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:
- Company Managers
- Marketing Managers
Action groups are accessed through the toolbar.
- Linking Zapier to SharpSpring
- Testing the Zap
- Creating Custom Fields
- Creating or Updating a Lead in Zapier
- Ready to Learn More?
Linking Zapier to SharpSpring
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
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: