Formstack + SharpSpring

"create or update SharpSpring leads from new Formstack submissions"

Streamline your lead management process with this efficient workflow between Formstack and SharpSpring. Whenever a new form submission is received in Formstack, a lead is instantly created or updated in SharpSpring. This helps you save time, reduces the risk of manual data entry errors, and makes sure your lead data is always up-to-date for better lead nurturing and conversion efforts.

When this happens...
New Form Submission
Triggers when a Form recieives a Submission.
TriggerInstant
automatically do this!
Create/Update Lead
Create a Lead in SharpSpring or update by email address.
ActionWrite

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Supported triggers and actions

New Form
Triggers when a new Form is created.
Trigger
Scheduled
Try It
- FormRequired
- User Agent
- Remote Address
- Mark Submission as "read"?
Action
Write
New Account
A new Account is created in SharpSpring.
Trigger
Scheduled
Try It
New Form Fillout Event
When a lead fills out a form in SharpSpring.
Trigger
Scheduled
Try It
New Opportunity
A new Opportunity is created in SharpSpring.
Trigger
Scheduled
Try It

- Account Owner
- Account NameRequired
- Industry
- Phone
- Number of Employees
- Website
- Address
- City
- State
- Country
Action
Write
- Email AddressRequired
- First Name
- Last Name
- Company Name
- Lead Status
- Lead Owner
- Title
- Street
- City
- Country
- State
- Zip Code
- Website
- Phone Number
- Mobile Phone
- Description
- Industry
- Is Unsubscribed
- Tracking ID
Action
Write

- FormRequired
- Field identification
Trigger
Instant
Try It
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Email Open Event
When a lead opens an email in SharpSpring.
Trigger
Scheduled
Try It
New Lead
When a lead has been created in sharpspring.
Trigger
Scheduled
Try It
New Page Visit Event
When a lead visits a new page in SharpSpring.
Trigger
Scheduled
Try It
- Campaign NameRequired
- Campaign Type
- Campaign Alias
- Campaign Origin
- Quantity
- Price
- Goal
- Other Costs
Action
Write
- Opportunity NameRequired
- Associate a Primary LeadRequired
- Associate With an AccountRequired
- Opportunity StatusRequired
- Opportunity OwnerRequired
- Deal StageRequired
- Close DateRequired
- Opportunity AmountRequired
Action
Write