SharpSpring

Connect SharpSpring to send enquiries to the records your team manages. You need access to configure the form in Craft and credentials for the destination account. The steps below establish the connection; finish by sending a test submission to verify the result.

Step 1. Create the Integration

1. Navigate to Formie → Settings → CRM.
2. Click the New Integration button.
3. Select SharpSpring as the Integration Provider.

Step 2. Connect to the SharpSpring API

1. Go to SharpSpring and login to your account.
2. Click on your profile dropdown on the top-right of the screen, and select Settings.
3. In the left-hand sidebar menu, click on API Settings.
4. Click the Generate New API Keys button.
5. Copy the Account ID from SharpSpring and paste in the Account ID field in Formie.
6. Copy the Secret Key from SharpSpring and paste in the Secret Key field in Formie.

Step 3. Provide Form Base URL

1. If you do not wish to map Formie Submission to a SharpSpring form, you can skip this step.
2. Click Marketing > Content > Forms in SharpSpring's top toolbar.
3. Click the Create Form button.
4. Enter a name for the form and select the Native Form radio button. Click the Continue button.
5. On the next screen, you'll be presented with embed instructions. We want to extract two bits of information.
6. Seach for the line __ss_noform.push(['baseURI', 'https://app-xxxx.marketingautomation.services/webforms/receivePostback/xxxx/']);
7. Copy the just the URL value from the embed code (between the single quotes) and paste in the Form URL field below.

Step 4. Test Connection

1. Save this integration.
2. Click on the Refresh button in the right-hand sidebar.

Step 5. Form Setting

1. Go to the form you want to enable this integration on.
2. Click the Integrations tab.
3. In the left-hand sidebar, select the name you gave the integration.
4. Choose the data objects (record types) you want to use, and enable their mapping options where available.
5. Map the required destination fields using the variable picker. Follow the requirements shown for each selected record type.
6. Enable the integration.
7. Click Save to save the form.

For a contact enquiry, map the visitor’s email and name where those fields are available.

Verify a Submission

Save the form, open it on your site and submit recognisable test values. Find the test record in the selected CRM destination. Check the mapped values and whether the integration created a record or updated an existing one as intended.

If nothing arrives, check whether integration conditions matched, whether the submission was complete and non-spam, and whether Craft’s queue has processed the job. A successful connection check verifies credentials; it does not prove that field mapping and delivery work. See Connect and Test an Integration for a complete mapping and verification workflow.