SharpSpring CRM integration
You can access SharpSpring CRM integration via the STACKED Dashboard → App Connections page with all STACKED plans. 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 the Opportunity option will change to Needs Analysis once a prospect sends a reply on LinkedIn:
Update Contact after connecting - STACKED 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 STACKED connector will not transfer data to SharpSpring.
You can also select one of these filters:
Do not create & update People from profile views - STACKED will not add prospects to your CRM when you are visiting profiles.
Create & update People from connected profiles - STACKED 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, which tags (tagged profiles) should be worked on:
Create & update People from connected + tagged profiles - add tags to filter 1st-degree connections
Create & update People from all profiles - STACKED will add all prospects to your CRM when you use the Visit Profile or Visit & Connect functions.
Please note that as long as a LinkedIn prospect matches the filter criteria, they will be recorded or updated in your CRM. This applies to manual visits, visits triggered by drip campaign actions, and auto-visits.
You can also schedule STACKED actions from your SharpSpring CRM account, such as messaging, enrolling contacts on a drip campaign and sending a connection request:
