Leadinfo + SharpSpring

Manage new Leadinfo bots by creating or updating leads in SharpSpring

This straightforward workflow streamlines your lead management process. When a new lead is detected in Leadinfo, it promptly updates or creates the lead in SharpSpring. This efficient workflow ensures all your potential customer data stays updated and organized across both platforms, freeing up your time to focus on turning those leads into conversions.

When this happens...
Lead Bot
Triggers when a Lead Bot is successfully submitted.
TriggerInstant
automatically do this!
Create/Update Lead
Create a Lead in SharpSpring or update by email address.
ActionWrite

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Supported triggers and actions

- LeadbotRequired
- ComponentRequired
Trigger
Instant
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Share
Triggers when a company is manually shared in the Inbox
Trigger
Instant
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New Account
A new Account is created in SharpSpring.
Trigger
Polling
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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

Lead Gen Form
Triggers when a Lead Gen Form is succesfully submitted.
Trigger
Instant
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Trigger
Triggers when a configured trigger inside Leadinfo is matched
Trigger
Instant
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New Email Open Event
When a lead opens an email in SharpSpring.
Trigger
Polling
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New Lead
When a lead has been created in sharpspring.
Trigger
Polling
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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

About Leadinfo

Identify B2B website visitors, simple and realtime. Free 14-day trial and no credit card required. Inbox with no complicated statistics, view your visitors as you view your e-mail.

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