SharpSpring

The SharpSpring modules allow you to monitor, create, update, list, retrieve, and delete the accounts, campaigns, leads, opportunities, emails, pages, and forms in your SharpSpring account.

Getting Started with SharpSpring

Prerequisites

A SharpSpring account

In order to use SharpSpring with Make, it is necessary to have a SharpSpring account. If you do not have one, you can create a SharpSpring account at sharpspring.com/.

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

Connecting SharpSpring to Make

To connect your SharpSpring account to Make you need to obtain the API Key from your SharpSpring account and insert it in the Create a connection dialog in the Make module.

Log in to your SharpSpring account and open your Dashboard.
Click Your Profile Icon > Settings > API Settings.
Copy the Account ID and Secret Key to a safe place.
Go to Make and open the SharpSpring module's Create a connection dialog.
In the Connection name field, enter a name for the connection.
In the Account ID and Secret Key field, enter the details copied in step 3 respectively and click Continue.

The connection has been established.

Leads

Watch Leads

Triggers when a new lead is created.

Connection	Establish a connection to your SharpSpring account.
Limit	Set the maximum number of leads Make should return during one execution cycle.

List Leads

Gets a list of leads.

Connection	Establish a connection to your SharpSpring account.
Emails	Select or map the email addresses to list the leads that match the specified emails.
Custom Fields	Select or map the custom fields to list the leads that match the specified fields.
Limit	Set the maximum number of leads Make should return during one execution cycle.

Get a Lead

Gets a lead by ID.

Connection	Establish a connection to your SharpSpring account.
Lead ID	Select or map the Lead ID whose details you want to retrieve.

Create a Lead

Creates a new lead.

Connection	Establish a connection to your SharpSpring account.
Email	Enter (map) the lead's email address.
Account ID	Select or map the Account ID associated with the lead.
Owner ID	Select or map the Owner ID associated with the lead.
Campaign ID	Select or map the Campaign ID from which you received the lead details.
Lead Status	Select the status of the lead: Set an Open Lead Set as Unqualified Lead Set as Qualified Lead Set as Contractor Set as Customer New Opportunity
Lead Score	Enter (map) the lead score applicable for the SharpSpring.
Lead Score Weighted	Enter (map)the lead score weighted for the probability to convert to a customer.
Persona	Enter (map) the qualities of the lead.
Active	Select whether the lead is active.
First Name	Enter (map) the first name of the lead.
Last Name	Enter (map)the last name of the lead.
Company Name	Enter (map) the lead's company name.
Title	Enter (map) the position of the lead in the lead's company.
Street	Enter (map) the lead's or lead's company address. Enter the street name.
City	Enter (map) the lead's city name.
Country	Enter (map) the lead's country name.
State	Enter (map) the lead's state name.
Zip Code	Enter (map) the area lead's zip code.
Website	Enter (map) the lead's company website address.
Phone Number	Enter (map) the lead's phone number.
Tracking ID	Enter (map) the lead's tracking ID information.
Office Phone Number	Enter (map) the lead's office phone number.
Phone Number Extension	Enter (map) the lead's extension number.
Mobile Phone Number	Enter (map) the lead's mobile phone number.
Fax Number	Enter (map) the lead's fax number.
Description	Enter (map) the details of the lead.
Industry	Enter (map) the industry in which the lead's company does business in.
Is Unsubscribed	Select whether the lead is unsubscribed.
Is Qualified	Select whether the lead is qualified.
Is Contact	Select whether the lead is a contact.
Is Customer	Select whether the lead is a customer.
Status	Select the status of the lead: Unqualified Lead Open Lead Qualified Lead Contact Customer
Custom Fields	Add the custom fields and their values for the lead.

Update a Lead

Updates an existing lead.

