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SharpSpring + Customerly Integrations

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

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 Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

Customerly Integrations

Best ways to Integrate SharpSpring + Customerly

  • SharpSpring Google Sheets

    SharpSpring + Google Sheets

    Create new rows on Google Sheets for new SharpSpring leads Read More...
    Close
    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...
    Close
    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...
    Close
    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 {{item.actionAppName}}

    SharpSpring + {{item.actionAppName}}

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

It's easy to connect SharpSpring + Customerly 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 Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    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

  • 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.

How SharpSpring & Customerly Integrations Work

  1. Step 1: Choose SharpSpring 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 Customerly 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 SharpSpring to Customerly .

    (2 minutes)

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

Integration of SharpSpring and Customerly

Introduction.Marketing automation has been a great help for companies as it is a great way to cut cost and increase revenue. It helps marketer to manage the entire process from acquisition to conversion, to retention and customer loyalty. SharpSpring is a leading marketing automation software which is used by thousands of companies all over the world. Customerly is a customer experience software that helps business to predict, personalize and automate experiences with customers. It is a great combination of these two platforms that allows a business to create a seamless customer experience.

In the body, I will discuss how these two platforms can be integrated so as to provide a better customer experience.

  • Integration of SharpSpring and Customerly
  • Integration of SharpSpring and Customerly allows a company to understand customers better and provide them with a personalized customer experience. SharpSpring is a marketing automation platform that enables marketers to identify potential customers, send them relevant content and engage with them through email, SMS etc. This platform has a wide variety of features such as lead management, email marketing, social media marketing, landing pages etc. All this features are integrated into one platform that enables the user to use it easily. SharpSpring has an integration feature that helps integrate other platforms like Hubspot, Marketo etc. into one application. It also allows the user to import data from other applications like Google Analytics.

    Customerly is a customer experience platform. Its main focus is to help businesses create an engaging experience for their customers. It provides the user with different tops like messaging, chatbots, live video etc. along with customer management tops like CRM, project management etc. All the features of Customerly are integrated into one platform which makes it easier for the user to use it. All data can be imported into Customerly directly or through its APIs.

  • Benefits of Integration of SharpSpring and Customerly
  • There are many benefits of integration of these two platforms. Some of them are mentioned below:

    • Customerly has integration feature that allows the user to integrate other platforms like Hubspot , Marketo etc. directly into one application. This saves time for the user as he does not have to log in again and again to different applications to access different features. On the other hand, integration feature of SharpSpring also allows the user to connect other applications like Google Analytics directly into his platform. Therefore, it will be easier for the user to access both applications now as he does not have to go back and forth between different applications now. 2. Integration of SharpSpring and Customerly allows the user to import data from another application into each other. For example, if you are using both platforms then you can import your contact list from customerly directly into SharpSpring where you can use it further for marketing purposes. 3. Integration saves time for users as they do not have to log in again and again to different applications for accessing different features 4. Users can now access both platforms at once without having to log in again and again to different applications 5. With integration of both platforms, users can now create automated workflows The above are just some of the benefits of integration of SharpSpring and Customerly . It will be easier for users to manage their contacts , create automated workflows, track leads , monitor communications etc. now as they have access to all these features in one application now. However, there are still many other benefits of integration of these two platforms which I have not mentioned here due to space constraint.

    Conclusion.Integration of SharpSpring and Customerly provides greater benefit for users as they have access to all features in one single platform now. They can create automated workflows , track leads , manage contacts more efficiently now as they have access to all these features in one application. Furthermore, integration saves time for users as they do not have to log in again and again into different applications for accessing different features.

    The process to integrate SharpSpring and Customerly 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.