Service Provider Pro + SharpSpring Integration

Integrate Service Provider Pro to SharpSpring in one click, or tell Integrately AI how you want each order handled. Create contacts, update accounts, trigger marketing campaigns, and track opportunities automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Service Provider Pro
    Order is created in Service Provider Pro Instant
  • Service Provider Pro
    Order status is changed in Service Provider Pro Instant
  • Service Provider Pro
    Tag is added to order in Service Provider Pro Instant
  • Service Provider Pro
    Invoice is paid in Service Provider Pro Instant
  • Service Provider Pro
    Invoice is refunded in Service Provider Pro Instant
  • Service Provider Pro
    Account is created in Service Provider Pro Instant
  • Service Provider Pro
    Form is submitted in Service Provider Pro Instant
  • Service Provider Pro
    Subscription is cancelled in Service Provider Pro Instant
  • Service Provider Pro
    Subscription is paid in Service Provider Pro Instant
  • Service Provider Pro
    Subscription is failed in Service Provider Pro Instant
  • Service Provider Pro
    Message is posted in Service Provider Pro Instant
  • Service Provider Pro
    Ticket is created in Service Provider Pro Instant
  • SharpSpring
    Contact is created in SharpSpring
  • SharpSpring
    Account is created in SharpSpring
  • SharpSpring
    Opportunity is created in SharpSpring
Arrow Right
2.
  • SharpSpring
    Create contact in SharpSpring
  • SharpSpring
    Update contact in SharpSpring
  • SharpSpring
    Search contact in SharpSpring
  • SharpSpring
    Create account in SharpSpring
  • SharpSpring
    Search account in SharpSpring
  • SharpSpring
    Update account in SharpSpring
  • SharpSpring
    Create opportunity in SharpSpring
  • SharpSpring
    Update opportunity in SharpSpring
  • SharpSpring
    Create campaign in SharpSpring
  • SharpSpring
    Search campaign in SharpSpring

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Ready Workflows Ready Workflows for Service Provider Pro + SharpSpring Integration

Capture new orders, create matching contacts, update accounts, and manage opportunities, all in just one click.

Most popular automationmost-popular-automations
Service Provider Pro + SharpSpring Integration

Create SharpSpring contact for new Service Provider Pro order

When a new Service Provider Pro order is placed, it's important to create a SharpSpring contact for the customer. This helps to integraiton the customer into your marketing ecosystem and allows you to track their engagement with your brand.

There are a few key pieces of information that you'll need in order to create a new marketing contact: name, email address, and order information. With this information, you can create a new SharpSpring contact and start sending them targeted communications.

In addition, you can also use this opportunity to upsell or cross-sell other products. By creating a new SharpSpring contact for every Service Provider Pro order, you can maximize your chances of success with each customer.
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Connect more apps to your Service Provider Pro + SharpSpring flow

Process billing transactions, sync CRM records, alert your team, and send customer emails after your core pair runs. Pick a combination and activate it in one click.

Service Provider Pro
SharpSpring
+
StripeStripe (8)
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ActiveCampaignActiveCampaign (8)
+
HubSpotHubSpot (8)
+
QuickBooks OnlineQuickBooks Online (8)
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SlackSlack (8)
+
GmailGmail (8)
S
S
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Create a SharpSpring contact for every new Service Provider Pro order, and create a customer in Stripe
New Service Provider Pro orders instantly create contacts in SharpSpring and customers in Stripe, eliminating manual data entry across platforms.
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S
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When an invoice is paid in Service Provider Pro, update the SharpSpring contact and create a charge in Stripe
Paid invoices automatically update SharpSpring contact records and record charges in Stripe to keep financial data accurate.
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S
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When a subscription is paid in Service Provider Pro, update the SharpSpring account and update the subscription in Stripe
Recurring subscription payments update your SharpSpring account details and keep subscription records current in Stripe.
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S
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When an invoice is refunded in Service Provider Pro, update the SharpSpring opportunity and refund the charge in Stripe
Refunded invoices update your SharpSpring sales opportunities and process refunds in Stripe automatically.
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S
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If a Service Provider Pro order value meets criteria, create a SharpSpring contact and create a subscription in Stripe
High-value orders automatically trigger tailored SharpSpring contact creation and activate subscriptions in Stripe.
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S
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When a subscription is cancelled in Service Provider Pro, update the SharpSpring account and cancel the Stripe subscription
Cancelled subscriptions update account records in SharpSpring and terminate active billing agreements in Stripe.
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S
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Use Claude to analyse Service Provider Pro order details, create a SharpSpring contact, and create a Stripe subscription
Claude reviews order requirements, creates a qualified SharpSpring contact, and sets up the correct subscription in Stripe.
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When an order is created in Service Provider Pro, create a SharpSpring contact, create a Stripe customer, and notify Slack
New orders create contacts in SharpSpring, set up Stripe customers, and alert your team instantly on Slack.

