SharpSpring Integration

Learn how to integrate Paymo with SharpSpring.

Written by AndreiLast update 1 year ago

SharpSpring is an all-in-one marketing automation platform renowned for its exceptional customer support and a wide variety of marketing-related features.

Whether it’s generating leads, sending our behavioral-based emails, or tracking sales pipelines, the platform allows you to activate more marketing revenue with just a few clicks.

How can you integrate SharpSpring with Paymo though?

To streamline your marketing process while keeping your project management efforts in check, use the Paymo <> SharpSpring connection in Zapier.

You can:

  • Create a new task or project in Paymo when a new form is filled out in SharpSpring 

  •  Create a new contact in Paymo when a lead/opportunity is created in SharpSpring

These two zaps will eliminate the back and forth between you and your clients when it comes to coming up with suggestions, as well as keep an accurate CRM-like record of the client pipeline.

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