Cliengo + SharpSpring

Create new opportunities in SharpSpring for new Cliengo customers

Effortlessly manage your sales pipeline by connecting Cliengo and SharpSpring with this automation. Whenever a new customer is added in Cliengo, an opportunity will be created or updated in SharpSpring. This seamless workflow saves you time and ensures that you never miss a valuable lead, keeping your sales process organized and efficient.

When this happens...
Nuevo Cliente - New Customer
Se activa cuando un cliente es creado - Triggers when a new customer is created.
TriggerPolling
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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Supported triggers and actions

- Website
- Nombre del lead si es vacio / Lead name if empty
- Tiempo de espera de nuevos contactos (min) / Delay time for new contacts (min)
- Email con el teléfono si es Vacio / Email with phone if empty
Trigger
Polling
Try It
- Nombre / First NameRequired
- Apellido / Last Name
- Correo Electronico / EmailRequired
- Teléfono / Phone
- Teléfono Internacionl / International Phone
- Whatsapp
- Identificación Nacional / National Indentity
- Edad / Age
- Estado / Status
- Mensaje / Message
- Nacionalidad / Nationality
- WebsiteRequired
- Nombre de Empresa / Company Name
- URL de Referencia / Referal URL
- Referido / Referer
- Landing URL
- UTM Source
- UTM Medium
- UTM Campaign
- UTM Content
- UTM Term
- UTM Adgroup
- Google Click Identifier
- Dirección IP / IP Direction
- Campos Personalizados / Custom Params
Action
Write
- FieldRequired
Action
Search
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
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New Opportunity
A new Opportunity is created in SharpSpring.
Trigger
Polling
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- Account Owner
- Account NameRequired
- Industry
- Phone
- Number of Employees
- Website
- Address
- City
- State
- Country
Action
Write

- Email AddressRequired
- 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

- Website
- Nombre del lead si es vacio / Lead name if empty
- Tiempo de espera de nuevos contactos (min) / Delay time for new contacts (min)
- Email con el teléfono si es Vacio / Email with phone if empty
Trigger
Polling
Try It
- ID Required
- Nombre / Name
- Correo Electronico / Email
- Teléfono / Phone
- Calificación / Rating
- Estado / Status
Action
Write
- FieldRequired
Action
Search
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
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- Campaign NameRequired
- Campaign Type
- Campaign Alias
- Campaign Origin
- Quantity
- Price
- Goal
- Other Costs
Action
Write
- Opportunity NameRequired
- Associate a Primary LeadRequired
- Associate With an AccountRequired
- Opportunity StatusRequired
- Opportunity OwnerRequired
- Deal StageRequired
- Close DateRequired
- Opportunity AmountRequired
Action
Write