Connection	Establish a connection to your SharpSpring account.
Lead ID	Select or map the Lead ID whose details you want to update.
Email	Enter (map) the lead's email address.
Account ID	Select or map the Account ID associated with the lead.
Owner ID	Select or map the Owner ID associated with the lead.
Campaign ID	Select or map the Campaign ID from which you received the lead details.
Lead Status	Select the status of the lead: Set an Open Lead Set as Unqualified Lead Set as Qualified Lead Set as Contractor Set as Customer New Opportunity
Lead Score	Enter the lead score applicable for the SharpSpring.
Lead Score Weighted	Enter the lead score weighted for the probability to convert to a customer.
Persona	Enter (map) the qualities of the lead.
Active	Select whether the lead is active.
First Name	Enter (map) the first name of the lead.
Last Name	Enter (map) the last name of the lead.
Company Name	Enter (map) the lead's company name.
Title	Enter (map) the position of the lead in the lead's company.
Street	Enter (map) the lead's or lead's company address. Enter the street name.
City	Enter (map) the lead's city name.
Country	Enter (map) the lead's country name.
State	Enter (map) the lead's state name.
Zip Code	Enter (map) the area lead's zip code.
Website	Enter (map) the lead's company website address.
Phone Number	Enter (map) the lead's phone number.
Tracking ID	Enter (map) the lead's tracking ID information.
Office Phone Number	Enter (map) the lead's office phone number.
Phone Number Extension	Enter (map) the lead's extension number.
Mobile Phone Number	Enter (map) the lead's mobile phone number.
Fax Number	Enter (map) the lead's fax number.
Description	Enter (map) the details of the lead.
Industry	Enter (map) the industry in which the lead's company does business in.
Is Unsubscribed	Select whether the lead is unsubscribed.
Is Qualified	Select whether the lead is qualified.
Is Contact	Select whether the lead is a contact.
Is Customer	Select whether the lead is a customer.
Status	Select the status of the lead: Unqualified Lead Open Lead Qualified Lead Contact Customer
Custom Fields	Add the custom fields and their values for the lead.

Delete a Lead

Deletes a lead from your account.

Connection	Establish a connection to your SharpSpring account.
Lead ID	Select or map the Lead ID you want to delete.

Accounts

Watch Accounts

Triggers when a new account is created.

Connection	Establish a connection to your SharpSpring account.
Limit	Set the maximum number of accounts Make should return during one execution cycle.

List Accounts

Gets a list of accounts.

Connection	Establish a connection to your SharpSpring account.
Owner ID	Select or map the Owner ID whose accounts you want to list.
Limit	Set the maximum number of accounts Make should return during one execution cycle.

Get an Account

Gets an account by ID.

Connection	Establish a connection to your SharpSpring account.
Account ID	Select or map the Account ID whose details you want to retrieve.

Create an Account

Creates a new account.

Connection	Establish a connection to your SharpSpring account.
Account Name	Enter (map) the account name.
Owner ID	Select the Owner ID to whom the account is assigned.
Industry	Select or map the industry the account does business in.
Phone	Enter (map) the account's phone number.
Annual Revenue	Enter (map) the account's company annual revenue amount.
Number of Employees	Enter (map) the number of employees in the account's company.
Website	Enter (map) the account's or account's company website.
Fax	Enter (map) the account's fax number.
Year Started	Enter (map) the year in which the account was opened or created.
Billing City	Enter (map) the account's billing city name.
Billing Country	Enter (map) the account's billing country name.
Billing Postal Code	Enter (map) the account's billing area post name.
Billing State	Enter (map) the account's billing state name.
Billing Street Address	Enter (map) the account's billing address. Enter the street name.
Shiping City	Enter (map) the account's shipping city name.
Shipping Country	Enter (map) the account's shipping country name.
Shipping Postal Code	Enter (map) the account's shipping area postal code.
Shipping State	Enter (map) the account's shipping state name.
Shipping Street Address	Enter (map) the account's shipping address. Enter the street name.

Update an Account

Updates an existing account.

