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SharpSpring + Wicked Reports

Create new Wicked Reports contacts from new SharpSpring leads

Streamline your lead management with this efficient workflow. When a new lead appears in SharpSpring, it is swiftly transformed into a contact in Wicked Reports. This process optimizes your marketing data management by ensuring each lead is promptly and accurately recorded, reducing manual work and enhancing productivity.

Streamline your lead management with this efficient workflow. When a new lead appears in SharpSpring, it is swiftly transformed into a contact in Wicked Reports. This process optimizes your marketing data management by ensuring each lead is promptly and accurately recorded, reducing manual work and enhancing productivity.

  1. When this happens...
    SharpSpringSharpSpring
    New Lead

    When a lead has been created in sharpspring.

    TriggerScheduled
  2. automatically do this!
    Wicked ReportsWicked Reports
    Create Contact

    Create a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • SharpSpring triggers, actions, and search

    New Account

    A new Account is created in SharpSpring.

    Trigger
    Scheduled
    Try It
    • Account Owner

    • Account NameRequired

    • Industry

    • Phone

    • Number of Employees

    • Website

    • Address

    • City

    • State

    • Country

    Action
    Write
    • Campaign NameRequired

    • Campaign Type

    • Campaign Alias

    • Campaign Origin

    • Quantity

    • Price

    • Goal

    • Other Costs

    Action
    Write
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About SharpSpring

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

Related categories

  • Marketing Automation

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wicked-reports logo

About Wicked Reports

Wicked Reports is marketing automation that lets you send contacts, orders & visitors clicks from your CRM or Shopping cart into your Wicked Reports account.

Related categories

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