Integrating SharpSpring with Formatter By Automate by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between SharpSpring and Formatter By Automate
- No credit card required
- 7 days free trial
- Lightning Fast Setup
20 Million man hours saved
Award Winning App Integration Platform
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 Formatter By Automate
Formatter by Automate is our own formatting tool that is designed to format data in a way that ‘s easy to understand for procedding your “AI Agent”.
Integrations for Formatter By AutomateIt's easy to connect SharpSpring + Formatter By Automate without coding knowledge. Start creating your own business flow.
- Triggers
-
New AccountA 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
-
Date / TimeWork with dates and times to change formatting or add/subtract time (with line-item support).
-
Numbers
Work with numeric data to do math operations, reformat currencies, and more (with line-item support).
-
Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
-
Utilities
Various utilities like "choose value from list" or "look up in table" (with line-item support).
How SharpSpring & Formatter By Automate Integrations Work
-
Step 1: Choose SharpSpring as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
-
Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
-
Step 3: Pick Formatter By Automate as an action app and authenticate.
(30 seconds)
-
Step 4: Select a resulting action from the Action List.
(10 seconds)
-
Step 5: Select the data you want to send from SharpSpring to Formatter By Automate.
(2 minutes)
-
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.