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SharpSpring

Email Marketing

Manage leads in SharpSpring, now Constant Contact Lead Gen and CRM. Agents bulk create and update leads, add them to active lists for campaign targeting, report on sales opportunities, and inspect lead field definitions before building automations.

9 actions API key available
A batch of new form submissions lands from the intake form
Get Fields resolves the systemName of each custom field the batch will populate
Create Leads writes the whole batch in one call, each lead keyed by email, with per-record results returned
The agent reads the per-lead validation errors and requeues the fixable failures instead of dropping them
Add Members To List enrolls the successful leads in the nurture campaign's active list
The quarterly hygiene sweep stages duplicate and dead records for removal, with the evidence attached
The marketing ops lead reviews the staged batch, because Delete Leads removes records permanently and in bulk
Delete Leads executes the approved removals, and the run summary posts to the team channel

What This Integration Enables

SharpSpring, now Constant Contact Lead Gen and CRM, speaks bulk natively: its API creates, updates, and deletes leads in batches and reports success or failure per record. That shape is exactly what agent-driven lead operations need, and exactly what makes an unsupervised mistake expensive. FlowRunner agents use the batch shape for speed, sync leads from forms, stores, and other CRMs in single calls, and put a person in front of the one batch operation that cannot be taken back. - Sync leads from external systems into SharpSpring, keyed by email address - Bulk create and update leads from forms, spreadsheets, and other CRMs, with per-record error handling - Add leads to active lists for campaign targeting and segmentation - Report on sales opportunities and pipeline stages without manual exports - Discover custom field definitions before building create and update automations, and gate permanent deletions behind [human-in-the-loop](/concepts/human-in-the-loop) review

Without FlowRunner

Leads imported in weekend batches New contacts reach SharpSpring when someone runs the import, so nurture campaigns start days after interest peaked
Custom fields set by guesswork Nobody remembers the systemName of the field the automation needs, so data lands in the wrong place or not at all
Cleanup postponed indefinitely Duplicates and dead records pile up because bulk deletion is scary and manual deletion is endless

With FlowRunner

Batches written the hour they arrive Bulk creates run as submissions land, with per-record errors caught and requeued rather than silently lost
Field mapping checked before writing Agents read the field definitions first, so every create and update targets real fields by their real names
Hygiene with a reviewed kill list The sweep stages what should go and a person approves it, so the database shrinks on purpose

Use Case Scenarios

Form respondents become nurtured leads in one pass

Submissions collect in [Typeform](/integrations/typeform). On each run, the agent maps answers to lead fields using the definitions from Get Fields, writes the batch with Create Leads, and checks the per-record results. The successes flow straight into Add Members To List, enrolling them in the nurture campaign's active list. The failures, a malformed email, a missing required field, get flagged with their error text so a person can fix the source instead of wondering where leads went.

Every buyer becomes a lead the CRM actually knows

A new order fires from [Shopify](/integrations/shopify). The agent checks Get Leads for the buyer's email; existing customers get their record refreshed with Update Leads, new ones get captured with Create Leads, complete with company details where the order carries them. Marketing's segmentation and sales' follow-up both run on a lead database that mirrors the storefront by the hour, not by the import calendar.

Pipeline reporting straight from the deals

Each Monday, the agent pulls Get Opportunities filtered by pipeline stage, writes amounts, stages, close dates, and accounts to [Google Sheets](/integrations/google-sheets), and posts the movement summary to [Slack](/integrations/slack): what advanced, what stalled, what closed. The sales standup argues about what to do next instead of what the numbers are.

Human-in-Loop Highlight

Delete Leads is permanent and plural. One call takes a list of lead IDs and removes every one of them: contact history, custom field values, list memberships, gone per record with no undo. The batch shape that makes this connector efficient means a single mis-built ID array, a filter that matched too broadly, a dedup pass that picked the wrong survivors, deletes hundreds of records as easily as one. So FlowRunner never lets an agent execute its own kill list. The hygiene sweep assembles the candidates with evidence: why each record was staged, what it duplicates, when it last moved. The marketing ops lead approves the batch or prunes it. Then, and only then, the delete runs.

Agent processes routinely
Detects exception requiring judgment
Clear match Continues automatically
Ambiguous Routes to human via preferred channel
Human decides
Agent resumes with decision

Agent Capabilities

9 actions

Leads

5
  • Get Leads Retrieves a paginated list of leads with optional filtering by owner email or lead status. Returns full lead records including contact details, company, and status. The lookup behind dedup checks and sync matching.
  • Get Lead Retrieves a single lead by SharpSpring lead ID with the full record: contact details, company, lead status, owner, and custom field values.
  • Create Leads Creates one or more leads in a single call. Each lead requires an email address; first name, last name, and company are recommended. Returns per-lead results including new IDs and validation errors. The batch write behind every intake sync.
  • Update Leads Updates one or more existing leads in a single call. Each lead object must include the lead ID; only provided fields change. Returns per-lead success flags and validation errors.
  • Delete Leads Permanently deletes one or more leads by ID, with per-lead deletion results. The operation this page's human gate exists for.

Lists

2
  • Get Active Lists Retrieves the active lists defined in the account with pagination. The lookup that turns a campaign name into the list ID other operations need.
  • Add Members To List Adds one or more existing leads to an active list by list ID. The enrollment step that connects a fresh batch of leads to the campaign built to receive them.

Opportunities

1
  • Get Opportunities Retrieves sales opportunities with optional filtering by pipeline deal stage, returning amount, stage, close date, and associated accounts. The feed behind pipeline reporting.

Fields

1
  • Get Fields Lists the field definitions configured for leads, including custom fields and their systemName values. The schema check that runs before any create or update automation writes a byte.

Frequently Asked Questions

What can FlowRunner do with SharpSpring?

FlowRunner agents can run Get Leads, Get Lead, and Create Leads in SharpSpring, plus 6 more actions.

Does connecting SharpSpring to FlowRunner require OAuth?

No. SharpSpring connects to FlowRunner with an API key, no OAuth flow required.

Can SharpSpring trigger a FlowRunner workflow automatically?

SharpSpring doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger.

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