Create or update SharpSpring opportunities from new VideoAsk responses
Effortlessly manage new leads from VideoAsk responses by setting up this seamless workflow. Upon receiving a new response from a respondent in the VideoAsk app, an opportunity will be created or updated in the SharpSpring app. Save time and streamline your sales process with this automation.
Effortlessly manage new leads from VideoAsk responses by setting up this seamless workflow. Upon receiving a new response from a respondent in the VideoAsk app, an opportunity will be created or updated in the SharpSpring app. Save time and streamline your sales process with this automation.
- When this happens...New Response (From a Respondent)
Triggers when the transcription is ready after someone responds to a videoask.
- 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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