SharpSpring

SharpSpring (now Constant Contact Lead Gen & CRM) is a marketing-automation and CRM platform popular with agencies. Advanced Form Integration sends form submissions to SharpSpring as new leads.

What you’ll need

• An active SharpSpring (Constant Contact Lead Gen & CRM) account.
• Your SharpSpring Account ID and Secret Key (Settings → API).
• The Advanced Form Integration plugin installed and activated.

Connect SharpSpring to AFI

1. In WordPress, go to AFI → Settings → SharpSpring.
2. Enter the Account ID and Secret Key.
3. Click Save Changes.

Create the integration

1. Go to AFI → Add New.
2. Configure the trigger.
3. In Action → Platform, select SharpSpring.
4. In Task, choose Create Lead.
5. Map the form fields:

• Email Address (required), First Name, Last Name.
• Phone Number, Mobile Phone Number.
• Company Name, Title, Industry, Website.
• Address, City, State, Country, Zip Code.
• Lead Status, Lead Score.
• Custom fields by SharpSpring’s system_field_id.

1. Optional: configure Conditional Logic.
2. Click Save Integration.

Conditional logic example

Set the lead’s Lead Score to 75 only when the form’s pricing_page_visited hidden field is “yes”: a behavior signal that warrants prioritization in your sales queue.

Related docs

• Send Contact Form 7 to SharpSpring
• Conditional Logic