Question

How to automate new and updated leads and opportunities between Dynamics and SharpSpring?

  • 17 August 2021
  • 1 reply
  • 51 views

Hello, 

I’m looking to see if anyone in this community has used Zapier to connect Dynamics CRM and Sharpspring marketing automation platform. I’m looking for help putting together my Zaps to bring data between the platforms and would love to connect with individuals who have experience doing this. I’m looking to: 

  1. Send new leads from Sharpspring into Dynamics 
  2. Update leads in Sharpspring as sales members contact them and update them in Dynamics
  3. Send new opportunities from Dynamics into Sharpspring
  4. Update opportunities in Sharpspring as they progress through Dynamics 

Please let me know, thanks! 


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1 reply

Userlevel 7
Badge +14

Hi @GM-Axiell 

If you can provide more context about the workflows you are trying to automate between these apps, that will be helpful for others to review and advise.

 

Zapier Experts: https://zapier.com/experts