New for SharpSpring: Use Zaps to Link Leads to Opportunities

Kim Kadiyala
Kim Kadiyala / August 21, 2017

Laser-focused messaging can help convert more leads to sales. With the latest update to the SharpSpring-Zapier integration, you can create Zaps that connect new leads to existing opportunities in your pipeline via an email address. Plus, if a lead doesn't already exist, Zapier will create one automatically. That way, your follow-up can be perfectly aligned—whether the lead is a repeat buyer or a brand new customer.

What's New with the SharpSpring + Zapier Integration

Updated Action

  • Create/Update Opportunity: Now you can associate a lead to an opportunity via an email address field. If a lead with that email doesn't already exist, a new one will be created.

How to Automate SharpSpring with Zapier

  1. Make sure you have a Zapier account and a SharpSpring account

  2. Try some pre-made SharpSpring integrations and learn more about how SharpSpring works with Zapier

  3. Check out our SharpSpring help documentation for details on connecting your account and setting up your first Zap

  4. Or login to build a custom workflow with SharpSpring and Zapier