Engage AI + SharpSpring Integration

Integrate Engage AI to SharpSpring in one click, or tell Integrately AI how you want each lead handled. Capture leads, create contacts, update accounts, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Engage AI
    Lead is added in Engage AI
  • SharpSpring
    Contact is created in SharpSpring
  • SharpSpring
    Account is created in SharpSpring
  • SharpSpring
    Opportunity is created in SharpSpring
Arrow Right
2.
  • Engage AI
    Add lead to monitor in Engage AI
  • SharpSpring
    Create contact in SharpSpring
  • SharpSpring
    Update contact in SharpSpring
  • SharpSpring
    Search contact in SharpSpring
  • SharpSpring
    Create account in SharpSpring
  • SharpSpring
    Search account in SharpSpring
  • SharpSpring
    Update account in SharpSpring
  • SharpSpring
    Create opportunity in SharpSpring
  • SharpSpring
    Update opportunity in SharpSpring
  • SharpSpring
    Create campaign in SharpSpring
  • SharpSpring
    Search campaign in SharpSpring

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Ready Workflows Ready Workflows for Engage AI + SharpSpring Integration

Capture leads, create contacts, update accounts, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Engage AI + SharpSpring Integration

Create SharpSpring contact for new Engage AI contact

There are many reasons why someone might choose to use two different marketing tools. One common reason being - able to reach a wider audience. For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Thus, integration of your new SharpSpring contact and Engage AI contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Engage AI + SharpSpring flow

Send details to your team channels, sync campaign data, and notify your CRM workspace. Pick a combination and activate it in one click.

Engage AI
SharpSpring
+
LinkedInLinkedIn (3)
+
MailchimpMailchimp (3)
+
HubSpotHubSpot (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
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ZoomZoom (3)
E
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Add every new Engage AI lead to SharpSpring as a contact, and send a message in LinkedIn.
Engage AI leads flow into SharpSpring as new contacts instantly while sending a message on LinkedIn.
S
E
L
When a contact is created in SharpSpring, add the lead to monitor in Engage AI and send a message in LinkedIn.
New SharpSpring contacts trigger lead monitoring in Engage AI and send a LinkedIn message.
E
S
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Use Claude to evaluate every new Engage AI lead, create a contact in SharpSpring, and send a message in LinkedIn.
Claude reviews Engage AI leads before creating a SharpSpring contact and sending a LinkedIn message.

Supported triggers and actions for Engage AI and SharpSpring

Mix and match to build the exact automation you need

Engage AI
Engage AI Triggers & Actions
Lead is added in Engage AI
Triggers the automation when a new lead is added
Try it β†’
Add lead to monitor in Engage AI
Assigns leads to monitor for tracking and management
Try it β†’
SharpSpring
SharpSpring Triggers & Actions
Contact is created in SharpSpring
Triggers the automation when a new contact is created
Try it β†’
Account is created in SharpSpring
Triggers the automation when a new account is created
Try it β†’
Opportunity is created in SharpSpring
Triggers the automation when any opportunity is updated
Try it β†’
Create contact in SharpSpring
Adds a new contact to the database
Try it β†’
Update contact in SharpSpring
Updates contact information with new details
Try it β†’
Search contact in SharpSpring
Finds and retrieves contact information
Try it β†’
Create account in SharpSpring
Generates a new account
Try it β†’
Search account in SharpSpring
Searches for account information
Try it β†’
Update account in SharpSpring
Updates account information
Try it β†’
Create opportunity in SharpSpring
Creates a new instance of the support system
Try it β†’
Update opportunity in SharpSpring
Updates the opportunity details as needed
Try it β†’
Create campaign in SharpSpring
Generates and launch a new marketing campaign
Try it β†’
Search campaign in SharpSpring
Searches for a campaign
Try it β†’

What can you automate with Engage AI + SharpSpring?

Streamline your prospecting and marketing workflows by connecting Engage AI and SharpSpring into a single automated pipeline.

