If you are using Office365 as your email client you can easily create leads in SharpSpring when you create a new contact in Office365. This article will walk through the steps to set this up, utilizing Zapier, no development experience required.
Here's what you will need to get started.
- an account with SharpSpring
- an Office365 account
- a Zapier account
Step by Step Walkthrough
Step One: Create your Zapier account. This article specifically focuses on setting up this integration with Zapier. Alternatively (and albeit, more complex), you can set this integration up using SharpSpring and Office365's API. Head to Zapier and follow their sign-up process.
Step Two: Once your Zapier account is created, let's make our first Zap! Begin by clicking the "Make a Zap" button. On the next page, we'll be choosing the applications to integrate. Begin by searching and selecting Office365.
Step Three: We will be using the Trigger "New Contact". When a New Contact is created in Office365, that will begin the process to send the contact into SharpSpring. You will need to connect your Office365 account to Zapier, and then test your step by retrieving a recently created contact in Office365. If you have not created a contact in Office365, make sure to make a test contact before completing this step. If not, the test in Zapier will fail as there will be no contact object to retrieve.
Step Four: Now that our Office365 Trigger is set, let's create our SharpSpring Action. Search and select SharpSpring, and then choose the Action "Create/Update Lead". You will need to connect your SharpSpring account to Zapier.
Step Five: Let's create our template for where the information that we retrieve from Office365 will end up in SharpSpring. All of the fields on the page are fields from SharpSpring, we map the values we retrieved from Office365 by clicking the plus button on the far right of the input field. Then select the appropriate field information. Email should populate Email, First Name to First Name, etc. You can map both standard system fields or any custom field you have created.
Step Six: Once you have finished the data mapping, let's test our step! Follow the prompts in Zapier for testing, and confirm the data is sending to the appropriate fields in SharpSpring. Finish by naming your Zap (I'd recommend 'Office365 to SharpSpring' for clarity) and then make sure to turn the Zap on. By default, the Zap will run every 15 minutes to look for a new contact(s) created in Office365, and if contacts have been created they will be sent into SharpSpring as leads.
Step Seven (optional): Let's do a sanity check to make sure the Zap is acting appropriately. Head into Office365, create a test contact with the following information: FirstName = Office365; LastName = Test; Email = firstname.lastname@example.org. Once the contact is created, head into your Zapier dashboard and let's force the zap to run by clicking the down carrot on the zap, and choose Run. You'll see a popup providing the status of retrieving the contact, and a success message. Head into SharpSpring >> Contact Manager, filter by Created, and you will see your new contact created!
Congratulations, you have now integrated Office365 to SharpSpring!