SharpSpring

Follow the below steps to connect to the SharpSpring API.

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. Enable the integration and fill out all required fields.
5. Click Save to save the form.