Integrate Parsio with SharpSpring using AI Agents

Appy Pie Automate allows you to automate multiple workflows between Parsio and SharpSpring

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About Parsio

Data extraction tool that helps businesses extract any information from emails including order and customer details. The platform enables managers to highlight data required to extract and Parsio automatically processes all similar incoming emails.

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 Parsio + SharpSpring in easier way

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

  • Triggers
  • New Document

    Triggers when a new document is parsed.

  • 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
  • Parse document

    Parse a document

  • 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

How Parsio & SharpSpring Integrations Work

  1. Step 1: Choose Parsio as a trigger app and authenticate it on Appy Pie Automate.

    (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 Parsio to SharpSpring.

    (2 minutes)

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

Page reviewed by Abhinav Girdhar  | Last Updated on September 8, 2024, 8:01 pm
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