Saasu + SharpSpring

Add new SharpSpring leads as contacts in Saasu

After your lead becomes a customer, you'll want to add them to your invoicing workflow. This Zapier automation will import your leads to Saasu as a new contact, allowing you to automatically follow up with invoicing.

When this happens...
New Lead
When a lead has been created in sharpspring.
TriggerPolling
automatically do this!
Create Contact
Creates a new contact.
ActionWrite

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Supported triggers and actions

New Account
A new Account is created in SharpSpring.
Trigger
Polling
Try It
New Form Fillout Event
When a lead fills out a form in SharpSpring.
Trigger
Polling
Try It
New Opportunity
A new Opportunity is created in SharpSpring.
Trigger
Polling
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

New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- First NameRequired
- Last NameRequired
- CompanyId
- Email
- Position Title
- Website Url
- Primary Phone
- Home Phone
- Other Phone
- Mobile Phone
- Fax
- Partner?
- Customer?
- Supplier?
- Contractor?
- LinkedIn Profile
- Twitter
- Skype
- Custom Field 1
- Custom Field 2
- Street Address
- City
- State
- Postcode
- Country
Action
Write

- Invoice TypeRequired
- Transaction TypeRequired
- Billing Contact
- Transaction DateRequired
- Invoice Number
- Purchase Order Number
- Summary
- Due Date
- Currency
- Foreign exchange rate
- Auto Populate Fx Rate
- Is Tax Included?
- Description
- AccountRequired
- Tax Code
- Amount
- Tags
- Internal Notes
- External Notes
- Requires Follow Up
- Sent To Contact
- Quick Payment - Date Paid
- Quick Payment - Date Cleared
- Quick Payment - Bank Account
- Quick Payment - Amount
- Quick Payment - Reference
- Quick Payment - Summary
Action
Write
- Email
- First NameRequired
- Last NameRequired
- CompanyId
- Email
- Position Title
- Website Url
- Primary Phone
- Home Phone
- Other Phone
- Mobile Phone
- Fax
- Partner?
- Customer?
- Supplier?
- Contractor?
- LinkedIn Profile
- Twitter
- Skype
- Custom Field 1
- Custom Field 2
- Street Address
- City
- State
- Postcode
- Country
Action
Search or write

New Email Open Event
When a lead opens an email in SharpSpring.
Trigger
Polling
Try It
New Lead
When a lead has been created in sharpspring.
Trigger
Polling
Try It
New Page Visit Event
When a lead visits a new page in SharpSpring.
Trigger
Polling
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 Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
- Invoice TypeRequired
- Transaction TypeRequired
- Billing Contact
- Transaction DateRequired
- Invoice Number
- Purchase Order Number
- Summary
- Due Date
- Currency
- Foreign exchange rate
- Auto Populate Fx Rate
- Is Tax Included?
- Quantity
- Inventory ItemRequired
- Description
- Tax Code
- Unit Price
- Percentage Discount
- Tags
- Internal Notes
- External Notes
- Requires Follow Up
- Send To Contact
- Quick Payment - Date Paid
- Quick Payment - Date Cleared
- Quick Payment - Bank Account
- Quick Payment - Amount
- Quick Payment - Reference
- Quick Payment - Summary
Action
Write
- Email
- First Name
- Last Name
Action
Search