Roll + SharpSpring Integration

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Roll + SharpSpring Integration
1.
  • Roll
    Company is created in Roll

    Triggers the automation whenever a new company is created

  • Roll
    Task is created in Roll

    Triggers the automation whenever a new task is created

  • Roll
    Project is created in Roll

    Triggers the automation whenever a new project is created

  • Roll
    Time record is created in Roll

    Triggers the automation whenever a time record is created

  • 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.
  • Roll
    Create company in Roll

    Automatically generates a new company profile with given details

  • Roll
    Search company in Roll

    Automatically find information about a company

  • Roll
    Create project in Roll

    Automatically creates a new project

  • Roll
    Search project in Roll

    Automatically searches for a project

  • Roll
    Create time record in Roll

    Automatically generates time records for tracking purposes

  • 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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