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.

  1. Log in to your SharpSpring account and open your Dashboard.

  2. Click Your Profile Icon > Settings > API Settings.

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  3. Copy the Account ID and Secret Key to a safe place.

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  4. Go to Make and open the SharpSpring module's Create a connection dialog.

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  5. In the Connection name field, enter a name for the connection.

  6. 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

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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

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

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

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

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.

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

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