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Connect SharpSpring

How to connect your SharpSpring account to your AgencyAnalytics dashboard.

Matthew Davis avatar
Written by Matthew Davis
Updated over a week ago

SharpSpring

SharpSpring is a marketing automation platform designed to help businesses manage and optimize lead generation, customer engagement, and sales conversions.

Connecting SharpSpring to AgencyAnalytics lets you quickly and easily review your leads and opportunities as they move through the pipeline.

API and Data Access

  • SharpSpring doesn't return currency data via its API; users can manually select one in AgencyAnalytics

Click here to view all available SharpSpring metrics and learn what's possible with the integration!

πŸ”Œ Connect SharpSpring

To avoid a failed connection or error when integrating SharpSpring to a Client, the person connecting must have two separate pieces of identifying information from SharpSpring:

  • Account ID

  • Secret Key

If the above requirements are met, simply follow these steps to connect:

  1. Open the Client where you'd like to connect SharpSpring.

  2. Click Integrations (plug icon) on the left side menu.

  3. Click Connect Integration in the upper right corner.

  4. Search for SharpSpring in the search bar at the top, then click the SharpSpring card.

  5. Enter the Account ID and Secret Key fields, then click Save to finalize the integration setup.

With SharpSpring connected, you can view the pre-built integration dashboard to check out your data or start adding SharpSpring widgets to your custom dashboards and reports!

If your SharpSpring integration ever disconnects, follow the steps here.

πŸ’¬ 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 πŸ˜„

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