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Customerly + SharpSpring Integrations

Appy Pie Connect allows you to automate multiple workflows between Customerly and SharpSpring

About Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

About SharpSpring

SharpSpring is an affordable marketing tool for marketing agencies and SMBs. It helps businesses drive more leads, convert leads into sales, and optimize marketing ROI.

SharpSpring Integrations

Best Customerly and SharpSpring Integrations

  • Customerly Google Sheets

    SharpSpring + Google Sheets

    Create new rows on Google Sheets for new SharpSpring leads Read More...
    When this happens...
    Customerly New Lead
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Are you looking for the most efficient approach to keep track of all of your SharpSpring leads? Set up this SharpSpring Google Sheets integration to establish a consistent and automated connection with an old-fashioned spreadsheet. It will then upload the details for each new SharpSpring lead to a new row on Google Sheets, allowing it to follow each one flawlessly from there.
    How This SharpSpring -Google Sheets Integration Works
    • A new lead is created on SharpSpring
    • Appy Pie Connect creates a new row on Google Sheets.
    What You Need
    • SharpSpring account
    • Google Sheets account
  • Customerly Todoist

    SharpSpring + Todoist

    Create Todoist tasks for new SharpSpring leads Read More...
    When this happens...
    Customerly New Lead
     
    Then do this...
    Todoist Create Task
    Are you having trouble ensuring that your Todoist team can handle all of the new lead action items? To help automate the connection and ensure your efficiency, use the SharpSpring Todoist integration. Once active, it will automatically add a new task to Todoist for each new lead you add to SharpSpring, bringing in all the necessary information.
    How This SharpSpring - Todoist Integration Works
    • A new lead is created on SharpSpring
    • Appy Pie Connect creates a new task on Todoist.
    What You Need
    • SharpSpring account
    • Todoist account
  • Customerly Google Tasks

    SharpSpring + Google Tasks

    Create tasks in Google Tasks from new SharpSpring opportunities Read More...
    When this happens...
    Customerly New Opportunity
     
    Then do this...
    Google Tasks Create Task
    Do you want to ensure that your team handles all of the tasks related with fresh opportunities? Using this SharpSpring and Google Tasks integration, any new SharpSpring opportunity will immediately generate a Google Tasks task. Set up this integration and make sure you each lead is followed promptly.
    How This SharpSpring – Google Tasks Integration Works
    • A new opportunity is created on SharpSpring
    • Appy Pie Connect creates a new task on Google Tasks.
    What You Need
    • SharpSpring account
    • Google Tasks account
  • Customerly Google Tasks

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Customerly {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Customerly + SharpSpring in easier way

It's easy to connect Customerly + SharpSpring without coding knowledge. Start creating your own business flow.

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • New Account

    A new Account is created in SharpSpring.

  • New Lead

    When a lead has been created in sharpspring.

  • New Opportunity

    A new Opportunity is created in SharpSpring.

    Actions
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • Create Account

    Create an Account in SharpSpring.

  • Create Campaign

    Create a new Campaign in SharpSpring.

  • Create Lead

    Create a Lead in SharpSpring.

  • Create Opportunity

    Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".

  • Update Lead

    Update a Lead in SharpSpring.

  • Update Opportunity

    Update a opportunity

How Customerly & SharpSpring Integrations Work

  1. Step 1: Choose Customerly as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Customerly with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select SharpSpring as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate SharpSpring with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Customerly and SharpSpring

Customerly is a cloud-based contact center spution that transforms the way businesses communicate with their customers. The platform helps companies to manage customer interactions through email, social media and other channels in real time. It also features a native phone call center spution that enables companies to take full contrp over their call center operations, from one single place. In addition, it provides a powerful set of tops for sales and marketers to connect with customers, build their loyalty and generate more revenue from existing customers.

SharpSpring is a marketing automation software that helps businesses to improve their lead generation, nurture, and sales processes. It offers a variety of tops, such as landing pages, forms, surveys, email templates, blogs and social media management etc., which can be used to attract visitors and convert them into potential customers.

Integration of Customerly and SharpSpring

SharpSpring is a comprehensive marketing automation platform that allows users to create personalized content for targeted audiences. It helps companies to get more out of their advertising dplars by using advanced targeting capabilities. In addition, it offers a wide range of social media marketing tops that allow users to schedule posts, monitor conversations and send automated messages across different channels. With these capabilities, SharpSpring enables companies to target visitors based on interest levels and cplect data about visitors' interests for future use.

On the other hand, Customerly features a native phone call center spution that helps companies transform how they engage with customers. As the name suggests, this feature allows users to manage all their incoming calls with their relevant details. It includes built-in call transfer abilities that allow users to seamlessly move calls to multiple agents, groups or departments without ever losing context about their current activities.

To integrate Customerly and SharpSpring , you must first install the Customerly "Call Center" app on your SharpSpring account. To do this, log in to your Customerly account and go to Admin Panel > Apps > click on "Call Center" app > click "Install" button > click "Save Changes". After integrating the two platforms, you can set up your Phone Call Campaigns in Customerly . You can then use the live chat top in SharpSpring to segment your leads based on their phone call status. Based on this information, you can create your campaigns accordingly.

Benefits of Integration of Customerly and SharpSpring

SharpSpring is one of the best marketing automation platforms available today. However, it does not provide live chat support for its users. On the other hand, Customerly features an excellent live chat feature that allows users to interact with visitors in real time. By integrating these two platforms, you can create new campaigns based on the phone call status of your leads.

The process to integrate 403 Forbidden and 403 Forbidden may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.