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. |
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Marketing Automation | ✓ | ||||
CRM Ultimate | ✓ | ||||
CRM PRO | ✓ | ||||
CRM Free | ✓ | ||||
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Creating or Updating a Lead in Zapier
To create or update a lead in Zapier, do the following:
- Open a new tab in your browser.
- Log in to Zapier in that browser tab.
- Choose the first Zap Application.
- Choose SharpSpring.
- Open another new tab in your browser.
- Log in to SharpSpring in that browser tab.
- Locate your API keys.
- Link the SharpSpring API keys in the browser tab.
- Map the fields from the first application.
Linking Zapier to SharpSpring
To link Zapier with SharpSpring, you will need to create automation. This automation will require an action group and a visual workflow.
Creating Zapier Action Groups
To create an action group, do the following:
- Click Marketing > Automation > Action Groups in SharpSpring's top toolbar.
- Create or edit an action group.
- Click + Add > Action under Start or an applicable action group branch.
- Select Send Notification to Email in the Notifications section.
- Enter the email to send notifications to.
- Click OK.
Creating Zapier Workflows
To create a visual workflow that utilizes the Zapier action group, do the following:
- Click Marketing > Automation > Visual Workflows in SharpSpring's top toolbar.
- Create or edit a visual workflow.
- Click + Add > Trigger under Start or an applicable action group branch.
- Select has the field in the Lead section.
- Enter the desired field that your Zapier leads will be attributed to in the Field Name text box.
- Select exactly in the Comparison drop-down menu.
- Click OK.
- Click + Add > Action Group under the created trigger.
- Enter the created Zapier email notification action group in the Action Group Name text box.
- Click OK.
The lead will get the updated field. When the lead has the field, the action will trigger and apply the action group to the lead.
Testing the Zap
To test the link between SharpSpring and Zapier, do the following:
- Open a tab in your browser.
- Log in to Zapier in that browser tab.
- Create or update a lead using Zapier.
- Activate the Zap.
- Open another tab in your browser.
- Log in to SharpSpring in that browser tab.
- Click Contacts > Contacts in SharpSpring's top toolbar.
- Click the name of the desired lead.
- 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.