Overview
SharpSpring is listed in HelloGrowthCRM's marketing & email catalog as an available integration. Marketing automation & CRM Typical setup starts with Open HelloGrowthCRM and go to Settings → Integrations → SharpSpring.
What data is involved
- SharpSpring workflow data is organized under the Marketing & Email category in HelloGrowthCRM's integrations directory.
- The page highlights the core SharpSpring use case, setup path, and the CRM workflow context teams usually care about first.
- Before go-live, confirm which records, events, or credentials should move between HelloGrowthCRM and SharpSpring.
Step-by-step setup
Setup at a glance (3-5 bullets)
- Open HelloGrowthCRM and go to Settings → Integrations → SharpSpring.
- In SharpSpring (Constant Contact Lead Gen & CRM), generate your Account ID and Secret Key under Settings → API Settings and paste them into the connection form.
- Map SharpSpring lead fields to CRM contact fields, including lead score and campaign attribution if you use them.
- Choose the sync direction — pull SharpSpring leads into the CRM pipeline, push CRM updates back, or both.
- Create a test lead in SharpSpring and confirm it arrives in the CRM with its score and source populated.
Sign in or sign up at HelloGrowthCRM. Open the login page, enter your credentials (or use Google), or choose Sign up if you need a new account. You must be signed in before you can open Settings and connect this integration.
Open login page(opens in a new tab)app.hellogrowthcrm.com/login
Open Settings. In the left sidebar, under Admin, click Settings (you will land on the Settings area; the URL is app.hellogrowthcrm.com/settings).
Open Settings(opens in a new tab)app.hellogrowthcrm.com/settings
Go to Integrations. On the Settings screen, use the middle settings menu. Under COMMUNICATION, click Integrations (star icon). Then find and configure this connector—the connector-specific steps below pick up from here.
Open Settings (Integrations)(opens in a new tab)app.hellogrowthcrm.com/settings
- Open HelloGrowthCRM and go to Settings → Integrations → SharpSpring.
- In SharpSpring (Constant Contact Lead Gen & CRM), generate your Account ID and Secret Key under Settings → API Settings and paste them into the connection form.
- Map SharpSpring lead fields to CRM contact fields, including lead score and campaign attribution if you use them.
- Choose the sync direction — pull SharpSpring leads into the CRM pipeline, push CRM updates back, or both.
- Create a test lead in SharpSpring and confirm it arrives in the CRM with its score and source populated.
Best practices
- Start with one narrow SharpSpring workflow before expanding the integration to more teams or records.
- Validate field mapping, ownership rules, and alerting so SharpSpring activity lands on the right CRM records.
- Keep API keys, OAuth credentials, and webhook secrets for SharpSpring in your normal production secret-management process.
Best for & common use cases
Agencies and SMBs running marketing automation in SharpSpring while managing the sales pipeline in a separate CRM.
- Hand marketing-qualified SharpSpring leads to sales with score and campaign history attached.
- Sync closed-won outcomes back so SharpSpring attribution reports reflect real revenue.
Expected outcomes
- Faster lead handoff between tools and CRM owners
- Cleaner activity history for follow-up and reporting
- Lower manual copy-paste errors in the pipeline
FAQ
Governance
Treat API keys and webhooks as production secrets. Align field mapping with your privacy policy and regional regulations (GDPR, marketing consent, telemarketing rules). Your admin controls which roles can install or edit integrations.
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