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  2. Customerly
  3. Integrations
  4. SharpSpring

Customerly + SharpSpring Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
Customerly Integrations
About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

About SharpSpring

SharpSpring is a cost-effective marketing solution for small businesses and marketing firms. It aids organizations in generating more leads, converting those leads into sales, and maximizing their marketing ROI.

SharpSpring Integrations

Best ways to Integrate Customerly + SharpSpring

  • Customerly SharpSpring

    Customerly + SharpSpring

    Create Campaign to SharpSpring from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly New Lead
     
    Then do this...
    SharpSpring Create Campaign
  • Customerly SharpSpring

    Customerly + SharpSpring

    Create Lead to SharpSpring from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly New Lead
     
    Then do this...
    SharpSpring Create Lead
  • Customerly SharpSpring

    Customerly + SharpSpring

    Create Account to SharpSpring from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly New Lead
     
    Then do this...
    SharpSpring Create Account
  • Customerly SharpSpring

    Customerly + SharpSpring

    Create Opportunity to SharpSpring from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly New Lead
     
    Then do this...
    SharpSpring Create Opportunity
  • Customerly SharpSpring

    Customerly + SharpSpring

    Update Opportunity in SharpSpring when New Lead is created in Customerly Read More...
    Close
    When this happens...
    Customerly New Lead
     
    Then do this...
    SharpSpring Update Opportunity
  • Customerly {{item.actionAppName}}

    Customerly + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{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

Show All

How Customerly & SharpSpring Integrations Work

  1. Step 1: Choose Customerly as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick SharpSpring as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Customerly to SharpSpring.

    (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.

Suggested Integrations