How SharpSpring + Salesforce Integrations Work
- Step 1: Authenticate SharpSpring and Salesforce. 30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation. 15 seconds
- Step 3: Choose a resulting action from the other app. 15 seconds
- Step 4: Select the data you want to send from one app to the other. 2 minutes
Full Answer
See more
Does SharpSpring integrate with Salesforce?
SharpSpring makes it easy to integrate with Salesforce and sync contacts bidirectionally. Leads, lead scores, lead owners and key communication events can all be updated automatically between the two platforms with SharpSpring's native Salesforce integration.
What does SharpSpring integrate with?
Our Zapier integration enables you to connect SharpSpring to hundreds of apps, including dozens of lead collection apps and CRMs, without having to use a programmer. We've opened up the SharpSpring platform to allow access to Accounts, Campaigns, Opportunities and Leads using Zapier triggers.
What is Salesforce sync?
What Is Salesforce Sync? Lightning Sync is a built-in Salesforce sync feature that synchronizes data between Salesforce and your Google or Microsoft applications. It automatically syncs contacts and events to save time.
Does SharpSpring integrate with HubSpot?
SharpSpring Integration Overview Two-way sync: Data is shared between Sharpspring and HubSpot in real time. Default field mappings: Set-up is quick with out-of-the-box field mappings already created for you. Historical syncing: Your existing data will sync right away, and updates will sync as they happen.
Does SharpSpring have a CRM?
SharpSpring offers a complete marketing automation system with a powerful built-in CRM application. Our CRM software ensures your digital marketing and sales efforts are perfectly synchronized.
Is SharpSpring a CMS?
Universal CMS Compatibility SharpSpring's all-purpose automation platform works well with all major content management systems. Continue using WordPress, Drupal, ExpressionEngine, Joomla! or your other favorite CMS.
What is the difference between lightning sync and Einstein activity capture?
Einstein Activity Capture has the same functionality as Lightning Sync, but it also automatically logs emails (both incoming and outgoing) in addition to events. EAC works in the background as well, so no user intervention is required.
What is lightning sync in Salesforce?
Lightning Sync is designed to sync contacts and events simply and securely between Salesforce and your Microsoft or Google email service. Learn about how that design impacts how data flow between systems and the configurations requirements you must meet to setup the product.
How do I turn on lightning sync in Salesforce?
From Setup, enter Sync in the Quick Find box, then select Outlook Integration and Sync or Google Integration and Sync. If Lightning Sync is available, under the Lightning Sync section you see an option to turn on the product.
Regarding SharpSpring Sales Integration
Once you have successfully connected Salesforce to SharpSpring, the Accounts, Pipeline, and Reports sections of SharpSpring will be removed. While you can still open the Sales toolbar, all sales activity is expected to be conducted within Salesforce.
Relationships and Directions
The following table shows the relationship type and sync direction between Salesforce and SharpSpring.
Understanding Campaign Synchronization
Campaign synchronization is a two-way process. The logic for the synchronization is as follows:
Understanding Opportunity Synchronization
Opportunity synchronization pulls from Salesforce. The logic for the synchronization is as follows:
Understanding Lead Synchronization
Lead synchronization is a two-way process. The logic for the synchronization is as follows:
Understanding Event Synchronization
Event synchronization pushes to Salesforce. The logic for the synchronization is as follows:
How does Salesforce work with SharpSpring?
SharpSpring makes it easy to integrate with Salesforce and sync contacts bidirectionally. Leads, lead scores, lead owners and key communication events can all be updated automatically between the two platforms with SharpSpring’s native Salesforce integration. See our help section for a complete description of the integration.
What is Salesforce CRM?
Salesforce is a global cloud computing company best known for its on-demand customer relationship management (CRM) solutions. The Salesforce CRM offers a full range of features and functionality, at a cost that is scalable to fit any business. Over 100,000 of the world’s most innovative companies use Salesforce to close bigger deals, faster.
The integration toolkit – terms and definitions
Before getting into specifics, it is important to understand the different types of solutions that can be utilized for an integration:
When to go custom?
There may come a time where you need additional customization in your integrations, or perhaps Zapier doesn’t have the necessary triggers/actions for the application you are trying to connect. In this case you may benefit in working with a developer to create a custom integration.
Regarding SharpSpring Sales Integration
- Once you have successfully connected Salesforce to SharpSpring, the Accounts, Pipeline, and Reports sections of SharpSpring will be removed. While you can still open the Sales toolbar, all sales activity is expected to be conducted within Salesforce. Once the integration is complete, the Salesforce opportunity name will be displayed in the Membersh...
Relationships and Directions
- The following table shows the relationship type and sync direction between Salesforce and SharpSpring.
Understanding Campaign Synchronization
- Campaign synchronization is a two-way process. The logic for the synchronization is as follows: 1. Query campaigns edited on SalesForce since the last sync. 2. Obtain a list of all SharpSpring campaigns, indexed by Salesforce ID. 3. For every campaign in the Salesforce list, attempt to find a campaign in SharpSpring with the given Salesforce ID. 4. If the campaign does not exist in Sha…
Understanding Opportunity Synchronization
- Opportunity synchronization pulls from Salesforce. The logic for the synchronization is as follows: 1. Obtain all opportunities modified in Salesforce since the last sync. 2. For every opportunity in the Salesforce list, do the following: • Obtain the campaign attached to the Salesforce opportunity in SharpSpring. • Obtain the account attached to the Salesforce opportunity in Sharp…
Understanding Lead Synchronization
- Lead synchronization is a two-way process. The logic for the synchronization is as follows: 1. Obtain all leads modified in Salesforce since the last sync. 2. For every lead in the Salesforce list, attempt to find the lead in SharpSpring by CRM ID or email address. 3. If the lead exists, resolve field conflicts in every lead field in favor of pushing to Salesforce or pulling from Salesforce. 4. I…
Understanding Event Synchronization
- Event synchronization pushes to Salesforce. The logic for the synchronization is as follows: 1. Pull down all SharpSpring events that have happened since the last sync. 2. For every event, if the event’s referenced lead has a Salesforce ID, do the following: • Grab the what object from the event. • Create a description of the event, based on the object of the event. • Push that event to S…