SharpSpring is a marketing automation tool that allows your sales or marketing team to get the right message to the right person at the right time. It's a cloud-based marketing automation tool that helps you generate leads, improve conversions and to better track your marketing investment ROI.
When working on sales and marketing activities in Twist, use this integration to pull SharpSpring data directly into a thread so your team can keep track of key information without having to switch apps.
How to connect SharpSpring to Twist using Zapier
- Visit Zapier.com and log in.
- Open Zapier’s Explore page.
- Here you can create a Zap that will connect SharpSpring to Twist.
- Select SharpSpring in the Connect this app field to the left and Twist in the with this one field to its right:
- Click the When this happens dropdown menu to select which SharpSpring action will trigger an event in Twist. Learn more about what each trigger does at the bottom left of the Zapier SharpSpring integration page.
- Click the then do this dropdown menu to select what action you’d like to take in Twist based on the SharpSpring trigger event. Learn what each Twist action does in the bottom right of the Zapier Twist integration page.
- When you’ve found the combination you like, click Make a Zap!
- Follow the instructions to log in to your respective accounts and set the Zap in place with the options that suit you best.
- Finally, click Finish to create your Zap. Once your Zap is created, make sure to toggle your Zap "on." It's now ready to go and will run automatically.