This automation scenario allows you to connect LinkedIn Lead Gen Forms and SharpSpring
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
LinkedIn Lead Gen Forms and SharpSpring can also be integrated using automation tools other than zapier:
When this trigger fires in LinkedIn Lead Gen Forms
Triggers when you receive a new form response.
Then these actions happen in LinkedIn Lead Gen Forms and LinkedIn Lead Gen Forms
Create a Lead in SharpSpring or update by email address.
Triggers when you receive a new form response.
This guide contains information on how to set up an automatic workflow that allows to Create SharpSpring leads from new form responses in Facebook Lead Ads.
Part I
First, we need to connect LinkedIn Lead Gen Forms and SharpSpring to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect LinkedIn Lead Gen Forms to Zapier.
Give Zapier access to your LinkedIn Lead Gen Forms account, using LinkedIn Lead Gen Forms credentials.
Connect SharpSpring to Zapier.
Give Zapier access to your SharpSpring account, using SharpSpring credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for LinkedIn Lead Gen Forms
Choose the following trigger: New Lead Gen Form Response (Triggers when you receive a new form response.).
Then set up an Action for SharpSpring
Choose this action: Create/Update Lead (Create a Lead in SharpSpring or update by email address.).
Then set up another Action for LinkedIn Lead Gen Forms
Choose this action: New Lead Gen Form Response (Triggers when you receive a new form response.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between LinkedIn Lead Gen Forms and SharpSpring.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create SharpSpring leads from new form responses in Facebook Lead Ads!
Triggers when you receive a new form response.
Triggers when you receive a new event response.
Triggers when a Lead Gen Form is submitted.
Use for prefilling dropdowns only.
Used only for prefills.
Test.
Create a Lead in SharpSpring or update by email address.
Create or optionally update an Opportunity in SharpSpring. If an opportunity already exists in SharpSpring with the specified name, that opportunity will be updated.You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
Creates a new lead.
Create an Account in SharpSpring.
Create a new Campaign in SharpSpring.
Creates a new campaign.
SharpSpring is a fully integrated, affordable marketing tool designed for SMBs and marketing agencies. Its features include marketing automation, lead capture, email automation, and a built-in CRM system, making it a simple but powerful all-in-one marketing platform.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.