What you can automate?
πŸ”„
Sync new leads directly to your CRM
Whenever a lead is added in Engage AI, create a contact in SharpSpring automatically. Eliminate manual copy-pasting and ensure your marketing database updates the moment someone engages.
πŸ“‹
Capture every submitted field and note
Map available lead details and interaction history into separate SharpSpring fields instead of basic text strings. Your CRM database becomes a much more useful source for review and segmentation.
πŸ””
Notify your team as soon as a lead arrives
Trigger team alerts in Slack or via email the instant a new contact is created in SharpSpring. Ensure sales reps can initiate outreach while prospect interest is at its peak.
πŸ”€
Route records based on submitted criteria
Evaluate prospect data and apply conditional rules to update specific accounts or assign opportunities in SharpSpring. Ensure high-value leads receive immediate priority treatment.
πŸ“
Keep account information continuously updated
When contact details or opportunity stages change in SharpSpring, propagate those updates across your connected tools instantly. Maintain single sources of truth across your entire stack.
πŸ”
Search and update instead of creating duplicates
Check whether a contact or account already exists in SharpSpring before creating new entries. Prevent cluttered databases and keep prospect histories consolidated under a single record.
⚑
Handle later lifecycle stage changes
Trigger automated updates whenever opportunities are won, lost, or advanced in SharpSpring. Keep your sales funnel data accurate and aligned with your revenue goals.
🌐
Extend your workflow to external applications
Push processed lead records from SharpSpring into Google Sheets, Slack, or email marketing tools to keep broader team workspaces synchronized.
And much more...

Who is Engage AI + SharpSpring integration for?

Connecting Engage AI and SharpSpring eliminates manual data entry between your LinkedIn prospecting tools and marketing automation platform for sales and marketing teams.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Growth teams
Growth teams
Business development reps
Business development reps
Operations leads
Operations leads
πŸ“ˆ
Performance marketers
You're running campaigns across multiple platforms but your tracking reports only update when someone manually exports leads, so the conversion counts you're optimising against are always a few hours behind β€” this integration means every new lead lands in your marketing platform instantly and your data stays current.
⚑
Sales representatives
You need to reach out to prospective leads while their interest is high, and you find out too late because contact details sit in your social extension unassigned β€” automating both apps means every lead creates a CRM contact immediately so you can follow up without delay.
πŸ“‹
Account managers
You answer to clients who want to see engagement progress and pipeline movement reported accurately every morning β€” automating both apps means contact records and account details update continuously without requiring manual spreadsheet updates.
πŸš€
Growth teams
The volume of inbound networking prospects is too high for anyone to keep up by hand, leading to missed opportunities and unassigned contacts β€” with this integration, every new lead is processed and filed into your automation system automatically.
🀝
Business development reps
You own the qualification step and depend on someone upstream to hand over prospect details before you can start outreach β€” automating both apps means lead records pass from your prospecting tool to your CRM without human bottlenecking.
πŸ—‚οΈ
Operations leads
You need a reliable customer history in your marketing platform and keep finding gaps caused by inconsistent manual data entry β€” this integration means every interaction is logged reliably with zero missing records.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Engage AI + SharpSpring

Build and manage your Engage AI + SharpSpring automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Engage AI + SharpSpring with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting β€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Engage AI to SharpSpring?
Frequently Asked Questions
You can connect Engage AI to SharpSpring easily using 1-click automations on Integrately. Choose from ready templates or ask Integrately AI to build the workflow for you, integrating smoothly with tools like Slack, HubSpot, and Google Sheets.
Can I automatically create SharpSpring contacts from Engage AI leads?
Frequently Asked Questions
Can I connect Engage AI, SharpSpring, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Engage AI and SharpSpring?
Frequently Asked Questions
How are leads from Engage AI handled in SharpSpring?
Frequently Asked Questions
Can I update accounts or opportunities in SharpSpring from Engage AI?
Frequently Asked Questions
Do I need coding skills to integrate Engage AI and SharpSpring?
Frequently Asked Questions
Is the Engage AI and SharpSpring integration free?
Frequently Asked Questions
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Didn't find the answer you were looking for?
No worries β€” just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Engage AI or SharpSpring With 1500+ Other Apps

Engage AI
Popular Engage AI Integrations
Connect Engage AI to CRMs, email tools, and messaging platforms to manage and follow up on your networking leads.
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SharpSpring
Popular SharpSpring Integrations
Sync SharpSpring with accounting, project management, and reporting tools to keep marketing data working across your stack.