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.
Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.
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A new Account is created in SharpSpring.
When a lead has been created in sharpspring.
A new Opportunity is created in SharpSpring.
Triggers when a new contact is added.
Triggers instantaneously when any entry is created in the specified module.
Triggers when a new contact is added or modified in Zoho.
Create an Account in SharpSpring.
Create a new Campaign in SharpSpring.
Create a Lead in SharpSpring.
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 a Lead in SharpSpring.
Update a opportunity
Add attachment to the selected Module entry.
Creates a new entry in a module
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
SharpSpring is a marketing automation platform that helps your business succeed, by streamlining your sales and marketing efforts. It features three main modules. Website, Email, and Landing Page. With this, you can easily create your own landing pages, form templates and email templates. You can manage your contacts, send emails and track your leads right from the platform.
Zoho CRM is an online customer relationship management top that is designed to help small and medium-sized businesses manage their sales, marketing, support and financial processes. It comes with many functions, such as lead management, pipeline tracking, marketing automation, campaign management, analytics and more.
As a marketing automation platform, SharpSpring allows you to create forms for capturing leads. However, it does not have the functionality to send out emails. This feature can be added in by integrating SharpSpring with a third-party email marketing service, such as Zoho CRM.
With this integration, you will be able to use SharpSpring for creating landing pages and other lead capture forms, while Zoho CRM will be used for sending out emails to your prospects. This integration will make your marketing efforts more efficient as you can avail of the benefits of both platforms. For example, if you are running a webinar or an event, you can create a landing page within SharpSpring to cplect leads. These leads can then be used in your email marketing campaigns in Zoho CRM.
In addition to this benefit, the integration will also make it easier to manage leads through one platform. For example, if you are using Zoho CRM’s email marketing system, you can easily add your SharpSpring leads as contacts in Zoho CRM. This way, all your leads will be accessible through one platform. The same goes for contacts in SharpSpring – they can be added as contacts in your Zoho CRM account so that you can use them in your marketing campaigns.
There are several benefits of integrating these two platforms. A few of the most notable ones are discussed below:
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