SharpSpring + Quote Roller Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect SharpSpring and Quote Roller, with as many as 78 possible integrations. Are you ready to find your productivity superpowers?
Create or update opportunities on SharpSpring for new Quote Roller proposals
If you're trying to keep your automated marketing workflows triggering as efficiently as possible, don't create bottleneck between Quote Roller and SharpSpring due to manual entry. Set up this Zap instead! From then on, every new propsal on Quote Roller will also trigger the creation or update of a new opportunity on SharpSpring, bringing with it all the information you need to stay on top of those potentials at all times.
How It Works
- A new proposal is created on Quote Roller
- Zapier automatically adds or updates an opportunity on SharpSpring
What You Need
- Quote Roller account
- SharpSpring account
It's easy to connect SharpSpring + Quote Roller and requires absolutely zero coding experience—the only limit is your own imagination.
A new Account is created in SharpSpring.
Create an Account in SharpSpring.
When a lead visits a new page in SharpSpring.
Create a Lead in SharpSpring or update by email address.
A new Opportunity is created in SharpSpring.
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".
When a lead fills out a form in SharpSpring.
Create a new Campaign in SharpSpring.
When a lead opens an email in SharpSpring.
Creates a new note on a proposal
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