SharpSpring + Upcall Integrations

How to connect SharpSpring + Upcall

Zapier lets you send info between SharpSpring and Upcall automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

Choose a Trigger

Start here arrow pointing down

Choose an Action

Connect Apps

Connect My Apps

Free forever for core features
14 day trial for premium features & apps

Top companies trust Zapier to automate work and free up time

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

By signing up, you agree to Zapier's terms of service and privacy policy.

Supported triggers and actions

What does this mean?

New Account
A new Account is created in SharpSpring.
Trigger
Scheduled
Try It
New Form Fillout Event
When a lead fills out a form in SharpSpring.
Trigger
Scheduled
Try It
New Opportunity
A new Opportunity is created in SharpSpring.
Trigger
Scheduled
Try It
- 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

- Status
- CampaignRequired
Trigger
Scheduled
Try It
- Status
  Select Completed status for contacts who picked up and answered the questions and/or were interested in your service and/or were qualified.
- CampaignRequired
Trigger
Scheduled
Try It

- CampaignRequired
- ContactRequired
  The ID of the contact to update.
- Phone Number
  Phone number in international format, eg. +16501234567.
- Status
- Phone Number Extension
- First Name
- Last Name
- Notes
- Title
- Company Name
- Email Address
- Website
- Address - Street Line 1
- Address - City
- Address - State
- Address - Postal / ZIP Code
- Address - Country
- Custom Fields
Action
Write
- CampaignRequired
- Name
  Either first name, last name or company name.
- Email
  Email address.
- Phone Number
  Phone number in international format, eg. +16501234567.
- Status
- Phone NumberRequired
  Phone number in US 10-digit (e.g. 6501231122) or International format (eg. +16501234567). Contacts without valid phone numbers will return an error.
- Phone Number Extension
- First Name
- Last Name
- Notes
- Title
- Company Name
- Email Address
- Website
- Address - Street Line 1
- Address - City
- Address - State
- Address - Postal / ZIP Code
- Address - Country
- Custom Fields
  Add non-standard fields to contacts and use them in the call script using double brackets (e.g. [[color]] ).
Action
Search or write

New Email Open Event
When a lead opens an email in SharpSpring.
Trigger
Scheduled
Try It
New Lead
When a lead has been created in sharpspring.
Trigger
Scheduled
Try It
New Page Visit Event
When a lead visits a new page in SharpSpring.
Trigger
Scheduled
Try It
- Campaign NameRequired
- Campaign Type
- Campaign Alias
- Campaign Origin
- Quantity
- Price
- Goal
- Other Costs
Action
Write
- Opportunity NameRequired
- Associate a Primary LeadRequired
  Leads are associated by email address. If an existing contact record does not exist for the email address, a new contact record will be created and associated with the Opportunity. If an existing contact record does exist, that record will be associated with the Opportunity.
- Associate With an AccountRequired
  Accounts are associated by name. If an existing Account record does not exist with this name, a new Account record will be created and associated with the Opportunity. If an existing Account record does exist, that record will be associated with the Opportunity.
- Opportunity StatusRequired
- Opportunity OwnerRequired
- Deal StageRequired
- Close DateRequired
  Given in UTC time. Give the format "yyyy-mm-dd HH:mm:ss". Example: "2015-01-02 13:14:55".
- Opportunity AmountRequired
Action
Write
- Status
- CampaignRequired
Trigger
Scheduled
Try It
- CampaignRequired
- Phone NumberRequired
  Phone number in US 10-digit (e.g. 6501231122) or International format (eg. +16501234567). Contacts without valid phone numbers will return an error.
- Phone Number Extension
- First Name
- Last Name
- Notes
- Title
- Company Name
- Email Address
- Website
- Address - Street Line 1
- Address - City
- Address - State
- Address - Postal / ZIP Code
- Address - Country
- Custom Fields
  Add non-standard fields to contacts and use them in the call script using double brackets (e.g. [[color]] ).
Action
Write
- CampaignRequired
- Name
  Either first name, last name or company name.
- Email
  Email address.
- Phone Number
  Phone number in international format, eg. +16501234567.
- Status
Action
Search

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.

Connect apps

Connect SharpSpring + Upcall

About SharpSpring

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

Learn more

Related categories

Marketing Automation

About Upcall

Upcall provides phone callers on demand. Import phone numbers and our professional callers will make sales and marketing calls for you.

Related categories

Phone & SMS

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

By signing up, you agree to Zapier's terms of service and privacy policy.

SharpSpring + Upcall Integrations

How to connect SharpSpring + Upcall

Connect your apps and automate workflows

New Account

New Form Fillout Event

New Opportunity

Create Account

Account Owner

Account NameRequired

Industry

Phone

Number of Employees

Website

Address

City

State

Country

Create/Update Lead

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

New Calls

Status

CampaignRequired

New Results

Status

CampaignRequired

Update Contact

CampaignRequired

ContactRequired

Phone Number

Status

Phone Number Extension

First Name

Last Name

Notes

Title

Company Name

Email Address

Website

Address - Street Line 1

Address - City

Address - State

Address - Postal / ZIP Code

Address - Country

Custom Fields

Find or Create Contact

CampaignRequired

Name

Email

Phone Number

Status

Phone NumberRequired

Phone Number Extension

First Name

Last Name

Notes

Title

Company Name

Email Address

Website

Address - Street Line 1

Address - City

Address - State