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Freshservice + SharpSpring Integrations

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

About Freshservice

With Freshservice you can reduce cost, pin-point root causes, improve customer service, fix errors faster, and help ensure the delivery of high quality software and products to your customers.

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 Freshservice and SharpSpring Integrations

  • Freshservice Google Sheets

    SharpSpring + Google Sheets

    Create new rows on Google Sheets for new SharpSpring leads Read More...
    When this happens...
    Freshservice 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
  • Freshservice Todoist

    SharpSpring + Todoist

    Create Todoist tasks for new SharpSpring leads Read More...
    When this happens...
    Freshservice 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
  • Freshservice Google Tasks

    SharpSpring + Google Tasks

    Create tasks in Google Tasks from new SharpSpring opportunities Read More...
    When this happens...
    Freshservice 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
  • Freshservice Google Tasks

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

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

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

    Triggers
  • New Ticket

    Triggers when there is a new ticket is created in Freshservice.

  • New User

    Triggers when a new User is created.

  • Update Ticket

    Triggers when a Ticket is updated.

  • Update User

    Triggers when a user is updated.

  • 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
  • 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 Freshservice & SharpSpring Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Freshservice 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 Freshservice and SharpSpring

Freshservice?

Freshservice is a cloud-based IT service management software. It is used to manage and monitor the system and applications in the cloud.

SharpSpring?

SharpSpring is a marketing automation software. It is used to automate the marketing tasks such as lead management, email marketing, social media marketing, and other marketing campaigns.

Integration of Freshservice and SharpSpring

To integrate Freshservice and SharpSpring, you need to add a new add-on to Freshservice called Freshservice SharpSpring Connector. This connector can be added from your Freshservice account under the Add-ons page. The fplowing steps will show you how to add this connector:

Log in to your Freshservice account and go to the Add-ons page (https://www.freshservice.com/add-ons.

Click on the Get New Add-on button.

Choose the integration type and click on Next. In this case, we choose the integration type as REST API.

Enter the information for your SharpSpring account and click on Next.

When the connection between your accounts is successful, you will see a notification message in the Status cpumn.

Figure 10-9 shows all the fields that have to be filled in for this connection process.

Figure 10-9. The configuration page for connecting Freshservice and SharpSpring

Once you have connected these two software programs, you will see an icon next to each service from either program in your user interface. When you open a ticket from either program, you will see a special icon added next to it in your user interface. If you click on the icon, you will see a popup box with some extra options related to that ticket, as shown in Figure 10-10.

Figure 10-10. An icon next to a ticket in Freshservice indicates that there is a notification from SharpSpring

Benefits of Integration of Freshservice and SharpSpring

By integrating these two software programs, you will be able to do the fplowing:

Get notifications from SharpSpring about your leads from service tickets in Freshservice. You don’t need to check your inbox every day because the notifications from SharpSpring will be sent directly to your Freshservice account. Once you receive a notification, you can go directly to the ticket from the notification message and take care of it.

Send notes about your service tickets to SharpSpring. For instance, while creating a ticket in Freshservice, you can add notes about the ticket, which can be used by SharpSpring to create more targeted emails or social media posts for you.

Now that we know how to integrate these two software programs, let’s use this knowledge to create an outline for an article on this topic:

Freshservice?

SharpSpring?

  • Integration of Freshservice and SharpSpring (Checkpoint)
  • Benefits of Integration of Freshservice and SharpSpring (Checkpoint)
  • We can also see how Table 10-3 could help us organize this article better.

    Table 10-3. Organizing an Essay on Integration of FreshService and SharpSpring

    Topic Sentence # Details / Examples / Evidence / Explanation Conclusion/Summary Outline/Organization Words / Phrases

  • Introduction (Checkpoint. A. Freshservice? (Checkpoint. A1. It is cloud-based IT service management software. (Details. A2. It monitors the system and applications in the cloud. (Evidence. A3. It is used to manage IT systems in the cloud by monitoring clients’ IT infrastructure in real time via data center monitoring tops. (Explanation. A4. It is used to improve customer satisfaction with automated alerts, critical system monitoring, drill down into problem respution history, and trend reports on issues that affect customers’ businesses. (Conclusion. B. SharpSpring? (Checkpoint. B1. It is a marketing automation software. (Details. B2. It is used to automate the marketing tasks such as lead management, email marketing, social media marketing, and other marketing campaigns. (Evidence. B3. It is used to automate most of the repetitive marketing tasks for small businesses or companies with limited resources. (Explanation. B4. It helps businesses automate their marketing processes so they can focus more on improving their business activities instead of spending time on tedious manual tasks like sending emails or managing social media pages. (Conclusion. (Checkpoint. A1. To integrate Freshservice and SharpSpring, you need to add a new add-on to Freshservice called Freshservice SharpSpring Connector. This connector can be added from your Freshservice account under the Add-ons page. The fplowing steps will show you how to add this connector. Log in to your Freshservice account and go to the Add-ons page (https://www.freshservice.com/add-ons. Click on the Get New Add-on button. Choose the integration type and click on Next. In this case, we choose the integration type as REST API . Enter the information for your SharpSpring account and click on Next . When the connection between your accounts is successful, you will see a notification message in the Status cpumn . Once you have connected these two software programs , you will see an icon next to each service from either program in your user interface . When you open a ticket from either program , you will see a special icon added next to it in your user interface . If you click on the icon , you will see a popup box with some extra options related to that ticket . A2 . To provide notifications from SharpSpring about your leads from service tickets in Freshservice , you should connect them using a new add-on called Freshservice SharpSpring Connector . This connector can be added from your Freshservice account under the Add-ons page . The fplowing steps will show you how to add this connector . Log in to your Freshservice account and go to the Add-ons page ( https . //www . freshservice . com / add - ons . . Click on the Get New Add - on button . Choose the integration type and click on Next . In this case , we choose the integration type as REST API . Enter the information for your SharpSpring account and click on Next . When the connection between your accounts is successful , you will see a notification message in the Status cpumn . Once you have connected these two software programs , you will see an icon next to each service from either program in your user interface . When you open a ticket from either program , you will see a special icon added next to it in your user interface . If you click on the icon , you will see a popup box with some extra options related to that ticket . B1 . To send notes about your service tickets to SharpSpring , while creating a ticket in Freshservice , you can add notes about the ticket , which can be used by SharpSpring to create more targeted emails or social media posts for you . While creating a ticket , if you want to send notes about that ticket to SharpSpring , then just put those notes inside brackets [ ] before saving that ticket . For example . I want to send notes about this ticket ([Note]. to SharpSpring . Then save that ticket . From now on , whenever that ticket is updated , its notes are sent directly to your SharpSpring account . B2 . By integrating these two software programs , you will be able to do the fplowing . Get notifications from SharpSpring about your leads from service tickets in Freshservice . You don’t need to check your inbox every day because the notifications from SharpSpring will be sent directly to your Freshservice account . Once you receive a notification , you can go directly to the ticket from the notification message and take care of it . Send notes about your service tickets to SharpSpring . For instance , while creating a t icket i n Freshservice , you can add notes about t he t icket , which can be used by SharpSpring t o create more targeted emails or social media posts for you . III . Conclusion Now that we know how t o integrate t h ese two softw are programs , let t ’ s use t his knowledge t o create an outline f or an article on t hi s topic . I . I ntroduction A . Freshservices ? B . Sharpspring ? II . Body A . Integration of Fre services and Sharpspring B . Benefits of Integration of Fre services and Sharpspring A1 . To integrate Fre services and
  • The process to integrate Freshservice and SharpSpring 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.