Try AppyPie Automate Free for 7 Days
Unlock premium automation
risk-free—cancel anytime.
Did you know? Our team creates automation at no extra cost and provides support at any stage.
Get Started FreeA new Account is created in SharpSpring.
When a lead has been created in sharpspring.
A new Opportunity is created in SharpSpring.
Set up rules to specify when this AI Agent can continue running
Create an Account in SharpSpring.
Create a new Campaign in SharpSpring.
Create a Lead in SharpSpring.
Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
Update a Lead in SharpSpring.
Update a opportunity
A new Account is created in SharpSpring.
When a lead has been created in sharpspring.
A new Opportunity is created in SharpSpring.
Set up rules to specify when this AI Agent can continue running
Create an Account in SharpSpring.
Create a new Campaign in SharpSpring.
Create a Lead in SharpSpring.
Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
Update a Lead in SharpSpring.
Update a opportunity
Choose Filter By Automate as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select SharpSpring as the action app from the list.
Connect your SharpSpring account & authenticate it.
Select the data you want to send from Filter By Automate to SharpSpring & your AI Agent is ready!
Filter By Automate is own feature that enables you to allow a Connect to proceed when a certain condition is met. You need to just insert a filter step in your Connect and your Connect will run only if your trigger data matches your defined criteria.
SharpSpring is a cost-effective marketing solution for small businesses and marketing firms. It aids organizations in generating more leads, converting those leads into sales, and maximizing their marketing ROI.
The integration between Filter By Automate and SharpSpring is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating Filter By Automate with SharpSpring, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Filter By Automate-SharpSpring integration:
Use the most powerful applications integration platform
Get Started Free