How to connect SharpSpring + Upcall
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A new Account is created in SharpSpring.Try ItTriggerScheduled
New Form Fillout Event
When a lead fills out a form in SharpSpring.Try ItTriggerScheduled
A new Opportunity is created in SharpSpring.Try ItTriggerScheduled
Number of Employees
New Email Open Event
When a lead opens an email in SharpSpring.Try ItTriggerScheduled
When a lead has been created in sharpspring.Try ItTriggerScheduled
New Page Visit Event
When a lead visits a new page in SharpSpring.Try ItTriggerScheduled
How SharpSpring + Upcall Integrations Work
- Step 1: Authenticate SharpSpring and Upcall.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.
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