1. Home
  2. App Directory
  3. ProfitWell Integrations
  4. Integrating ProfitWell with SharpSpring by AI Agents and Assistants

Integrating ProfitWell with SharpSpring by AI Agents and Assistants

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

  • No credit card required
  • 7 days free trial
  • Lightning Fast Setup
Heart
20 Million man hours saved

Award Winning App Integration Platform

Integrations for ProfitWell
About ProfitWell

ProfitWell is a cloud-based app that provides users with all their financial and subscription metrics in one place.

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.

Integrations for SharpSpring
Connect ProfitWell + SharpSpring in easier way

It's easy to connect ProfitWell + 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
  • Add Customer

    Add a new customer on your profitwell account.

  • Churn Subscription

    Churn Subscription.

  • Get Customer Info

    Get MRR and plan info on customer.

  • Upgrade or Downgrade Subscription

    Upgrade or downgrade subscription

  • 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 ProfitWell & SharpSpring Integrations Work

  1. Step 1: Choose ProfitWell 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 ProfitWell 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 July 21, 2024, 1:25 am
Book An Appointment