Create or update SharpSpring opportunities with new Stripe customers
When a new customer signs up on Stripe, streamline your sales process by updating or creating an opportunity in SharpSpring immediately. This automation helps you stay organized, ensuring every new customer from your Stripe platform is instantly reflected in your SharpSpring CRM. Stay ahead with enhanced customer management and never miss an opportunity to expand your business.
When a new customer signs up on Stripe, streamline your sales process by updating or creating an opportunity in SharpSpring immediately. This automation helps you stay organized, ensuring every new customer from your Stripe platform is instantly reflected in your SharpSpring CRM. Stay ahead with enhanced customer management and never miss an opportunity to expand your business.
- When this happens...New Customer
Triggers when a new customer is added.
- 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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