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Creating Automation with Zapier

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Jon Walker
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Linking a Zapier account to SharpSpring opens up a large variety of possibilities. This includes automation in SharpSpring based on lead fields that are changed from the Zap. This article will show how to link a Zapier account to SharpSpring for the purpose of creating automations.

The following user roles can set up automations with Zapier:

  • Administrators
  • Company Managers
  • Marketing Managers

Action groups are accessed through the  NavMarketing.png  toolbar.

 

Article Contents


Linking Zapier to SharpSpring

  1. In SharpSpring's top toolbar, click
    Automation > Action Groups.
  2. Create or edit an action group.
  3. Add a Send Notification to Email action. 
  4. Create a task with the trigger set as When a lead has the field [Insert Field Name], set to [Insert Value] exactly.
  5. Add the action group to the task. 
  6. Activate the Zap.
    

The lead will get the updated field. When the field changes to YES, the task will trigger and apply the action group to the lead.

 

Testing the Zap

To test the link between SharpSpring and Zapier, do the following: 
  1. In a browser tab, log in to SharpSpring.
  2. In SharpSpring's top toolbar, click
    Automation > Action Groups.
  3. Review the task and action group in SharpSpring.
  4. In another browser tab, log in to Zapier.
  5. Create or update a lead using Zapier.
  6. Return to the SharpSpring browser tab. 
  7. In SharpSpring's top toolbar, click
    Contacts > Contact Manager.
  8. Click the name of the desired lead.
  9. Click the Memberships tab.
    

The action group will appear in Memberships if the linking process was successful.

 

Creating Custom Fields

To create a custom field to induce automation via a lead field change, refer to Creating Custom Fields.

 

Creating or Updating a Lead in Zapier

To create or update a lead in Zapier, do the following:

  1. In a browser tab, log in to Zapier.
  2. Choose the first Zap Application.
  3. Choose SharpSpring.
  4. In another browser tab, log in to SharpSpring.
  5. Locate your API keys.
  6. In the Zapier browser tab, link the SharpSpring API keys.
  7. Map the fields from the first application.
    


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