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Get Started FreeA new Account is created in SharpSpring.
When a lead has been created in sharpspring.
A new Opportunity is created in SharpSpring.
Create an Account in SharpSpring.
Create a new Campaign in SharpSpring.
Create a Lead in SharpSpring.
Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
Update a Lead in SharpSpring.
Update a opportunity
Add a new customer on your profitwell account.
Churn Subscription.
Get MRR and plan info on customer.
Upgrade or downgrade subscription
A new Account is created in SharpSpring.
When a lead has been created in sharpspring.
A new Opportunity is created in SharpSpring.
Create an Account in SharpSpring.
Create a new Campaign in SharpSpring.
Create a Lead in SharpSpring.
Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
Update a Lead in SharpSpring.
Update a opportunity
Add a new customer on your profitwell account.
Churn Subscription.
Get MRR and plan info on customer.
Upgrade or downgrade subscription
Choose SharpSpring as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select ProfitWell as the action app from the list.
Connect your ProfitWell account & authenticate it.
Select the data you want to send from SharpSpring to ProfitWell & your AI Agent is ready!
New Account
Get Customer Info
New Account
Churn Subscription
New Account
Add Customer
New Account
Upgrade or Downgrade Subscription
New Lead
Add Customer
SharpSpring is a cost-effective marketing solution for small businesses and marketing firms. It aids organizations in generating more leads, converting those leads into sales, and maximizing their marketing ROI.
ProfitWell is a cloud-based app that provides users with all their financial and subscription metrics in one place.
The integration between SharpSpring and ProfitWell is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating SharpSpring with ProfitWell, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the SharpSpring-ProfitWell integration:
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