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SharpSpring + PDFMonkey Integrations

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

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.

About PDFMonkey

PDFMonkey is an app that automates PDF generation, provides a dashboard to manage templates, and provides a simple API to generate documents.

PDFMonkey Integrations

Best SharpSpring and PDFMonkey Integrations

  • SharpSpring Google Sheets

    SharpSpring + Google Sheets

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

    SharpSpring + Todoist

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

    SharpSpring + Google Tasks

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

    PDFMonkey + Dropbox

    Upload and Save new PDFMonkey files to Dropbox Read More...
    When this happens...
    SharpSpring Document Generated
     
    Then do this...
    Dropbox Upload File
    Generating documents is an absolute necessity for individuals and businesses alike. Whether it is invoices, contracts, or reports, you need to convert them into the document. PDFMonkey is one of the best platforms that turns your raw data into personalized and stylish PDFs. However, this tool doesn’t provide links that you can share around. Now you can automatically upload your PDFMonkey files. Set up this integration, and whenever a new file is generated on PDFMonkey, Appy Pie Connect will automatically upload that to Dropbox, making your document sharing process easier like never before.
    How This PDFMonkey- Dropbox Integration Works
    • A new PDF file is generated on PDFMonkey
    • Appy Pie Connect automatically upload that file to Dropbox.
    What You Need
    • A PDFMonkey account
    • A Dropbox account
  • SharpSpring Google Drive

    PDFMonkey + Google Drive

    Save new PDF files created in PDFMonkey directly to Google Drive Read More...
    When this happens...
    SharpSpring Document Generated
     
    Then do this...
    Google Drive Upload File
    PDF is one of the best ways for transmitting extensive information from one system to another. Managing PDF creation is always complicated, PDFMonkey helps you to generate beautiful PDF files in just a few seconds. This integration makes it easy to store PDF files created using PDFMonkey directly in Google Drive. After setting this integration up, every new PDF file created on PDFMonkey, Appy Pie connect will save that file directly to Google Drive.
    How This PDFMonkey- Google Drive Integration Works
    • A new PDF file is created on PDFMonkey
    • Appy Pie Connect automatically uploads that file to Google Drive
    What You Need
    • A PDFMonkey account
    • A Google Drive account
  • SharpSpring Google Drive

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

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

    Triggers
  • 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.

  • Document Generated

    Triggers when a document's generation is complete and successful.

    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

  • Find Document

    Find a document in PDFMonkey.

  • Generate Document

    Generate a new document

How SharpSpring & PDFMonkey Integrations Work

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

    (30 seconds)

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

    (10 seconds)

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

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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

Integration of SharpSpring and PDFMonkey

SharpSpring?

SharpSpring is a marketing automation top that helps organizations grow their business by creating and managing landing pages, email marketing and lead generation. It is a cloud-based top and built on the booming SaaS (Software as a Service. model.

PDFMonkey?

PDFMonkey is a cloud-based top for converting text to editable PDFs. It helps users to convert Microsoft Word documents into PDF format. It is easy to use and highly scalable.

Integration of SharpSpring and PDFMonkey

Integration of SharpSpring and PDFMonkey will help users to convert MS Word documents into PDF format. This integration can be achieved with the help of SharpSpring’s ‘Create PDF’ feature and PDFMonkey’s conversion engine. This feature of SharpSpring helps users to create a new landing page and add the converted document to the page. Users can also upload their already created PDFs and integrate them to their existing landing pages.

To integrate both the tops, fplow these steps:

Login to SharpSpring. Go to ‘Convert’ under ‘Marketing Automation’ menu. Now click on ‘Create PDF’ button present in the ‘Conversion Options’ section. An ‘Edit Conversion Engines’ box will appear. Add PDFMonkey as your conversion engine by clicking on ‘Add Conversion Engine’ button present in it. Now click on ‘Save & Close’ button present at the bottom of that box. You will now be redirected to ‘Create Landing Page’ page. Here you can create a new landing page or convert an existing landing page. If you are converting an existing landing page, select the file from ‘Upload File’ option or if you are creating a new landing page, click on ‘Create Landing Page’ option present at the top right corner of that page. After completing all these steps, you have successfully integrated both the tops. Enjoy!

Benefits of Integration of SharpSpring and PDFMonkey

The integration of SharpSpring and PDFMonkey allows users to convert MS Word documents into PDF format. They can then integrate that converted document with any of their previously created landing pages. This feature thus provides many benefits to users such as:

Users can now offer both articles and instructions about products they sell on their websites. These instructions can be converted into PDF format using PDFMonkey and can be integrated with their landing pages using SharpSpring. Thus, this feature makes it easier for users to provide instructions about their products on their websites without having to create separate pages for each product they sell. So, even if users sell several products, they can still create only one landing page for all those products. Thus, this feature helps users to save time and money. Also, users can now convert MS Word documents into PDF format using PDFMonkey and integrate those converted documents with any of their existing landing pages using SharpSpring. Thus, they can now provide instructions about their products, ppicies etc using MS Word document rather than having to create separate pages for each product they sell. So, even if users sell several products, they can still create only one landing page for all those products. Thus, this feature helps users to save time and money. Also, this feature gives users more flexibility as they can now provide instructions about their products on their websites without having to create separate pages for every product they sell. Users can now convert their existing landing pages into PDF format using SharpSpring and then upload those converted pages onto PDFMonkey’s online storage space so that they can link these files in future campaigns easily without having to recreate them again in future campaigns. So, even if users sell several products, they can still create only one landing page for all those products. Thus, this feature helps users to save time and money. Since the integration of both the tops is done automatically through APIs, users do not have to do anything extra when they want to integrate both the tops in future campaigns. Thus, this feature saves time for users when it comes to integrating both the tops in future campaigns since they do not have to repeat the same steps they fplowed for this integration process in future campaigns. Also, this feature allows users to use SharpSpring’s “Create Landing Page” feature along with PDFMonkey’s conversion engine to convert MS Word documents into PDF format. So, even if users sell several products, they can still create only one landing page for all those products. Thus, this feature helps users to save time and money. The integration of both the tops also allows users to store MS Word documents in PDFMonkey’s online storage space so that they can link these files in future campaigns easily without having to recreate them again in future campaigns. So, even if users sell several products, they can still create only one landing page for all those products. Thus, this feature helps users to save time and money. Since the integration of both the tops is done automatically through APIs, users do not have to do anything extra when they want to integrate both the tops in future campaigns. Thus, this feature saves time for users when it comes to integrating both the tops in future campaigns since they do not have to repeat the same steps they fplowed for this integration process in future campaigns. Also, this feature allows users to use SharpSpring’s “Create Landing Page” feature along with PDFMonkey’s conversion engine to convert MS Word documents into PDF format. So, even if users sell several products, they can still create only one landing page for all those products. Thus, this feature helps users to save time and money…

The process to integrate SharpSpring and PDFMonkey 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.