Creating Automation with 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.

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:

1. In SharpSpring's top toolbar, click Automation > Action Groups.
2. Create or edit an action group.
3. Under Start or an applicable action group branch, click + Add > Action.
4. In the Notifications section, select Send Notification to Email. 
5. Enter the email to send notifications to.
6. Click OK.

Creating Zapier Workflows

To create a visual workflow that utilizes the Zapier action group, do the following:

1. In SharpSpring's top toolbar, click Automation > Visual Workflows.
2. Create or edit a visual workflow.
3. Under Start or an applicable action group branch, click + Add > Trigger.
4. In the Lead section, select has the field.
5. In the Field Name text box, enter the desired field that your Zapier leads will be attributed to.
6. In the Comparison drop-down menu, select exactly.
7. Click OK.
8. Under the created trigger, click + Add > Action Group. 
9. In the Action Group Name text box, enter the created Zapier email notification action group.
10. Click OK.

Testing the Zap

Creating Custom Fields

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