SharpSpring + Tidio

Create or update SharpSpring leads when new Tidio bot contacts are sent

Effortlessly manage your leads with this Tidio to SharpSpring automation. Whenever a contact is sent from your Tidio bot, this workflow will create or update the lead in SharpSpring, ensuring your CRM stays up-to-date and your sales team can easily track and follow up with potential customers. Save time and streamline your lead management process with this seamless integration.

When this happens...
Contact Sent From Bot
Triggers when a contact is sent from the chosen node in your bot.
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

- Send to Zapier NodeRequired
Trigger
Instant
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New Email Open Event
When a lead opens an email in SharpSpring.
Trigger
Scheduled
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New Lead
When a lead has been created in sharpspring.
Trigger
Scheduled
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New Page Visit Event
When a lead visits a new page in SharpSpring.
Trigger
Scheduled
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- 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

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
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New Opportunity
A new Opportunity is created in SharpSpring.
Trigger
Scheduled
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- 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