Add Lead to Campaign

Adds an existing lead to an existing campaign.

Create Attachment

Creates a new attachment (max 25MB).

Create Lead

Creates a new lead in Salesforce.

Create Record

Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Update Contact

Updates an existing contact in Salesforce.

Update Record

Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Find Record

Finds a record of a specified Salesforce object by up to two fields and values you choose.

Find Record(s) by Query

Finds one or more records of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause (with line item support).

Find or Create Record

Find a record. Optionally create a record if not found.

Create Account

Create an Account in SharpSpring.

Create/Update Lead

Create a Lead in SharpSpring or update by email address.

New Entry

Triggers when a form is submitted.

Duplicates an Existing Form

Duplicates an existing form

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Convert Lead to Contact

Adds an existing contact to an existing campaign.

Create Child Records (with line item support)

Creates records from line items and sets the parent-child relationship.

Create Note

Creates a new note and links it to a parent record

Create Record (UTC)

Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Update Lead

Updates an existing lead in Salesforce.

Update Record (UTC)

Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Find Child Records

Finds Child Records for a given Parent ID, and returns the Child records as line-items.

Find Record(s)

Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

Find Record by Query

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

Find or Create Record by Query

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause. Optionally create a record if not found.

Create Campaign

Create a new Campaign in SharpSpring.

Create/Update Opportunity

Create an Empty Form

Creates a new empty form.

Update Dropdown, Multiple Choice or Ranking Question Options

Update Dropdown, Multiple Choice or Ranking Question Options

Lookup Responses

Looks up responses for a given criteria.