UPilot + SharpSpring Integrations

Integrate UPilot with SharpSpring to automate your tasks, leaving you more time to focus on business-critical processes.
Schedule a demo, to find out how the UPilot to SharpSpring integration helps boost your business’ efficiency.

Heart
20 Million work hours saved

Award Winning App Integration Platform

About UPilot

UPilot is a simple and effective Sales CRM tool with features like role-based access and control, email tracking, and revenue forecast.

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
Connect UPilot + SharpSpring in easier way

It's easy to connect UPilot + SharpSpring 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.

  • 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

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 November 09,2022 06:11 pm