Connection	Establish a connection to your SharpSpring account.
Account ID	Select or map the Account ID whose details you want to update.
Account Name	Enter (map) the account name.
Owner ID	Select the Owner ID to whom the account is assigned.
Industry	Select or map the industry the account does business in.
Phone	Enter (map) the account's phone number.
Annual Revenue	Enter (map) the account's company annual revenue amount.
Number of Employees	Enter (map) the number of employees in the account's company.
Website	Enter (map) the account's or account's company website.
Fax	Enter (map) the account's fax number.
Year Started	Enter (map) the year in which the account was opened or created.
Billing City	Enter (map) the account's billing city name.
Billing Country	Enter (map) the account's billing country name.
Billing Postal Code	Enter (map) the account's billing area post name.
Billing State	Enter (map) the account's billing state name.
Billing Street Address	Enter (map) the account's billing address. Enter the street name.
Shiping City	Enter (map) the account's shipping city name.
Shipping Country	Enter (map) the account's shipping country name.
Shipping Postal Code	Enter (map) the account's shipping area postal code.
Shipping State	Enter (map) the account's shipping state name.
Shipping Street Address	Enter (map) the account's shipping address. Enter the street name.

Delete an Account

Deletes an account from your account.

Connection	Establish a connection to your SharpSpring account.
Account ID	Select or map the Account ID you want to delete.

Campaigns

List Campaigns

Gets a list of campaigns.

Connection	Establish a connection to your SharpSpring account.
Owner ID	Select or map the Owner ID whose accounts you want to list.
Limit	Set the maximum number of campaigns Make should return during one execution cycle.

Get a Campaign

Gets a campaign by ID.

Connection	Establish a connection to your SharpSpring account.
Campaign ID	Select or map the Campaign ID whose details you want to retrieve.

Create a Campaign

Creates a new campaign.

Connection	Establish a connection to your SharpSpring account.
Campaign Name	Enter a name for the campaign.
Is Active	Select whether the campaign is active.
Campaign Type	Enter (map) the campaign type. For example, `Promotional events`.
Campaign Alias	Enter (map) the alias name of the campaign.
Campaign Origin	Enter (map) the source of the campaign. For example, `Expo`.
Quantity	Enter (map) the number of items in the campaign.
Price	Enter (map) the amount spent on the campaign.
Goal	Enter (map) the amount the campaign aims to generate.
Start Date	Enter (map) the date when the campaign starts. See the list of supported date and time formats.
End Date	Enter (map) the date when the campaign ends. See the list of supported date and time formats.
Other Costs	Enter (map) the other cost involved in the campaign.

Update a Campaign

Updates an existing campaign.

Connection	Establish a connection to your SharpSpring account.
Campaign ID	Select or map the Campaign ID whose details you want to update.
Campaign Name	Enter a name for the campaign.
Is Active	Select whether the campaign is active.
Campaign Type	Enter (map) the campaign type. For example, `Promotional events`.
Campaign Alias	Enter (map) the alias name of the campaign.
Campaign Origin	Enter (map) the source of the campaign. For example, `Expo`.
Quantity	Enter (map) the number of items in the campaign.
Price	Enter (map) the amount spent on the campaign.
Goal	Enter (map) the amount the campaign aims to generate.
Start Date	Enter (map) the date when the campaign starts. See the list of supported date and time formats.
End Date	Enter (map) the date when the campaign ends. See the list of supported date and time formats.
Other Costs	Enter (map) the other cost involved in the campaign.

Delete a Campaign

Deletes a campaign from your account.

Connection	Establish a connection to your SharpSpring account.
Campaign ID	Select or map the Campaign ID you want to delete.

Opportunities

Watch Opportunities

Triggers when a new opportunity is created.

Connection	Establish a connection to your SharpSpring account.
Owner ID	Select or map the Owner ID whose accounts you want to list.
Limit	Set the maximum number of opportunities Make should return during one execution cycle.

