Actionist·SharpSpring
SharpSpring

SharpSpring

· #428 most-used

Turn every lead, campaign, and opportunity into an automated revenue signal

CRMSalesMarketingAnalyticsEmail MarketingLead Generation

SharpSpring is a revenue growth platform that combines marketing automation, CRM, and sales tools in a single system — built for agencies and SMBs that need to capture leads, run nurture campaigns, and close deals without juggling multiple platforms. Connect SharpSpring to Actionist and your agents can create and update leads from any source, build opportunities from qualified contacts, enroll leads in the right campaigns based on behaviour, and sync pipeline data to your finance and operations tools — all without manual CRM work.

Try SharpSpring with ActionistVisit SharpSpring
Average time saved
14 hours
per person · per month
≈ 2 workdays back

Eliminates manual work. Agents eliminate manual lead routing, CRM data entry, campaign attribution tagging, pipeline export-and-format cycles, and consent compliance reviews — the repetitive back-office work that grows proportionally with lead volume.

Schedule

What your SharpSpring agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
Tue–Thu
Tue
Wed
Thu
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

SharpSpring × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
5Apps spanned
~23 hrsSaved / week
4Personas served
For marketing
Featured3 apps

Demo request captured, CRM updated, and call booked in one pass

When a visitor submits a demo request form tracked by SharpSpring, the agent upserts the lead in the CRM, enrolls them in the demo nurture campaign, books the next available calendar slot, and alerts the assigned rep in Slack — the entire intake sequence runs without anyone touching the CRM or calendar manually.

~5 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When a demo request form is submitted via SharpSpring tracking
Trigger
Step 1
SharpSpring
Detect New Form Fillout Event for demo request form
write
Step 2
SharpSpring
Create/Update Lead with submitted contact and company data
write
Step 3
SharpSpring
Add Lead to the Demo Request nurture campaign
write
Step 4
Google Calendar
Create a discovery call event for the next available 30-minute slot
write
Step 5
Slack
Post lead profile and booked call time to #sales Slack channel
Result
Create/Update Lead with submitted contact and company dataAdd Lead to the Demo Request nurture campaignCreate a discovery call event for the next available 30-minute slotPost lead profile and booked call time to #sales Slack channel
The win
Saved per run
15 min
Runs / week
~20×
Every demo request is in the CRM and a call is booked within about a minute
Driven byMarketing Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    30 min / week
    Manual lead-to-deal conversion

    Reps check the lead queue, decide which contacts qualify, manually create an opportunity in SharpSpring, and assign it themselves — repeated for every new lead above threshold.

    Sales Agent
    0 min
    Agent creates opportunities from qualified leads automatically

    When a SharpSpring lead crosses a score threshold, the agent creates an opportunity, sets the stage, and alerts the rep — without anyone opening the CRM.

  • Marketing
    25 min / week
    Manual campaign attribution cleanup

    Marketing manually reviews untagged leads, matches them to campaigns by source, and updates SharpSpring records every week — a repetitive process that falls behind during busy campaign periods.

    Marketing Agent
    0 min
    Agent keeps campaign attribution current automatically

    New leads are attributed to the correct SharpSpring campaign within about a minute of creation — no manual campaign tagging or weekly export clean-up needed.

  • Customer Support
    45 min / week
    Manual CRM lookup for support tickets

    Support reps manually search SharpSpring for the customer, check open opportunities, and copy deal context into the ticket — adding 3-5 minutes to every ticket that involves an existing prospect.

    Customer Support Agent
    0 min
    Agent surfaces deal context on every support ticket

    When a support ticket arrives, the agent fetches the sender's SharpSpring profile and opportunity status, giving the rep full CRM context before they reply.

  • Human Resources
    20 min / week
    Manual consent and DNC status monitoring

    HR periodically exports SharpSpring leads and manually cross-references the DNC list against active campaigns — a slow process that leaves a window for accidental non-compliant outreach.

    Human Resources Agent
    0 min
    Agent flags consent conflicts before any outreach occurs

    The agent sweeps SharpSpring weekly for DNC leads linked to active opportunities, alerting HR and legal before any further contact is made.

  • Finance
    90 min / week
    Manual pipeline-to-forecast export

    Finance requests a CRM export from sales, reformats it for the forecast model, and updates the revenue spreadsheet — a process that takes 2-3 hours per week and is stale by the time it is done.

    Finance Agent
    0 min
    Agent keeps the revenue forecast current from live pipeline

    The finance agent reads SharpSpring opportunities weekly and writes deal deltas to the forecast sheet — leadership always sees a number that reflects this week's pipeline, not last quarter's export.

  • Operations
    60 min / week
    Manual CRM data quality reviews

    The CRM admin manually exports records, filters for missing fields, reviews custom field usage, and prepares a cleanup report — a task that accumulates until it becomes a quarterly fire drill.

    Operations Agent
    0 min
    Agent audits CRM data quality and detects schema changes weekly

    The operations agent checks SharpSpring leads and accounts for missing fields, identifies cold records for cleanup, and flags undocumented custom fields — all without anyone logging into the CRM.

  • Legal
    45 min / week
    Manual GDPR and consent audit

    Legal manually exports SharpSpring leads, filters for EU/UK contacts, checks consent fields row by row, and reviews erasure requests against the CRM — a weekly compliance burden that grows with lead volume.