Supported triggers and actions for Service Provider Pro and SharpSpring

Mix and match to build the exact automation you need

Service Provider Pro
Service Provider Pro Triggers & Actions
Instant
Order is created in Service Provider Pro
Triggers the automation when a new order is created
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Instant
Order status is changed in Service Provider Pro
Triggers the automation when the order status changes
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Instant
Tag is added to order in Service Provider Pro
Triggers the automation when a tag is added
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Instant
Invoice is paid in Service Provider Pro
Triggers the automation when an invoice is marked as paid
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Instant
Invoice is refunded in Service Provider Pro
Triggers the automation when an invoice is refunded
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Instant
Account is created in Service Provider Pro
Triggers the automation when a new account is created
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Instant
Form is submitted in Service Provider Pro
Triggers the automation when a form is filled
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Instant
Subscription is cancelled in Service Provider Pro
Triggers the automation when a subscription is cancelled
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Instant
Subscription is paid in Service Provider Pro
Triggers the automation when a subscription fee is successfully paid
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Instant
Subscription is failed in Service Provider Pro
Triggers the automation when a subscription payment has failed
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Instant
Message is posted in Service Provider Pro
Triggers the automation when a message is posted
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Instant
Ticket is created in Service Provider Pro
Triggers the automation when a new ticket is created
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No action is available
SharpSpring
SharpSpring Triggers & Actions
Contact is created in SharpSpring
Triggers the automation when a new contact is created
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Account is created in SharpSpring
Triggers the automation when a new account is created
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Opportunity is created in SharpSpring
Triggers the automation when any opportunity is updated
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Create contact in SharpSpring
Adds a new contact to the database
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Update contact in SharpSpring
Updates contact information with new details
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Search contact in SharpSpring
Finds and retrieves contact information
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Create account in SharpSpring
Generates a new account
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Search account in SharpSpring
Searches for account information
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Update account in SharpSpring
Updates account information
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Create opportunity in SharpSpring
Creates a new instance of the support system
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Update opportunity in SharpSpring
Updates the opportunity details as needed
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Create campaign in SharpSpring
Generates and launch a new marketing campaign
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Search campaign in SharpSpring
Searches for a campaign
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What can you automate with Service Provider Pro + SharpSpring?

Streamline your agency operations by connecting client orders, invoices, and form submissions directly to your marketing automation platform.

