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Get Started FreeTriggers when a new document is parsed.
A new Account is created in SharpSpring.
When a lead has been created in sharpspring.
A new Opportunity is created in SharpSpring.
Parse a document
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
Triggers when a new document is parsed.
A new Account is created in SharpSpring.
When a lead has been created in sharpspring.
A new Opportunity is created in SharpSpring.
Parse a document
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 Parsio 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 Parsio to SharpSpring & your AI Agent is ready!
Data extraction tool that helps businesses extract any information from emails including order and customer details. The platform enables managers to highlight data required to extract and Parsio automatically processes all similar incoming emails.
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 Parsio 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 Parsio 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 Parsio-SharpSpring integration:
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