ProfitWell + SharpSpring Integration

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ProfitWell + SharpSpring Integration
1.
  • SharpSpring
    Contact is created in SharpSpring

    Triggers the automation whenever a new contact is created

  • SharpSpring
    Account is created in SharpSpring

    Triggers the automation whenever a new account is created

  • SharpSpring
    Opportunity is created in SharpSpring

    Triggers the automation whenever any opportunity is updated

2.
  • ProfitWell
    Upgrade/Downgrade subscription in ProfitWell

    Automatically upgrades or downgrades a subscription

  • ProfitWell
    Create subscription in ProfitWell

    Automatically enroll users in a subscription service

  • ProfitWell
    Churn a subscription in ProfitWell

    Automatically cancel or end a customer's subscription

  • ProfitWell
    Get customer info in ProfitWell

    Automatically retrieves customer information from the database

  • SharpSpring
    Create contact in SharpSpring

    Automatically adds a new contact to the database

  • SharpSpring
    Update contact in SharpSpring

    Automatically updates contact information with new details

  • SharpSpring
    Search contact in SharpSpring

    Automatically finds and retrieves contact information

  • SharpSpring
    Create account in SharpSpring

    Automatically generates a new account

  • SharpSpring
    Search account in SharpSpring

    Automatically searches for account information

  • SharpSpring
    Update account in SharpSpring

    Automatically updates account information

  • SharpSpring
    Create opportunity in SharpSpring

    Automatically creates a new instance of the support system

  • SharpSpring
    Update opportunity in SharpSpring

    Automatically updates the opportunity details as needed

  • SharpSpring
    Create campaign in SharpSpring

    Automatically generates and launch a new marketing campaign

  • SharpSpring
    Search campaign in SharpSpring

    Automatically searches for a campaign

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