Integrate Salesforce with SharpSpring

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
20 Million man hours saved

Award Winning App Integration Platform

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.

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 Salesforce and SharpSpring Integrations

  • Salesforce Integration SharpSpring Integration

    Salesforce + SharpSpring

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

    Salesforce + SharpSpring

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

    Salesforce + SharpSpring

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

    Salesforce + SharpSpring

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

    Salesforce + SharpSpring

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

    Salesforce + {{item.actionAppName}}

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

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

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment 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.

  • 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 Attachment

    Create a new attachment (max 25 mb)

  • 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.

  • 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

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

featuredon
Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Salesforce & SharpSpring Integrations Work

  1. Step 1: Choose Salesforce 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 Salesforce to SharpSpring.

    (2 minutes)

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

Integration of Salesforce and SharpSpring

  • Salesforce is one of the leading customer relationship management tops used in the industry today. It has revputionized how businesses and organizations operate. Salesforce was designed to serve as a platform for customer relationship management. It helps companies handle customer information and support customer relationship management (CRM.
  • SharpSpring is an online marketing automation software that helps small businesses run their online campaigns. It helps firms automate their marketing efforts and provide them with a better way of managing their lead generation and prospect engagement campaigns. The two were designed to work together. Salesforce provides CRM services and an integrated system for managing leads, prospects and customers. SharpSpring, on the other hand, provides a platform for lead generation, lead nurturing and lead qualification campaigns.
  • Integration of Salesforce and SharpSpring

    Salesforce and SharpSpring work together in many different ways. They can work together to ensure that your marketing and sales efforts are being tracked properly. The integration of these two systems allows you to be more efficient and effective in your marketing efforts. You can track your leads better through automation, manage them more easily and convert them into customers. This helps to improve your prospecting and conversion rates.

    By integrating Salesforce and SharpSpring, you can use data from both systems to learn about your customers and prospects better. You can also use this data to make better decisions regarding your sales and marketing strategies. You can use this data to develop better profiles of your customers and prospects. This will help you target the people who are most likely to convert into customers. It will also help you develop better strategies for converting customers into leads and prospects into customers.

    Benefits of Integration of Salesforce and SharpSpring

    The benefit of combining data from both systems is that you have complete visibility over your sales process, whether it is lead generation or conversions. You can also see which leads are converting into customers and how many leads are not converting into customers. You can also see if any sales opportunities are slipping through the cracks. By using the data from both systems, you can gain a better understanding of your sales process. This will allow you to make better decisions about your sales strategy in the future. You can also make changes where needed to improve your efficiency and effectiveness.

    Salesforce and SharpSpring are two great tops for improving your marketing efforts and increasing your sales figures. By combining data from both systems, you can get a better understanding of what works well for your business and what does not work so well for your business. This will help you make more informed decisions in the future that will help you improve your business and increase your profits.

    The process to integrate Salesforce 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.