SharpSpring CRM integration

You can access SharpSpring CRM integration via Dux-Dash, CRM Connections page with Dux-Soup Turbo or Cloud. Once you install the SharpSpring connector, you can enable these options:

Create and update Opportunities - Opportunity is created for each profile on SharpSpring.

Please note that, Opportunity option will change to Needs Analysis once a prospect sends a reply on LinkedIn:

Update Contact after connecting - Dux-Soup updates contacts with relevant information once they become your 1st-degree connections

Please note that SharpSpring does not allow creating profiles without emails. So if the prospect does not have an email, the Dux-Soup connector will not transfer data to SharpSpring.

You can also select one of these filters:

Do not create & update People from profile views - Dux-Soup will not add prospects to your CRM when you are visiting profiles.

Create & update People from connected profiles - Dux-Soup will collect data and update your CRM with 1st-degree connections only.

Create & update People from tagged profiles - you can select from a list of your tags, what tags (tagged profiles) should be worked on:

Create & update People from all profiles - Dux-Soup will add all prospects to your CRM when you use the Visit Profile or Visit & Connect functions.

You can also schedule Dux-Soup actions from your SharpSpring CRM account, such as messaging, enrolling contacts on a drip campaign and sending a connection request: