MarketSharp Zapier integrationAutomate MarketSharp with Zapier.
The MarketSharp Zapier integration does one job: it pushes leads in. Zapier offers 0 triggers, 1 action and 0 searches for MarketSharp, so another app always starts the Zap and MarketSharp receives the lead at the end of it.
Verified Trustpilot reviews · AI, automation & growth agency
What the MarketSharp Zapier integration actually does
MarketSharp is a CRM built for contractors, remodelers and home improvement firms: it keeps leads, customers and jobs in one place. Connecting it to Zapier lets another app hand it new leads without anyone retyping them. The link runs in one direction only: into MarketSharp, through a single action.
Three results you can get from that one action, Submit Lead. First, a fresh lead record: someone fills in the contact form on your site, and the name lands in MarketSharp with the lead capture source you picked. Second, a cleaner history for people who come back: when the person already exists, MarketSharp adds a new inquiry to the existing contact instead of creating a twin, so the second request sits next to the first. Third, a lead tagged by origin: one Zap per source, each with its own Custom Lead Capture, and you can tell later which channel brought whom.
Now what Zapier does not do here. It cannot start a Zap from MarketSharp: there is no trigger, so a new job, a status change or a signed contract in MarketSharp will never set anything off. It cannot look anything up in MarketSharp either, since there is no search step. And it cannot update or delete a record. If your plan depends on reading from the CRM, this integration will not cover it.
Before you pick a tool, see our n8n vs Zapier comparison, then our Zapier review.
Zapier vocabulary in one minute
Seven words come back on every line of this page. Here they are in plain English, once.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run each time the trigger event happens.
- Trigger
- The event in an app that starts the Zap. Once the Zap is switched on, Zapier waits for it. MarketSharp has none.
- Action
- What the Zap does after it starts: the step that writes, sends or moves something. Submit Lead is the only one MarketSharp offers.
- Task
- The unit Zapier bills: one action your Zap completes successfully. The allowance on your plan is a count of those.
- Polling vs instant
- A polling trigger is checked by Zapier on a timer. An instant trigger is reported by the app itself, so nothing waits for a check.
- Filter
- A step that lets the Zap continue only when the incoming data meets the condition you set, and stops it otherwise.
- Search step
- A step that looks up something already stored in an app so later steps can use it. MarketSharp offers no search step on Zapier.
What a MarketSharp Zap costs you
MarketSharp is not a premium app on Zapier, so it works on the free plan. The bill is counted in tasks, and only one thing in this Zap creates them.
- Free plan100 tasks a month, two-step Zaps
- Premium appNo, works on the free plan
- BilledEach successful Submit Lead
- Not billedThe trigger and every check
The trigger from the other app costs nothing, and neither does Zapier checking for new data. Each Submit Lead that goes through counts as one task; a lead that fails is not counted. The free plan gives 100 tasks a month and unlimited Zaps, but each Zap stops at two steps: one trigger, one action. Add a filter and the Zap becomes a multi-step Zap (any Zap beyond one trigger and one action), which needs a paid plan. The interval grid below applies to the polling trigger of the app that starts the Zap, since MarketSharp has no trigger of its own.
Connect MarketSharp to Zapier in three steps
- 01
Open your connections
In your Zapier account, go to the Apps page and click + Add connection. You need an existing MarketSharp account first; Zapier links to it, it does not replace it.
- 02
Find MarketSharp
Type MarketSharp in the search box of the dialog, pick it from the list, then click Add connection. A new browser tab opens on the MarketSharp side for the sign-in.
- 03
Sign in and allow access
Log in to MarketSharp in that tab and grant Zapier access. The connection, meaning your account linked once and reused by every step, now shows on the Apps page. If the account is not yours, make sure it has write access to leads.
Your first Zap: website inquiries into MarketSharp
GoalEvery request from the quote form on your site becomes a MarketSharp lead, but only when the visitor left a last name.
- 01
Start from the form
Create a Zap and pick your form tool as the trigger app, with its new-entry event. MarketSharp cannot open the Zap, so the starting point is always another app.
- 02
Test the trigger
Run the test: Zapier brings back the three most recent entries from the connected account. Pick one with a real name, so the mapping is built on actual data.
- 03
Add the filter
From the plus icon, add Filter, then fill the field, the rule and the value. Choose a text rule for a text field. This step makes the Zap multi-step, so a paid plan.
- 04
Map Submit Lead
Add MarketSharp with Submit Lead. Choose the Custom Lead Capture for this form, then map First Name and Last Name from the entry picked in the test.
- 05
Test and publish
Test the action once and read what MarketSharp sent back. If the lead shows up correctly, click Publish to switch the Zap on.
The MarketSharp action available in Zapier
MarketSharp gives you 1 action. For each one: what it does for you, when to reach for it, and what to watch out for.
Submit Lead
ActionIn Zapier“Submits a new Lead to your MarketSharp system. If the Lead already exists, then a new Inquiry is appended to the contact.”
Drops a lead into MarketSharp under the lead capture source you choose. If that person is already in the CRM, MarketSharp attaches a new inquiry to the existing contact rather than creating a second one.
When a MarketSharp Zap breaks
Zapier attaches no help article to MarketSharp, and the source lists no limit specific to the app. What can go wrong comes from how Zapier works in general.
Four cases are worth knowing before you publish, each with a simple way around it. If a Zap keeps failing anyway, our Zapier troubleshooting page is the next stop.
Old leads are not picked up
A Zap only reacts to what happens after you switch it on. Form entries received before that stay where they are; moving the backlog into MarketSharp is a separate job.A required name is empty
Submit Lead needs both First Name and Last Name. If the trigger app sends an entry without one of them, the action cannot go through, and a failed action costs no task.A bulk import gets held back
If the trigger app suddenly returns a huge batch, after an import or a migration, Zapier's flood protection can hold those items back instead of sending them all on.The same entry twice
On a polling trigger, Zapier remembers what it has already seen, so one entry does not start the Zap twice. If the same person sends a second request, MarketSharp adds an inquiry to the existing contact.
Need help automating MarketSharp with Zapier?
A person reads every message.
