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Import from SharePoint / Teams / Power Automate

  • December 18, 2023
  • 1 reply
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Hi,

I am trying to see if there is a way to move data collected in SharePoint/Teams to Smokeball.  We collect our preliminary data in Teams (which is SharePoint in the background) and only move solid leads to Smokeball.  I don’t mind using Power Automate if there is a connector, but if there is an easier way, I’d like to use that.

If anyone has used Smokeball templates with MS Word Quick Parts, I’d love to hear your lessons learned.

Best answer by Skiles

@Chris.Alvarez9 you can use the Zapier integration to create a lead.  As you collect info in Sharepoint and are ready to move the lead over, then Zapier can create the lead, create the contact, create a Memo with whatever text you want, and upload the files to the lead.  There’s only certain things the Zapier connection can do but create a lead is one of them.

I would love to see what you have setup in Teams to screen the leads.  I’ve recently been trying to get something smooth setup because we get a LOT of spam on our web page and I don’t want SEO companies, lead services, or other advertisers created as leads in Smokeball.  I only want the actual leads to be created.  Would love suggestions on this.

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  • SkilesRegular
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  • December 18, 2023

@Chris.Alvarez9 you can use the Zapier integration to create a lead.  As you collect info in Sharepoint and are ready to move the lead over, then Zapier can create the lead, create the contact, create a Memo with whatever text you want, and upload the files to the lead.  There’s only certain things the Zapier connection can do but create a lead is one of them.

I would love to see what you have setup in Teams to screen the leads.  I’ve recently been trying to get something smooth setup because we get a LOT of spam on our web page and I don’t want SEO companies, lead services, or other advertisers created as leads in Smokeball.  I only want the actual leads to be created.  Would love suggestions on this.

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