What you can automate?
🎯
Create SharpSpring contacts from new orders
Generate contact profiles in SharpSpring automatically the moment a new order is created in Service Provider Pro. Your marketing team gains instant access to new client information without manual data transfer.
📝
Capture every submitted form and custom field
Map custom form answers and order details into separate SharpSpring contact fields instead of basic names and emails. Your CRM captures complete submission data for better segmentation.
🔔
Send instant team notifications on activity
Alert your sales and support channels immediately whenever important client orders, payments, or tickets come in. Keep your team informed without checking multiple dashboards.
🔀
Route clients into specific marketing campaigns
Trigger different SharpSpring campaigns and email sequences based on order value, service tier, or submitted form responses. Tailor your marketing automation to client characteristics.
🔄
Keep CRM destination records up to date
Update existing SharpSpring accounts and contact details automatically when order statuses change in Service Provider Pro. Prevent outdated customer records across your systems.
🔍
Search and update instead of creating duplicates
Search for existing contacts in SharpSpring before creating new records to prevent duplicate entries in your database. Maintain clean and reliable CRM data.
💳
Handle invoice payments and subscription changes
Update contact records, sales opportunities, and account stages when invoices are paid, refunded, or subscriptions are cancelled. Reflect financial events in your CRM instantly.
🔌
Extend your workflow to trusted supporting apps
Connect order data to Slack or HubSpot to notify your sales team or sync CRM records in multi-step workflows. Build robust pipelines across your entire tech stack.
And much more...

Who is Service Provider Pro + SharpSpring integration for?

Agency owners, marketers, and account managers use this integration to eliminate manual data entry, keep CRM records accurate, and follow up with clients instantly.

Agency directors and data analysts
Agency directors and data analysts
Growth and sales managers
Growth and sales managers
Account executives and client partners
Account executives and client partners
Operations leads and coordinators
Operations leads and coordinators
Campaign specialists and marketers
Campaign specialists and marketers
Customer success managers
Customer success managers
📈
Agency directors and data analysts
You review order metrics and billing reports every week, but manual data exports leave your dashboards hours behind reality — automating both apps means every new order and payment updates your CRM instantly for accurate reporting.
Growth and sales managers
You wait for team members to notify you about new client submissions, but leads go cold before anyone reaches out — with this integration, every new form submission creates a contact in SharpSpring instantly so your team can follow up immediately.
🤝
Account executives and client partners
You update clients on project progress during weekly calls, but missing billing details leave you scrambling for order statuses — connecting these apps means every invoice and order syncs automatically so you always have the latest client history.
📦
Operations leads and coordinators
You process dozens of client orders and invoices daily, but manual data entry causes missed records and typos — automating both apps means every transaction flows straight into your marketing platform without manual errors.
🔄
Campaign specialists and marketers
You launch email campaigns for new clients, but waiting for manual account setups delays your onboarding sequences — this integration means every new client account creation triggers marketing workflows without manual delays.
🗂️
Customer success managers
You track client touchpoints across billing and marketing, but fragmented records leave blind spots in customer histories — connecting these apps means every order and ticket forms a complete, searchable client timeline.
Our team

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Why choose Integrately to automate Service Provider Pro + SharpSpring

Build and manage your Service Provider Pro + SharpSpring automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Service Provider Pro + SharpSpring with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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Automation is ready
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Frequently Asked Questions

How do I connect Service Provider Pro to SharpSpring?
Frequently Asked Questions
You can connect Service Provider Pro to SharpSpring in 1-click using ready-made automations on Integrately, or use Integrately AI to build custom workflows linking Stripe, ActiveCampaign, HubSpot, and 1,500+ other apps.
Can I automatically create SharpSpring contacts from new Service Provider Pro orders?
Frequently Asked Questions
Can I connect Service Provider Pro, SharpSpring, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Service Provider Pro and SharpSpring?
Frequently Asked Questions
How are orders and customer accounts handled between Service Provider Pro and SharpSpring?
Frequently Asked Questions
Can I update existing contacts and opportunities in SharpSpring when invoice statuses change in Service Provider Pro?
Frequently Asked Questions
Do I need coding skills to set up the Service Provider Pro and SharpSpring integration?
Frequently Asked Questions
Is the Service Provider Pro and SharpSpring integration free?
Frequently Asked Questions
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You Can Also Connect Service Provider Pro or SharpSpring With 1500+ Other Apps

Service Provider Pro
Popular Service Provider Pro Integrations
Connect Service Provider Pro to billing, invoicing, and agency management tools to streamline client onboarding and billing.
SharpSpring
Popular SharpSpring Integrations
Sync SharpSpring with email marketing, lead capture, and analytics tools to supercharge your marketing campaigns.