SharpSpring + Thinkific
Create or update SharpSpring opportunities when new orders come in from Thinkific
Streamline your sales processes whenever there's a new order in Thinkific. With this workflow, each new Thinkific order will immediately result in an opportunity being created or updated in SharpSpring. This integration helps you keep track of potential leads and revenue while saving you time on data entry tasks.
Streamline your sales processes whenever there's a new order in Thinkific. With this workflow, each new Thinkific order will immediately result in an opportunity being created or updated in SharpSpring. This integration helps you keep track of potential leads and revenue while saving you time on data entry tasks.
- When this happens...New Order
Triggers when a new purchase has been made.
- 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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