    Legal Agent
    0 min
    Agent runs GDPR compliance checks without manual review

    The legal agent audits consent fields, surfaces erasure requests, and flags high-value deals missing legal sign-off — on a weekly schedule, before audits or regulators raise issues.

+ 100s of other SharpSpring automations
Average time saved
32 hrs / person / month
Calculator

Calculate what your team saves

Team size
5 people
Hourly rate
$75 / hr
Hours saved / week
18
Hours saved / year
875
Annual ROI
$65,625

Based on SharpSpring's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.5 hrs / person / week of admin work automated.

Connect

How to plug SharpSpring into Actionist

Pick the connection method that suits your environment.

Connect using your SharpSpring Account ID and Secret Key from the API Settings panel. No OAuth flow — credentials are available to any admin user and grant access to the full SharpSpring API.

1
Open Account Settings

Log in to SharpSpring, go to Admin in the top navigation, then click Account Settings.

2
Copy your API credentials

Click the API Settings tab. Your Account ID and Secret Key are listed here. If no key exists, click Generate API Credentials.

3
Paste into Actionist and test

Paste your Account ID and Secret Key into the fields below and click Test Connection. Actionist will confirm access before any agent tasks run.

Credentials you'll need
Account ID*
SharpSpring → Admin → Account Settings → API Settings → Account ID
Secret Key*
SharpSpring → Admin → Account Settings → API Settings → Secret Key
Actions

14 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

6 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

FAQs

Questions about SharpSpring + Actionist

How does Actionist connect to SharpSpring?
Go to the Apps tab in Actionist, find SharpSpring, and click Connect. You will need your SharpSpring Account ID and Secret Key, both available under Admin > Account Settings > API Settings in your SharpSpring account. Paste both values into the credential fields in Actionist and click Test Connection. Actionist runs a read-only API call to confirm access before any agent tasks run.
Does Actionist need admin credentials for SharpSpring?
Yes. SharpSpring's API supports account-level access scoped to the credentials you generate. Actionist uses the Account ID and Secret Key you provide, so it inherits the permissions of the user who generated them. For most agent tasks — reading leads, creating opportunities, fetching campaign data — a standard user with CRM and marketing access is sufficient. Admin credentials are only needed if agents need to read or write custom field definitions.
What are the most common automations teams build with SharpSpring in Actionist?
The most common patterns are: (1) lead routing — when a new lead comes in from a web form or ad campaign, the agent enriches it in SharpSpring and notifies the right sales rep; (2) CRM sync — creating or updating SharpSpring leads when contacts are added or modified in another tool like HubSpot or Salesforce; (3) opportunity tracking — automatically creating SharpSpring opportunities when deals progress in a spreadsheet or project tool; (4) campaign kick-offs — creating a SharpSpring campaign when a new marketing initiative starts in Notion or a project management app.
How quickly do SharpSpring triggers fire in Actionist?
SharpSpring uses a polling-based trigger model — Actionist checks for new events (new leads, new email opens, form fillouts, page visits, new opportunities) on a regular cadence, typically within about a minute of the event occurring. There are no native real-time push webhooks from SharpSpring to Actionist; the agent detects changes by comparing state at each poll interval. For latency-sensitive workflows, pairing a SharpSpring trigger with a downstream action that handles time-critical steps (like sending a Slack notification or creating a follow-up task) keeps response times practical.
Can I combine SharpSpring with other apps in the same Actionist workflow?
Yes — SharpSpring is most useful in Actionist when connected to the rest of your revenue stack. Common multi-app combinations: trigger on New Lead in SharpSpring and create a contact in HubSpot; trigger on a new Google Ads form submission and create a SharpSpring lead; use a SharpSpring opportunity as the trigger to open a deal in Pipedrive or log revenue in Google Sheets; or post a Slack alert when a high-scoring lead hits a SharpSpring threshold. Any of Actionist's 200+ connected apps can participate in the same workflow.
How do I avoid creating duplicate leads in SharpSpring?
Use Create/Update Lead instead of a raw Create. SharpSpring's API will upsert the record based on email address — if a lead with that email already exists it is updated, if not a new lead is created. This is the recommended approach for any ingestion pipeline where the same contact may arrive through multiple channels (ads, organic, referral) to avoid duplicate lead records polluting your CRM.
Can Actionist write to custom fields in SharpSpring?
Yes. SharpSpring supports custom fields on leads, accounts, and opportunities via its API. In Actionist, when you configure a Create/Update Lead or Create/Update Opportunity action you can map values to any custom field defined in your SharpSpring account. To find your custom field system names, go to Admin > Fields in SharpSpring — the system name (e.g. 'custom_field_1') is what you use when mapping data in Actionist.
Do SharpSpring behavioral triggers work for anonymous visitors?
SharpSpring's New Page Visit Event and New Form Fillout Event triggers in Actionist fire based on behavioral tracking data SharpSpring captures through its tracking script. These events are available for contacts that have already been identified in your SharpSpring account (i.e., they submitted a form at least once, so SharpSpring knows who they are). Anonymous visitors are not surfaced as named leads through these triggers. Once a contact is identified, all subsequent tracked page visits and form submissions are available as trigger events.