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SharpSpringPro

This guide assumes you have a SharpSpring account already.

Compatibility

Uses v1.2 of the REST API.

Endpoints

Maps data to the following endpoints:

  • Contacts

Does your project require something else?   Contact Us

Fields

Maps data to the following field types:

  • Standard
  • Custom

Setup Instructions

1

Create & get API Key from SharpSpring

  • Go to SharpSpring and log into your account.
  • At the top right corner, click on the profile icon and select Settings.
  • On the next page, on the left side Settings panel, under SharpSpring API, click the API Settings link.
  • You'll then see your keys for SharpSpring API under Account ID and Secret Key. Click the Generate New API Keys button if you wish to generate new ones (optional).
  • Copy the Account ID and Secret Key.
2

Set up Integration on your site

  • Go to the CRM section in Freeform Settings (Freeform → Settings → CRM).
  • Click the New Integration button at the top right.
  • Select SharpSpring (v1.2) from the Service Provider select dropdown.
  • Enter a name and handle for the integration.
  • Paste the SharpSpring Account ID and Secret Key into the Account ID and Secret Key field, respectively, in Freeform.
  • Click the Save button.
3

Verify Authorization

  • After the integration is saved, it'll return you to the list of CRM integrations.
  • Click into the newly created integration.
  • Confirm that there is a green circle with Authorized in the middle of the page.
4

Configure the Form

To use this integration on your form(s), you'll need to configure each form individually.

  • Visit the form inside the form builder.
  • Click on the Integrations tab.
  • Click on SharpSpring in the list of available integrations.
  • On the right side of the page:
    • Enable the integration.
    • Select the API endpoints you wish to map to.
    • Map Freeform fields to the SharpSpring fields as needed.
Finished!