Integrationsokaysendsharpspring
okaysend + sharpspring

Connect okaysend and sharpspring to Build Intelligent Automations

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okaysend

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sharpspring

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Frequently Asked Questions

How do I start an integration between okaysend and sharpspring?

To start, connect both your okaysend and sharpspring accounts to viaSocket. Once connected, you can set up a workflow where an event in okaysend triggers actions in sharpspring (or vice versa).

Can we customize how data from okaysend is recorded in sharpspring?

Absolutely. You can customize how okaysend data is recorded in sharpspring. This includes choosing which data fields go into which fields of sharpspring, setting up custom formats, and filtering out unwanted information.

How often does the data sync between okaysend and sharpspring?

The data sync between okaysend and sharpspring typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from okaysend to sharpspring?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between okaysend and sharpspring?

Yes, you can set conditional logic to control the flow of data between okaysend and sharpspring. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

okaysend

About okaysend

OkaySend simplifies the process of collecting documents and files from clients.

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sharpspring

About sharpspring

Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.

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