SharpSpring + Tidio

Create or update SharpSpring leads when new Tidio bot contacts are sent

Effortlessly manage your leads with this Tidio to SharpSpring automation. Whenever a contact is sent from your Tidio bot, this workflow will create or update the lead in SharpSpring, ensuring your CRM stays up-to-date and your sales team can easily track and follow up with potential customers. Save time and streamline your lead management process with this seamless integration.

When this happens...
Contact Sent From Bot
Triggers when a contact is sent from the chosen node in your bot.
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

What does this mean?

- Send to Zapier NodeRequired
Trigger
Instant
Try It
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

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

About SharpSpring

Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Tidio

Tidio uniquely merges live chat, Bots, and Marketing Automation in one place to let you easily communicate with your customers.

Learn more

Related categories

Customer Support

SharpSpring + Tidio

Create or update SharpSpring leads when new Tidio bot contacts are sent

Contact Sent From Bot

New Email Open Event

New Lead

New Page Visit Event

Create Campaign

Campaign Type

Campaign Alias

Campaign Origin

Quantity

Price

Goal

Other Costs

Create/Update Opportunity

New Account

New Form Fillout Event

New Opportunity

Create Account

Account Owner

Industry

Phone

Number of Employees

Website

Address

City

State

Country

Create/Update Lead

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

About SharpSpring

Related categories

Similar apps

Zapier Interfaces

About Tidio

Related categories