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.
Which users can set up automations with Zapier:
- Administrator
- Marketing Manager
Linking Zapier to SharpSpring
Step One: In SharpSpring, create an action group.
Step Two: Add a Send Notification to Email action.
Note: For more information, check out our help articles Task and Action Group Overview for information on creating action groups and Creating an Action Group for information on creating action groups.
Step Three: Create a task with the trigger set as When a lead has the field [Insert Field Name], set to [Insert Value] exactly.
Step Four: Add the action group to the task.
Step Five: 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 Link
Step One: Review the task and action group in SharpSpring.
Step Two: Create or update a lead using Zapier.
Step Three: Check the lead in SharpSpring.
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 the following article:
Creating Custom Fields
Creating or Updating a Lead in Zapier
To create or update a lead in Zapier, do the following:
Step One: In Zapier, choose the first Zap Application.
Step Two: Choose SharpSpring.
Step Three: Link the API keys found in SharpSpring's API Settings.
Step Four: Map the fields from the first application.
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