SharpSpring + Salesflare Integrations

How to connect SharpSpring + Salesflare

Zapier lets you send info between SharpSpring and Salesflare automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

Choose a Trigger

Start here arrow pointing down

Choose an Action

Connect Apps

Connect My Apps

Free forever for core features
14 day trial for premium features & apps

Top companies trust Zapier to automate work and free up time

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

By signing up, you agree to Zapier's terms of service and privacy policy.

Supported triggers and actions

What does this mean?

New Account
A new Account is created in SharpSpring.
Trigger
Scheduled
Try It
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

- Tag
Trigger
Scheduled
Try It
- Owner
- Assignee
- Stage
- Tag
- Min Value
- Max Value
Trigger
Scheduled
Try It

- WorkflowRequired
  Select the workflow to trigger on.
- Event
  Select the event to trigger on.
Trigger
Scheduled
Try It
- AccountRequired
  Specify the ID of the account you want to add a contact to. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
- ContactRequired
  Specify the ID of the contact you want to add to the account. If you are not getting the Contact ID from a previous step, you can add a "Find Contact" step to find it.
Action
Write
- Name
- Update if Account Already Exists
  Use existing account if an account with that name already exists.
- Website
  Fill out the website to search account info automatically.
- Contact Name
  Create a contact linked to the account. (if the contact with the email address already exists it will be linked to the account).
- Contact Email
- Description
- Email
- Tag
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
  Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
Action
Write
- Name
- Email
  Fill out the email address to search contact info automatically. If a contact with the same email address already exists the contact will be updated.
- First Name
- Last Name
- Tag
- Picture
  Fill out a URL pointing to a picture for the contact.
- Birthdate
- Phone Number
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
  Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
Action
Write
- AccountRequired
  Specify the ID of the account you want to add a note to. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
- BodyRequired
- Note Date
Action
Write
- DescriptionRequired
- Account
  Specify the ID of the account you want to link the task to. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
- Reminder Date
- Assignees
Action
Write
- AccountRequired
  Specify the ID of the account you want to update. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
- Name
- Website
  Fill out the website to search account info automatically.
- Description
- Email
- Tag
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
  Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
Action
Write
- OpportunityRequired
  Specify the ID of the opportunity you want to update. If you are not getting the Opportunity ID from a previous step, you can add a "Find Opportunity" step to find it.
- Name
- Account
  Specify the ID of the account you want to update an opportunity from. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
- Stage
- Owner
- Assignee
- Value
- Close Date
- Tag
- Custom Fields
  Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
Action
Write
- Id
- Name
  This field needs to match exactly (case sensitive).
- Email
- Phone Number
- Account
  Specify the ID of the account you want to find a contact for. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
- Tag
Action
Search
- Id
- Name
  This field needs to match exactly (case sensitive).
- Email
Action
Search
- Id
- Name
  This field needs to match exactly (case sensitive).
- Email
Action
Search
- Id
- Name
  This field needs to match exactly (case sensitive).
- Domain
- Tag
- Update if Account Already Exists
  Use existing account if an account with that name already exists.
- Website
  Fill out the website to search account info automatically.
- Contact Name
  Create a contact linked to the account. (if the contact with the email address already exists it will be linked to the account).
- Contact Email
- Description
- Email
- Tag
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
  Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
Action
Search or write

