New Update
Create Record
CRM

Custom Integrations with

ShareCRM

AI-powered CRM to manage leads, sales, and workflows.

Rating
Avg. Time to Connect
2m
Avg. Integration Time Saved
8 Weeks
Built with
SOC II Compliance
New Lead Created
Triggered when a new lead is added to ShareCRM.
Lead Updated
Triggered when an existing lead’s record is updated.
New Contact Created
Triggered when a new contact is added.
Contact Updated
Triggered when a contact’s information is modified.
New Opportunity Created
Triggered when an opportunity changes its stage (e.g. from proposal → negotiation).
Opportunity Stage Changed
Triggered when an opportunity changes its stage (e.g. from proposal → negotiation).
New Task Created
Triggered when a new task is assigned in ShareCRM (e.g. follow-up, call).
Task Completed
Triggered when a task marked as “completed” in ShareCRM.
Plus 100s more
Create Lead
Add a new lead record in ShareCRM.
Update Lead
Modify one or more fields on an existing lead.
Delete Lead
Remove a lead from the system.
Create Contact
Add a new contact record (e.g. associated to lead or account).
Update Contact
Modify existing contact details.
Create Opportunity
Open a new sales opportunity / deal.
Update Opportunity
Change fields on an existing opportunity (e.g. amount, close date, status).
Create Task
Create a new task or activity associated with a lead, contact or opportunity.
Plus 100s more

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