Zoho Notebook + SharpSpring Integration

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Zoho Notebook + SharpSpring Integration
1.
  • 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.
  • Zoho Notebook
    Create text card in Zoho Notebook

    Generates a text card with provided content

  • Zoho Notebook
    Read text card as HTML in Zoho Notebook

    Convert text cards into html format

  • Zoho Notebook
    Create file card in Zoho Notebook

    Generates a new file card

  • Zoho Notebook
    Create audio card in Zoho Notebook

    Generates audio cards for multimedia presentations

  • Zoho Notebook
    Create photo card in Zoho Notebook

    Creates a new photo card

  • Zoho Notebook
    Read text card as plain text in Zoho Notebook

    Converts text card content to plain text

  • Zoho Notebook
    Create notebook in Zoho Notebook

    Generates a new notebook to organize information

  • 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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