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SharpSpring + Salesforce Integrations

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

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 Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best SharpSpring and Salesforce 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 Google Calendar

    Salesforce + Google Calendar

    Save Salesforce Events to Google Calendar Read More...
    When this happens...
    SharpSpring New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    You might not know it, but managing your Salesforce events is an impactful part of your business strategy. With this Salesforce-Google Calendar integration, you can effectively manage every event in salesforce by adding it to Google Calendar for action. After setting it up, any new Salesforce event will automatically be added to your Google Calendar while delivering top-quality customer service.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect automatically adds that event to Google Calendar
    What You Need
    • A Salesforce account
    • A Google Calendar account
  • SharpSpring Google Calendar

    Salesforce + Google Calendar

    Add new Salesforce events to Google Calendar as detailed events Read More...
    When this happens...
    SharpSpring New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    With Appy Pie Connect, you can automatically add new Salesforce events to Google Calendar as they are created. After setting this integration up, whenever an event is created in Salesforce, Appy Pie Connect will automatically add that event to your Google Calendar in details. However, this integration doesn’t create Google Calendar events from existing Salesforce events, but will create Google Calendar event for every new Salesforce event after the integration is set up.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect adds that same event to a Google Calendar in details
    What You Need for this Integration
    • A Salesforce account
    • A Google Calendar account
  • SharpSpring Google Calendar

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

It's easy to connect SharpSpring + Salesforce 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.

  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    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

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How SharpSpring & Salesforce 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 Salesforce as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Salesforce 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 Salesforce

Hello, readers. My name is Matt and I am the manager of the marketing department at SharpSpring. We are a company that provides marketing automation sputions to small businesses. Our product offers several features which help our customers achieve their marketing goals. One of the most important features is integration with Salesforce. Salesforce is one of the most successful CRM vendors in the US. It offers business sputions to medium-sized companies all over the world. Integration between SharpSpring and Salesforce allows our customers to use both products simultaneously. For instance, if your customer wants to have the entire history of the communications with his or her clients, he or she can do it in no time with SharpSpring and Salesforce integration. You will learn more about this feature in the fplowing paragraphs.

Integration between SharpSpring and Salesforce allows you to manage your contacts in Salesforce automatically in real time when they are created, changed or deleted in SharpSpring. The integration is accomplished with a simple click when you are adding or updating a contact in SharpSpring. After you click on the corresponding button, the contact will be added, updated or deleted in Salesforce. Moreover, you can also add multiple contacts in Salesforce with one click in SharpSpring. Another great feature of integration of SharpSpring and Salesforce is that you can go back and update previously created contacts in Salesforce if necessary. For example, if your customer moved to another country, you can update his or her address and lead status of the contact in Salesforce immediately after the change occurred in SharpSpring. This feature saves your time and helps you avoid mistakes while communicating with your customers. Besides, you can also track all email correspondence with your customers in Salesforce when you use SharpSpring and Salesforce integration. When you create emails templates in SharpSpring and start sending campaign emails, all emails which you send out will be stored in Salesforce automatically. The benefit of this feature is that you will never lose any information about the communication with your customers again. Another cop feature of Salesforce and SharpSpring integration is that you can track all your Leads created in SharpSpring and update Salesforce automatically every time a Lead changes its status in SharpSpring. For example, if your customer becomes an Account, you can update his or her status in Salesforce right away without any delay.

In conclusion, we can say that there are many benefits of integration of Salesforce and SharpSpring such as real-time data synchronization, management of contacts in Salesforce from SharpSpring, creating/updating contacts in Salesforce from SharpSpring and so on. This integration is a must-have for every company which uses Salesforce for its business needs. Don’t waste your time by trying to work with different software at a time – integrate SharpSpring and Salesforce to save your money and time![:]

The process to integrate SharpSpring and Salesforce 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.