Medallia Agile Research + SharpSpring

Create or update SharpSpring leads when new Medallia Agile Research respondents are added

Stay on top of your leads with this powerful workflow between Medallia Agile Research and SharpSpring. Whenever there's a new partial respondent in Medallia Agile Research, this automation will create or update a lead in SharpSpring, ensuring you never miss out on potential opportunities. Keep your sales team informed and your lead database up-to-date with this seamless and efficient process.

When this happens...
New Partial Respondent
Triggers when a respondent has submitted a page, occurs for each page a respondent completes.
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

API Throttling Limit Reached
Triggers when the throttling limit for your API requests has been reached.
Trigger
Instant
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- Survey
Trigger
Instant
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- SurveyRequired
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

- Survey
Trigger
Instant
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- SurveyRequired
Trigger
Instant
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- ContactGroup
- EmailRequired
- DateToBeMailed
- Survey
- Firstname
- Lastname
- LangCode
- CustomField1
- CustomField2
- CustomField3
- CustomField4
- CustomField5
- CustomField6
- CustomField7
- CustomField8
- CustomField9
- CustomField10
Action
Write
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 Medallia Agile Research

Medallia Agile Research is an enterprise web-based survey tool. What makes CheckMarket different is its focus on enterprise users and their special needs.