
Triggers when an purchase order is created or modified.
Trigger
Instant
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New or Updated Quote
Triggers when an quote is created or modified.
Trigger
Instant
Try It
New or Updated Task
Triggers when a task is created or modified.
Trigger
Instant
Try It
Create or Update Bill
Creates a new bill or updates an existing one.
Action
Write
Create or Update Company
Creates a new company or updates an existing one.
Action
Write
Create Expense
Creates a new expense.
Action
Write
Create or Update Order
Creates a new order or updates an existing one.
Action
Write
- ProjectRequired
- FileRequired
- File name
Action
Write
Create or Update Project
Creates a new project or updates an existing one.
Action
Write
Create or Update Quote
Creates a new quote or updates an existing one.
Action
Write
- TaskRequired
- FileRequired
- File name
Action
Write
- Task ID
- Task name
- Task description
- Task due datetime
- Planned duration
- Task status
- Task priority
- Is personal event
- Company name
- Person name
- Project name
- Activity type
- Responsible user
- Assignee(s)
- File
Action
Write
Update Task Under a Project
Updates a specific task under a project.
Action
Write
- Bill numberRequired
- Issuer IDRequired
Action
Search
- Custom moduleRequired
- Custom field nameRequired
- Custom field valueRequired
Action
Search
- Order numberRequired
Action
Search
- Name
- Number
Action
Search
- Quote numberRequired
Action
Search
- Project IDRequired
- Task nameRequired
Action
Search
New Account
A new Account is created in SharpSpring.
Trigger
Scheduled
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New Form Fillout Event
When a lead fills out a form in SharpSpring.
Trigger
Scheduled
Try It
New Opportunity
A new Opportunity is created in SharpSpring.
Trigger
Scheduled
Try It
- Account Owner
- Account NameRequired
- Industry
- Phone
- Number of Employees
- Website
- Address
- City
- State
- Country
Action
Write
- Email AddressRequired
- 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 Bill
Triggers when a new bill is created.
Trigger
Instant
Try It
New Calendar Event
Triggers when a new calendar event is created.
Trigger
Instant
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New or Updated Expense
Triggers when an expense is created or modified.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
New Order
Triggers when a new order is created.
Trigger
Instant
Try It
New Person
Triggers when a new person is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Purchase Order
Triggers when a new purchase order is created.
Trigger
Instant
Try It
New Quote
Triggers when a new quote is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Create Calendar Event
Creates a new calendar event.
Action
Write
Create or Update Custom Entry
Creates a new custom entry or updates an existing one.
Action
Write
Create or Update Invoice
Creates a new invoice or updates an existing one.
Action
Write
Create or Update Person
Creates a new person or updates an existing one if e-mail address of the person match.
Action
Write
- ProjectRequired
- Comment textRequired
Action
Write
Create or Update Purchase Order
Creates a new purchase order or updates an existing one.
Action
Write
- InvoiceRequired
- Receipt account
- Receipt sumRequired
- Receipt date
Action
Write
- TaskRequired
- Comment textRequired
Action
Write
- Task IDRequired
- Completed datetime
Action
Write
- TaskRequired
- Start datetime
- Duration
- Is billable
- Description
- Activity type
- Is completed
Action
Write
- Company nameRequired
Action
Search
- Invoice numberRequired
Action
Search
Find Person
Find person by full name, email or ID.
Action
Search
- Purchase order numberRequired
Action
Search
- Custom field nameRequired
- Custom field valueRequired
Action
Search
- User EmailRequired
Action
Search
New Email Open Event
When a lead opens an email in SharpSpring.
Trigger
Scheduled
Try It
New Lead
When a lead has been created in sharpspring.
Trigger
Scheduled
Try It
New Page Visit Event
When a lead visits a new page in SharpSpring.
Trigger
Scheduled
Try It
- Campaign NameRequired
- Campaign Type
- Campaign Alias
- Campaign Origin
- Quantity
- Price
- Goal
- Other Costs
Action
Write
- Opportunity NameRequired
- Associate a Primary LeadRequired
- Associate With an AccountRequired
- Opportunity StatusRequired
- Opportunity OwnerRequired
- Deal StageRequired
- Close DateRequired
- Opportunity AmountRequired
Action
Write

About Scoro

Scoro is a comprehensive work management software – an all-in-one solution to track your time, manage projects and bill for your work

Learn more

Related categories

Project Management

About SharpSpring

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

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Scoro + SharpSpring

Create or update SharpSpring leads from new or updated Scoro persons

New or Updated Bill

New or Updated Calendar Event

New or Updated Company

New or Updated Custom Entry

New or Updated Invoice

New or Updated Order

New or Updated Person

New or Updated Project

New or Updated Purchase Order

New or Updated Quote

New or Updated Task

Create or Update Bill

Create or Update Company

Create Expense

Create or Update Order

Attach File to a Project

FileRequired

File name

Create or Update Project

Create or Update Quote

Attach File to a Task

TaskRequired

FileRequired

File name

Create or Update Task

Task ID

Task name

Task description

Task due datetime

Planned duration

Task status

Task priority

Is personal event

Company name

Person name

Project name

Activity type

Responsible user

Assignee(s)

File

Update Task Under a Project

Find Bill

Bill numberRequired

Issuer IDRequired

Find Custom Entry by Custom Field

Custom moduleRequired

Custom field nameRequired

Custom field valueRequired

Find Order

Order numberRequired

Find Project

Name

Number

Find Quote

Quote numberRequired

Find Task by Name

Project IDRequired

Task nameRequired

New Account

New Form Fillout Event

New Opportunity

Create Account

Account Owner

Account NameRequired

Industry

Phone

Number of Employees

Website

Address

City

State

Country

Create/Update Lead

Email AddressRequired

First Name