Create requests in Accelo for new opportunities in SharpSpring

First, we need to connect SharpSpring and Accelo to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect SharpSpring to Zapier.

  Give Zapier access to your SharpSpring account, using SharpSpring credentials.

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  Connect Accelo to Zapier.

  Give Zapier access to your Accelo account, using Accelo credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for SharpSpring

  Choose the following trigger: New Opportunity (A new Opportunity is created in SharpSpring.).

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  Then set up an Action for Accelo

  Choose this action: Create Request (Creates a new request. If the request's contact does not exist, a new one will be created for you.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between SharpSpring and Accelo.

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  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 requests in Accelo for new opportunities in SharpSpring!