Marketing

SharpSpring

10min
with the sharpspring app in {{product name}} , you can manage the accounts, campaigns, lead, opportunities, emails, pages, and forms in your sharpspring account requirements to use the sharpspring app in {{product name}} , you must have a sharpspring account connect sharpspring and {{product name}} to get started, you must first create a connection between sharpspring and {{product name}} , allowing the two services to communicate to create the connection, you need to obtain an account id and secret key in your sharpspring account create the connection in {{product name}} obtain your account id and secret key in sharpspring before you create the connection in {{product name}} , you should first obtain an api key in your sharpspring account to obtain the api key log in to your sharpspring account click your profile icon > settings > api settings copy the account id and secret key values and store it in a safe place you'll use these values in the account id and secret key connection field in {{product name}} create the connection in {{product name}} once you have your account id and secret key values, you're ready to create the connection in {{product name}} to create the connection log in to your {{product name}} account, add a sharpspring} module to your {{scenario singular lowercase}} , and click create a connection optional in the ​​ connection name​​ field, enter a name for the connection in the ​​ account id field, enter the account id you copied from your sharpspring account in the secret key field, enter your secret key click save if prompted, authenticate your account and confirm access you've successfully created the connection and can now use the sharpspring app in your {{scenario plural lowercase}} if you want to make changes to your connection in the future, follow the steps here https //help make com/connect an application#tn2pj sharpspring modules after connecting to the sharpspring app, you can use the following types of modules to build your {{scenario plural lowercase}} leads watch leads list leads get a lead create a lead update a lead delete a lead accounts watch accounts list accounts get an account create an account update an account delete an account campaigns list campaigns get a campaign create a campaign update a campaign delete a campaign opportunities watch opportunities list opportunities get an opportunity create an opportunity update an opportunity delete an opportunity emails watch emails pages watch pages forms watch forms other make an api call sharpspring resources sharpspring api documentation