SharpSpring
Connecting SharpSpring to AgencyAnalytics lets you quickly and easily review your leads and opportunities as they move through the pipeline. Once connected, you can pull SharpSpring data into a pre-built dashboard or add SharpSpring widgets to any custom dashboard or report.
Review leads and opportunities as they move through your pipeline
View SharpSpring data on a pre-built integration dashboard
Add SharpSpring widgets to custom dashboards and reports
SharpSpring doesn't return currency data through its API, so you'll need to manually select a currency in AgencyAnalytics. View all available SharpSpring metrics to see what's possible with this integration.
SharpSpring was acquired by Constant Contact and was rebranded to Lead Gen & CRM in February 2025. Their API still uses the name SharpSpring, so AgencyAnalytics continues to refer to this integration as SharpSpring throughout the platform.
Before You Start
To avoid a failed connection or error when connecting SharpSpring to a Client, the person connecting needs two pieces of identifying information from SharpSpring:
Account ID
Secret Key
Connect SharpSpring
Once you have your Account ID and Secret Key ready, follow these steps to connect SharpSpring to a Client:
Step 1: Open the Client where you'd like to connect SharpSpring, then click the Data Sources tab at the top.
Step 2: Click the blue Connect Data Source button in the upper right corner of the page.
Step 3: Search for SharpSpring in the search bar at the top, then click the SharpSpring card.
Step 4: Enter your Account ID and Secret Key, then click Save to finalize the integration setup.
Once SharpSpring is connected, you can view the prebuilt integration dashboard to view your data right away. You can also start adding SharpSpring widgets to your custom dashboards and reports to track the metrics that matter most to your client.
If your SharpSpring integration ever disconnects, follow the steps in this article to reconnect it.
FAQ
Can I use the SharpSpring integration if my client's account shows "Lead Gen & CRM"?
Yes. Constant Contact's Lead Gen & CRM is the rebranded name for SharpSpring. It's not the same as AgencyAnalytics's separate Constant Contact integration, which connects to the Constant Contact email marketing platform. If your client's account references pipelines, leads, or opportunities, use the SharpSpring integration described in this article rather than the Constant Contact one.
Why don't I see older SharpSpring data in my dashboard?
SharpSpring's API only returns the last 3 months of data. Anything older than that isn't available to pull into AgencyAnalytics.
đŹ Need additional help?
If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help đ