Integrate SharpSpring with Salesforce

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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.

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.

Want to explore SharpSpring + Salesforce quick connects for faster integration? Here’s our list of the best SharpSpring + Salesforce quick connects.

Explore quick connects

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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 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.

  • 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 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 Record

    Updates a existing record.

How SharpSpring & Salesforce 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 Salesforce 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 Salesforce.

    (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.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 29,2023 02:06 pm