An automated workflow using integromat
Connects LinkedIn + SharpSpring
Create a new SharpSpring lead from a new LinkedIn Lead Gen Forms submission
About this workflow template
This automation scenario allows you to connect LinkedIn and SharpSpring
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots 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 and SharpSpring can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in LinkedIn
Watch Form Responses in LinkedIn
Triggers when a Lead Gen Form is submitted.
Then these actions happen in SharpSpring and SharpSpring
Get a Form Response in LinkedIn
Retrieves a response of a Lead Gen Form.
Create a Lead in SharpSpring
Creates a new lead.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create a new SharpSpring lead from a new LinkedIn Lead Gen Forms submission.
Part I
Configure Applications
First, we need to connect LinkedIn and SharpSpring to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect LinkedIn to Make.com.
Give Make.com access to your LinkedIn account, using LinkedIn credentials.
Connect SharpSpring to Make.com.
Give Make.com access to your SharpSpring account, using SharpSpring credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for LinkedIn
Choose the following trigger: Watch Form Responses (Triggers when a Lead Gen Form is submitted.).
Then set up an Action for LinkedIn
Choose this action: Get a Form Response (Retrieves a response of a Lead Gen Form.).
Then set up another Action for SharpSpring
Choose this action: Create a Lead (Creates a new lead.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between LinkedIn 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 a new SharpSpring lead from a new LinkedIn Lead Gen Forms submission!
Related Automation Templates
Supported triggers and actions
Watch form responses
Triggers when a Lead Gen Form is submitted.
triggerbyintegromatNew connection
Triggered when a new connection is added.
triggerbyzapierNew 2nd degree connection
Triggered when a new connection 2nd degree is added.
triggerbyzapierNew group
Triggered when a new group is added.
triggerbyzapierNew job
Triggered when a new job is added.
triggerbyzapierList companies
List companies.
triggerbyzapier
Create/update lead
Create a Lead in SharpSpring or update by email address.
actionbyzapierCreate/update opportunity
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".
actionbyzapierCreate a lead
Creates a new lead.
actionbyintegromatCreate account
Create an Account in SharpSpring.
actionbyzapierintegratelypabbly-connectCreate campaign
Create a new Campaign in SharpSpring.
actionbyzapierintegratelyCreate a campaign
Creates a new campaign.
actionbyintegromat
Apps you need
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.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
