SharpSpring
With the SharpSpring app in , you can manage the accounts, campaigns, lead, opportunities, emails, pages, and forms in your SharpSpring account.
To use the SharpSpring app in , you must have a SharpSpring account.
To get started, you must first create a connection between SharpSpring and , 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 .
Before you create the connection in , 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 .
Once you have your Account ID and Secret key values, you're ready to create the connection in .
To create the connection:
Log in to your account, add a SharpSpring} module to your , 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 . If you want to make changes to your connection in the future, follow the steps here.
After connecting to the SharpSpring app, you can use the following types of modules to build your .