SharpSpring + Tidio

SharpSpring + Tidio integrations

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 BotTriggers when a contact is sent from the chosen node in your bot.
TriggerInstant
automatically do this!
Create/Update LeadCreate a Lead in SharpSpring or update by email address.
ActionWrite

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More things you can do with Tidio and SharpSpring

Discover other triggers and actions you can use with Tidio and SharpSpring

- Send to Zapier Node
  Required
Trigger
Instant
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New Email Open Event
When a lead opens an email in SharpSpring.
Trigger
Polling
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New Lead
When a lead has been created in sharpspring.
Trigger
Polling
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New Page Visit Event
When a lead visits a new page in SharpSpring.
Trigger
Polling
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- Campaign Name
  Required
- Campaign Type
- Campaign Alias
- Campaign Origin
- Quantity
- Price
- Goal
- Other Costs
Action
Write

- Opportunity Name
  Required
- Associate a Primary Lead
  Required
- Associate With an Account
  Required
- Opportunity Status
  Required
- Opportunity Owner
  Required
- Deal Stage
  Required
- Close Date
  Required
- Opportunity Amount
  Required
Action
Write

New Account
A new Account is created in SharpSpring.
Trigger
Polling
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New Form Fillout Event
When a lead fills out a form in SharpSpring.
Trigger
Polling
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New Opportunity
A new Opportunity is created in SharpSpring.
Trigger
Polling
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- Account Owner
- Account Name
  Required
- Industry
- Phone
- Number of Employees
- Website
- Address
- City
- State
- Country
Action
Write
- Email Address
  Required
- 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

About SharpSpring

Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.

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Related categories

Marketing Automation

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About Tidio

Tidio uniquely merges live chat, Bots, and Marketing Automation in one place to let you easily communicate with your customers.

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Related categories

Customer Support