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Select a trigger from SharpSpring

A trigger is an event that starts your Zap and runs the workflow. For example, with SharpSpring, a trigger could be "New Account."

A trigger is the event that kicks off your automated workflow.

Setup an action from Zoho Connect

An action is what takes place after the automation is triggered. For example, with Zoho Connect, the action could be "Create Task in Board."

An action is the event that your automated workflow performs when triggered.

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your SharpSpring to Zoho Connect integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect SharpSpring and Zoho Connect to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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
- Account Owner
- Title
- Street
- City
- Country
- State
- Zip Code
- Website
- Phone Number
- Mobile Phone
- Description
- Industry
- Is Unsubscribed
- Tracking ID
Action
Write

- Network
  Required
- Group
Trigger
Instant
Try It
- Network
  Required
- Group
Trigger
Instant
Try It

- Network
  Required
Trigger
Instant
Try It
- Network
  Required
- Group
- Section
- Task Title
  Required
- Description
- Assignees
- Start Date
- Due Date
- Priority
- Display Image
- Display Name
Action
Write
- Network
  Required
- Group
- Content
  Required
- Link Url
- Link Title
- Link Description
- Display Image
- Display Name
Action
Write
- Network
  Required
- Email Address
  Required
- Member Type
- Groups
Action
Write
- Network
  Required
- Task Title
  Required
- Description
- Assignees
- Start Date
- Due Date
- Priority
- Display Image
- Display Name
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
- Email Address
  Required
- Account Name
  Required
- Opportunity Status
  Required
- Account Owner
- Deal Stage
- Close Date
- Opportunity Amount
  Required
Action
Write
- Network
  Required
- Group
Trigger
Instant
Try It
- Network
  Required
- Group
Trigger
Instant
Try It
- Network
  Required
- Group
Trigger
Instant
Try It
- Network
  Required
- Group
- Event Title
  Required
- Start Date
- Is All Day Event
- End Date & Time
- Location
- Description
- Display Image
- Display Name
Action
Write
- Network
  Required
- Group
- Email Address
  Required
Action
Write
- Network
  Required
- Event Title
  Required
- Is All Day Event
- Start Date
- End Date & Time
- Invite Group
- Invite Users
- Location
- Description
- Display Image
- Display Name
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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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Related categories

Marketing Automation

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Zoho Connect

From ideas to execution, Zoho Connect is your organization's private social network that redefines the way your employees and teams share information and collaborate with each other.

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