PeerBoard + SharpSpring Integration

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PeerBoard + SharpSpring Integration
1.
  • PeerBoard
    Post is created in PeerBoard

    Triggers the automation when a new post is created

  • PeerBoard
    Member is created in PeerBoard

    Triggers the automation when a new member is added

  • PeerBoard
    Member is blocked in PeerBoard

    Triggers the automation when a member has been blocked

  • 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.
  • PeerBoard
    Update member in PeerBoard

    Updates a member's information

  • PeerBoard
    Create member in PeerBoard

    Adds a new member to the system

  • PeerBoard
    Search member by email in PeerBoard

    Searches for a member with using their email

  • PeerBoard
    Block member in PeerBoard

    Block a particular member from accessing the platform

  • PeerBoard
    Delete member in PeerBoard

    Removes a member from the system

  • PeerBoard
    Unblock member in PeerBoard

    Unblocks a member

  • PeerBoard
    Send an invite in PeerBoard

    Sends an invite

  • 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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