SharpSpring + Wrike

SharpSpring + Wrike integrations

Create or update SharpSpring opportunities when new tasks are added in Wrike

Stay organized and proactive with this efficient workflow. When a new task is created in Wrike, it prompts the creation or updating of an opportunity in SharpSpring. This avoids duplication of effort and ensures your sales pipeline in SharpSpring always reflects the latest updates from your Wrike assignments, enhancing efficiency and productivity in managing tasks and potential sales opportunities.

When this happens...
New TaskTriggered when a new task is created.
TriggerPolling
automatically do this!
Create/Update OpportunityCreate 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".
ActionWrite

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More things you can do with Wrike and SharpSpring

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

- Folder
  Required
Trigger
Polling
Try It
- Folder
  Required
- Task by Selection
- Task by Name
- Comment Text
  Required
Action
Write
- Parent Folder
  Required
- Title
  Required
- Description
- Start Date
- End Date
- Contract Type
- Share With
- Project Owners
- Status
- Budget
- With Invitations?
- Metadata
Action
Write
- Folder
  Required
- Task by Selection
- Task by Name
- Hours
  Required
- Date
- Comment
Action
Write
New Account
A new Account is created in SharpSpring.
Trigger
Polling
Try It

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

- 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

- Folder
  Required
- Track Subfolders
  Required
Trigger
Polling
Try It
- Parent Folder
  Required
- Title
  Required
- Description
- Description Format
Action
Write
Create Task
Create a new task.
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
New Email Open Event
When a lead opens an email in SharpSpring.
Trigger
Polling
Try It
New Lead
When a lead has been created in sharpspring.
Trigger
Polling
Try It
New Page Visit Event
When a lead visits a new page in SharpSpring.
Trigger
Polling
Try It
- 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

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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About Wrike

Wrike is a flexible project management and collaboration platform that enables you to organize your projects, tasks, plans and discussions. It helps you sync your team’s efforts and track your work progress in real time.

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Project Management

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