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Set up your first integration
Quickly connect SharpSpring to WordPress with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate SharpSpring with WordPress - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Account" from SharpSpring.
Add your action
An action happens after the trigger—such as "Upload Media" in WordPress.
You’re connected!
Zapier seamlessly connects SharpSpring and WordPress, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Account
A new Account is created in SharpSpring.
Try ItTriggerPolling - New Form Fillout Event
When a lead fills out a form in SharpSpring.
Try ItTriggerPolling - New Opportunity
A new Opportunity is created in SharpSpring.
Try ItTriggerPolling - Account Owner
- Account NameRequired
- Industry
- Phone
- Number of Employees
- Website
- Address
- City
- State
- Country
ActionWrite
- New Email Open Event
When a lead opens an email in SharpSpring.
Try ItTriggerPolling - New Lead
When a lead has been created in sharpspring.
Try ItTriggerPolling - New Page Visit Event
When a lead visits a new page in SharpSpring.
Try ItTriggerPolling - Campaign NameRequired
- Campaign Type
- Campaign Alias
- Campaign Origin
- Quantity
- Price
- Goal
- Other Costs
ActionWrite
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Practical ways you can use SharpSpring and WordPress
Create WordPress posts for new SharpSpring leads.
When a new lead is created in SharpSpring, Zapier will automatically create a new post in WordPress. This ensures the content team can immediately highlight new opportunities or share lead-specific updates, saving manual input time and ensuring consistency.
Marketing & Marketing OpsCapture new WordPress posts as SharpSpring leads.
Ensure every new WordPress post gets tracked. When a new post is created in WordPress, Zapier will add it as a new lead in SharpSpring. This automation keeps your projects aligned and helps the team act on new opportunities without delay.
Project ManagementLearn how to automate WordPress on the Zapier blog
Frequently Asked Questions about SharpSpring + WordPress integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with SharpSpring and WordPress
How do I integrate SharpSpring with WordPress?
You can integrate SharpSpring with WordPress through plugins or third-party tools like Zapier. Through these integrations, you can create triggers and actions, such as updating lead information or tracking submissions from your WordPress forms.
What are the common triggers for SharpSpring and WordPress integration?
Common triggers include new form submissions on WordPress, changes in lead fields in SharpSpring, or updates in contact records. These can be set to activate corresponding actions, such as email notifications or CRM updates.
Can I track form submissions from my WordPress site in SharpSpring?
Yes, you can track form submissions by setting up a trigger whenever a new submission occurs on your WordPress site. This can then be configured to create or update a contact in SharpSpring automatically.
Is it possible to update SharpSpring contacts with data from a WordPress form?
Absolutely. You can set up an action where any new information collected via a WordPress form automatically updates the relevant contact fields within SharpSpring.
How does authentication work when integrating SharpSpring with WordPress?
During the setup process, you'll need to authenticate both your SharpSpring and WordPress accounts either through API keys or OAuth authentication methods. It ensures data flow is secure between platforms while setting up triggers and actions.
Are there pre-built integration options available for connecting WordPress with SharpSpring?
Yes, there are pre-built options available within platforms like Zapier which facilitate connections without needing extensive technical knowledge. These pre-built zaps provide common triggers and actions ready to use.
What kind of actions can be triggered in Sharpspring from changes made on a WordPress site?
Actions such as sending automated emails, creating tasks, updating CRM data, or even messaging notifications can be triggered based on specified changes occurring on your WordPress site.