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
  Leads are associated by email address. If an existing contact record does not exist for the email address, a new contact record will be created and associated with the Opportunity. If an existing contact record does exist, that record will be associated with the Opportunity.
- Associate With an AccountRequired
  Accounts are associated by name. If an existing Account record does not exist with this name, a new Account record will be created and associated with the Opportunity. If an existing Account record does exist, that record will be associated with the Opportunity.
- Opportunity StatusRequired
- Opportunity OwnerRequired
- Deal StageRequired
- Close DateRequired
  Given in UTC time. Give the format "yyyy-mm-dd HH:mm:ss". Example: "2015-01-02 13:14:55".
- Opportunity AmountRequired
Action
Write
- Tag
- Type
  Trigger on Customers or on My contacts (including those gathered in the background)?
Trigger
Scheduled
Try It
- Account
  Provide the Account ID, not the Name here.
- Type
Trigger
Scheduled
Try It
- WorkflowRequired
  Select the workflow to trigger on.
- Step NumberRequired
  Specify the number of the step to trigger on. This number is listed in front of the workflow step name when editing a workflow in Salesflare. (e.g. "1. Send an email" is step number 1)
- EventRequired
  Select the event to trigger on.
Trigger
Scheduled
Try It
- AccountRequired
  Specify the ID of the account you want to add a user to. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
- UserRequired
Action
Write
- Start DateRequired
- End Date
- Subject
- Description
- Notes
- Participants
  Specify the ID of the person you want to add as a participant. If you are not getting the Person ID from a previous step, you can add a "Find Person" step to find it.
Action
Write
- Start DateRequired
- End Date
- Subject
- Description
- Notes
- Participants
  Specify the ID of the person you want to add as a participant. If you are not getting the Person ID from a previous step, you can add a "Find Person" step to find it.
Action
Write
- Name
- Link to Existing or New Account
  Specify the ID of the account you want to link the opportunity to. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it -or- create a new account below.
- Account Name
  Required if you did not link to an existing account using the field above.
- Account Website
  Fill out to search account info automatically.
- Contact Name
  Create a contact linked to the account. (if the contact with the email address already exists it will be linked to the account).
- Contact Email
  Fill out to search contact info automatically.
- Stage
- Owner
- Assignee
- Value
- Close Date
- Tag
- Custom Fields
  Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
Action
Write
- WorkflowRequired
  Select the workflow to remove the contact from.
- ContactRequired
  Specify the ID of the contact you want to remove from the workflow. If you are not getting the Contact ID from a previous step, you can add a "Find Contact" step to find it.
- Met Goal?Required
  Indicate whether the contact is exiting the workflow while meeting the goal or not.
Action
Write
- ContactRequired
  Specify the ID of the contact you want to update. If you are not getting the Contact ID from a previous step, you can add a "Find Contact" step to find it.
- Name
- Email
  Fill out the email address to search contact info automatically.
- First Name
- Last Name
- Tag
- Picture
  Fill out a URL pointing to a picture for the contact.
- Birthdate
- Phone Number
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
  Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
Action
Write
- Id
- Name
  This field needs to match exactly (case sensitive).
- Domain
- Tag
Action
Search
- Id
- Name
  This field needs to match exactly (case sensitive).
- Account
  Specify the ID of the account you want to find an opportunity for. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
Action
Search
- Stage
- Pipeline Name
- Stage Name
Action
Search
- Workflow NameRequired
Action
Search
- Id
- Name
  This field needs to match exactly (case sensitive).
- Email
  Fill out the email address to search contact info automatically. If a contact with the same email address already exists the contact will be updated.
- Phone Number
- Account
  Specify the ID of the account you want to find a contact for. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
- Tag
- First Name
- Last Name
- Tag
- Picture
  Fill out a URL pointing to a picture for the contact.
- Birthdate
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
  Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
Action
Search or write

How SharpSpring + Salesflare Integrations Work

Step 1: Authenticate SharpSpring and Salesflare.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect SharpSpring + Salesflare

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

Related categories

Marketing Automation

About Salesflare

Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around.

Learn more

Related categories

CRM (Customer Relationship Management)

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

By signing up, you agree to Zapier's terms of service and privacy policy.

SharpSpring + Salesflare Integrations

How to connect SharpSpring + Salesflare

Connect your apps and automate workflows

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

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

New Account

Tag

New Opportunity

Owner

Assignee

Stage

Tag

Min Value

Max Value

New Workflow Event

WorkflowRequired

Event

Add Contact to Account

AccountRequired

ContactRequired

Create Account

Name

Update if Account Already Exists

Website

Contact Name

Contact Email

Description

Email

Tag

Phone Number

Street

Zip

City

State/Region

Country

Size

Picture

Social Profile

Custom Fields

Create Contact

Name

Email

First Name

Last Name

Tag

Picture

Birthdate

Phone Number