List Opportunities

Gets a list of opportunities.

Connection	Establish a connection to your SharpSpring account.
Owner ID	Select or map the Owner ID whose accounts you want to list.
Limit	Set the maximum number of opportunities Make should return during one execution cycle.

Get an Opportunity

Gets an opportunity by ID.

Connection	Establish a connection to your SharpSpring account.
Opportunity ID	Select or map the Opportunity ID whose details you want to retrieve.

Create an Opportunity

Creates a new opportunity.

Connection	Establish a connection to your SharpSpring account.
Opportunity Name	Enter (map) the opportunity name.
Owner ID	Select or map the Owner ID of the opportunity.
Deal Stage ID	Select or map the Deal stage ID of the opportunity.
Close Date	Enter (map) the date when the opportunity is closed.
Is Closed	Select whether the opportunity is closed.
Is Won	Select whether the opportunity is won.
Is Active	Select whether the opportunity is active.
Account ID	Select or map the Account ID associated with the opportunity.
Campaign ID	Select or map the Campaign ID from which you received the opportunity.
Probability to Close	Enter the probability percentage that you think this opportunity will successfully get closed. For example, `90%`.
Amount	Enter the amount expected in this opportunity.
Originating Lead ID	Select or map the originating Lead ID at the same time you create an opportunity.
Primary Lead ID	Select or map the Primary Lead ID for this opportunity if the opportunity has more than one lead assigned.

Update an Opportunity

Updates an existing opportunity.

Connection	Establish a connection to your SharpSpring account.
Opportunity ID	Select or map the Opportunity ID whose details you want to update.
Opportunity Name	Enter (map) the opportunity name.
Owner ID	Select or map the Owner ID of the opportunity.
Deal Stage ID	Select or map the Deal stage ID of the opportunity.
Close Date	Enter (map) the date when the opportunity is closed.
Is Closed	Select whether the opportunity is closed.
Is Won	Select whether the opportunity is won.
Is Active	Select whether the opportunity is active.
Account ID	Select or map the Account ID associated with the opportunity.
Campaign ID	Select or map the Campaign ID from which you received the opportunity.
Probability to Close	Enter the probability percentage that you think this opportunity will successfully get closed. For example, `90%`.
Amount	Enter the amount expected in this opportunity.
Originating Lead ID	Select or map the originating Lead ID at the same time you create an opportunity.
Primary Lead ID	Select or map the Primary Lead ID for this opportunity if the opportunity has more than one lead assigned.

Delete an Opportunity

Deletes an opportunity from your account.

Connection	Establish a connection to your SharpSpring account.
Opportunity ID	Select or map the Opportunity ID you want to delete.

Emails

Watch Emails

Triggers when a new email is opened.

Connection	Establish a connection to your SharpSpring account.
Limit	Set the maximum number of emails Make should return during one execution cycle.

Pages

Watch Pages

Triggers when a lead visits a new page.

Connection	Establish a connection to your SharpSpring account.
Limit	Set the maximum number of pages Make should return during one execution cycle.

Forms

Watch Forms

Triggers when a lead fills out a form.

Connection	Establish a connection to your SharpSpring account.
Limit	Set the maximum number of forms Make should return during one execution cycle.

Other

Make an API Call

Performs an arbitrary authorized API call.

For the list of available endpoints, refer to the SharpSpring API Documentation.

Connection	Establish a connection to your SharpSpring account.
Method	Select the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry.
Headers	Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String	Enter the request query string.
Body	Enter the body content for your API call.

Example of Use - Get Accounts

The following API call returns all the accounts from your SharpSpring account:

Method:

{"id": "5c7f6e76-5857-421e-b105-2e964f4f1d0d", "method": "getAccounts", "params": { "limit": 100, "where": {} } }

Matches of the search can be found in the module's Output under Bundle > Body > result > account.In our example, 10 accounts were returned:

In this section: