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SharpSpring

Step 1: Get your SharpSpring credentials

To integrate your SharpSpring account with Plecto, you first need to generate an account ID and API key. Follow the steps below:

  1. Log in to your SharpSpring account.

  2. Go to User Menu > Settings at the top of the page.

  3. In the left panel, click on API Settings under SharpSpring API.

  4. You will find your SharpSpring account ID under Account ID, and the API key under Secret Key.

  5. Click Generate New API Keys to get your API key.

  6. Move to Step 2.

Step 2: Integrate SharpSpring with Plecto

  1. In Plecto, go to Data sources > New data source > SharpSpring.

  2. (Optional) Rename your credentials.

  3. Insert your Account ID and Secret Key and click Next.

  4. Select the data you want to import.

  5. Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.

  6. Click Next to choose how much data to import and how long you want to keep it in the data source.

  7. Click Import to finish.

Available data

Our integration with SharpSpring currently allows you to import the following data:

  • Accounts

  • Campaigns

  • Deal stages

  • Email jobs

  • Email listing

  • Email performance

  • Events

  • Leads

  • Opportunities

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