Manifestly Checklists + SharpSpring Integration

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Manifestly Checklists + SharpSpring Integration
1.
  • Manifestly Checklists
    Checklist run is completed in Manifestly Checklists

    Triggers the automation when a checklist run is completed

    Instant
  • Manifestly Checklists
    Checklist run is started in Manifestly Checklists

    Triggers the automation when the checklist run is started

    Instant
  • SharpSpring
    Contact is created in SharpSpring

    Triggers the automation when a new contact is created

  • SharpSpring
    Account is created in SharpSpring

    Triggers the automation when a new account is created

  • SharpSpring
    Opportunity is created in SharpSpring

    Triggers the automation when any opportunity is updated

2.
  • Manifestly Checklists
    Checklist run in Manifestly Checklists

    Execute a set of predefined tasks in a checklist format

  • SharpSpring
    Create contact in SharpSpring

    Adds a new contact to the database

  • SharpSpring
    Update contact in SharpSpring

    Updates contact information with new details

  • SharpSpring
    Search contact in SharpSpring

    Finds and retrieves contact information

  • SharpSpring
    Create account in SharpSpring

    Generates a new account

  • SharpSpring
    Search account in SharpSpring

    Searches for account information

  • SharpSpring
    Update account in SharpSpring

    Updates account information

  • SharpSpring
    Create opportunity in SharpSpring

    Creates a new instance of the support system

  • SharpSpring
    Update opportunity in SharpSpring

    Updates the opportunity details as needed

  • SharpSpring
    Create campaign in SharpSpring

    Generates and launch a new marketing campaign

  • SharpSpring
    Search campaign in SharpSpring

    Searches for a campaign

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You Can Also Connect Manifestly Checklists or SharpSpring With 1200+ Other Apps

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Manifestly Checklists makes it easy to manage recurring processes by assigning tasks, setting deadlines, and tracking progress. By keeping everyone on the same page, you can avoid costly mistakes and improve efficiency.

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SharpSpring is a cloud-based marketing automation platform streamlining marketing efforts with lead generation, email, social, and analytics features. Designed for businesses of all sizes, it helps increase conversions and revenue.

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