SharpSpring Data Integration — Marketing Automation Insights

Improvado connects to SharpSpring via its Open API using secure API key authentication. Setup takes under 10 minutes and includes two-way sync for contacts, leads, opportunities, and workflow data. The connector backfills historical campaign performance, behavioral data, and pipeline history, then maintains real-time sync for new interactions. Custom integrations can pull data on-demand or schedule daily batches for specific objects like Opportunities.

Improvado extracts unlimited contacts with fields like email, phone, name, behavioral data, and Life of the Lead history. You get leads and opportunities with custom deal stages, pipeline views, engagement scores, and attribution data (source, campaign, keyword, landing page, device). Workflow performance includes triggers, branching logic, and Post Back actions. Email metrics cover opens, clicks, and engagement scoring, plus ROI tracking with granular campaign attribution and Google Ads integration. Real-time sync captures behavioral notifications and form submissions instantly.

SharpSpring data syncs in real-time for key interactions including two-way CRM updates, behavioral notifications, post-click tracking, and workflow triggers. Daily batches handle scheduled pulls like end-of-day Opportunity data for invoicing or reporting. Workflow-triggered actions like Post Back push lead data to external URLs instantly on form submission or scoring threshold. Improvado maintains this sync cadence automatically, with manual refresh available for on-demand updates.

Yes, your AI agent can trigger and pause workflows, update lead scores and contact fields, move opportunities through custom deal stages, and sync data to external systems via Post Back actions. It can modify workflow branching logic, adjust engagement scoring rules, and update campaign attribution tags. All write-back actions are logged in Improvado's audit trail with user attribution, timestamp, and change details. Governance controls let you set approval workflows for sensitive operations like bulk contact updates or workflow modifications.

Yes, Improvado is SOC 2 Type II certified and compliant with GDPR and HIPAA standards. All SharpSpring contact data, behavioral history, and pipeline information are encrypted in transit (TLS 1.2+) and at rest (AES-256). API keys are stored in a secure vault with role-based access controls, and all data access is logged for audit purposes. Improvado never stores raw customer PII longer than necessary for processing and transformation.

Improvado maps SharpSpring contacts, leads, opportunities, and workflow data into a Common Data Model alongside 1,000+ marketing and sales platforms. Your agent can correlate lead scores with ad spend from Google Ads, match email engagement to revenue in Salesforce, or overlay workflow performance with website behavior from Google Analytics. This unified schema lets you ask cross-platform questions like 'Which campaigns drove the highest-scoring leads that closed last quarter?' without writing SQL.