SharpSpring Pro
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
- 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.
- 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.
- 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 green circle with Authorized in the middle of the page.
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!