SharpSpring + WhatsApp Integration

Integrate SharpSpring to WhatsApp in one click, or tell Integrately AI how you want each contact handled. Send instant template messages, update your contacts and opportunities, and keep leads engaged automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • SharpSpring
    Contact is created in SharpSpring
  • SharpSpring
    Account is created in SharpSpring
  • SharpSpring
    Opportunity is created in SharpSpring
  • WhatsApp
    Message is received in WhatsApp Instant
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2.
  • 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
  • WhatsApp
    Send message (using template) in WhatsApp
  • WhatsApp
    Send message in WhatsApp

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Ready Workflows Ready Workflows for SharpSpring + WhatsApp Integration

Send instant WhatsApp template messages when a new contact is created, update contact records, alert your team, and track responses, all in just one click.

Most popular automationsmost-popular-automations
  • 1of3
Got a different task in mind? Describe it

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Connect more apps to your SharpSpring + WhatsApp flow

Connect your marketing automation and messaging with CRMs, ads, email, scheduling, payments, and team chat. Pick a combination and activate it in one click.

SharpSpring
WhatsApp
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HubspotHubspot (6)
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Facebook Lead AdsFacebook Lead Ads (6)
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MailchimpMailchimp (6)
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CalendlyCalendly (6)
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StripeStripe (6)
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SlackSlack (6)
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Create a HubSpot contact when a new contact is created in SharpSpring, and send a WhatsApp template message
New SharpSpring contacts immediately appear in HubSpot and trigger a WhatsApp message, keeping your sales and marketing systems fully synchronized.
W
S
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When a WhatsApp message is received, search the contact in SharpSpring and update the HubSpot contact record
Incoming WhatsApp responses automatically search SharpSpring contacts and update HubSpot, ensuring your team always sees the latest customer activity.
S
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When an opportunity is created in SharpSpring, update the HubSpot deal and send a WhatsApp notification message
SharpSpring opportunities update HubSpot deals and trigger WhatsApp notifications instantly, keeping your revenue tracking accurate and timely.
S
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If a SharpSpring contact is created from a form submission, create a HubSpot contact and send a WhatsApp template message
Form submissions in SharpSpring instantly generate HubSpot contacts and send tailored WhatsApp template messages for immediate engagement.
S
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Use Claude to evaluate new SharpSpring contacts, create a HubSpot contact, and send a WhatsApp message
Claude reviews new SharpSpring contacts before creating a HubSpot record and sending a customized WhatsApp message.
S
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When a SharpSpring account is created, update the HubSpot company record and send a WhatsApp welcome message
New SharpSpring accounts update HubSpot records and trigger an instant WhatsApp welcome message to establish early client connection.

Supported triggers and actions for SharpSpring and WhatsApp

Mix and match to build the exact automation you need

SharpSpring
SharpSpring Triggers & Actions
Contact is created in SharpSpring
Triggers the automation when a new contact is created
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Account is created in SharpSpring
Triggers the automation when a new account is created
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Opportunity is created in SharpSpring
Triggers the automation when any opportunity is updated
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Create contact in SharpSpring
Adds a new contact to the database
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Update contact in SharpSpring
Updates contact information with new details
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Search contact in SharpSpring
Finds and retrieves contact information
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Create account in SharpSpring
Generates a new account
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Search account in SharpSpring
Searches for account information
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Update account in SharpSpring
Updates account information
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Create opportunity in SharpSpring
Creates a new instance of the support system
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Update opportunity in SharpSpring
Updates the opportunity details as needed
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Create campaign in SharpSpring
Generates and launch a new marketing campaign
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Search campaign in SharpSpring
Searches for a campaign
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WhatsApp
WhatsApp Triggers & Actions
Instant
Message is received in WhatsApp
Triggers the automation when a new message is received
Try it →
Send message (using template) in WhatsApp
Sends a message using a template
Try it →
Send message in WhatsApp
Delivers a message to a designated recipient
Try it →

What can you automate with SharpSpring + WhatsApp?

Streamline your lead management and customer communication by connecting marketing automation directly with instant messaging.

What you can automate?
🚀
Trigger WhatsApp messages from new SharpSpring contacts
Send instant WhatsApp template messages the moment a new contact is created in SharpSpring. Engage prospects immediately without manual intervention.
📝
Capture every submitted form field into your records
Map all available SharpSpring form submission details into your CRM and messaging workflows instead of losing custom data fields during manual transfers.
🔔
Alert your team the moment a contact arrives
Notify your sales representatives instantly when a new contact is created or a form is submitted in SharpSpring, ensuring rapid lead follow-up.
🔀
Route messages based on submitted contact data
Send different WhatsApp template messages depending on specific form responses or account tiers submitted in your SharpSpring workflows.
🔄
Keep your contact records up to date as leads reply
Automatically update contact information in SharpSpring whenever incoming customer messages are received and processed through WhatsApp.
🔍
Search and update existing contacts without duplicates
Search for existing contact records before creating new entries, preventing duplicate profiles across your connected marketing and messaging platforms.
💼
Handle opportunity stage changes and milestone updates
Trigger automated WhatsApp notifications and record updates whenever an opportunity is created or updated in SharpSpring.
🔌
Extend your workflow to team communication apps
Connect your SharpSpring and WhatsApp automation flow with Slack or HubSpot to keep your entire organization synchronized on new leads.
And much more...

Who is SharpSpring + WhatsApp integration for?

Connecting SharpSpring and WhatsApp helps sales teams, marketers, and business owners engage leads instantly and keep customer interactions synchronized across platforms.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Account managers
Account managers
Operations leads
Operations leads
Customer success teams
Customer success teams
Data administrators
Data administrators
📈
Performance marketers
You're running campaigns across multiple platforms but your CRM tracking sheet only updates when someone manually exports leads, so the row counts you're optimizing against are always a few hours behind — with this integration, every new contact lands in the system instantly and your data stays current.
Sales development reps
You need to reach out to new leads immediately while interest is high, but waiting for notifications causes valuable prospects to go cold before your team can pick up the phone — with this integration, every new contact triggers instant WhatsApp messages so your outreach happens without delay.
🤝
Account managers
You answer to clients who expect immediate confirmation after every form submission or account creation, but manual follow-up messages are easy to miss during busy weeks — this integration means every interaction is acknowledged instantly with automated WhatsApp templates.
📊
Operations leads
The volume of incoming leads is too high for anyone to keep up with by hand, leading to fragmented contact records and missed follow-up opportunities across your teams — automating both apps means every contact and opportunity is synced accurately without manual data entry.
🎯
Customer success teams
You own the onboarding stage and depend on upstream marketing forms to hand over complete lead details before you can start — this integration means contact records and opportunity stages are handed over instantly so you can begin onboarding immediately.
📁
Data administrators
You need a reliable history of customer interactions and keep finding gaps in your CRM caused by forgotten manual updates and missing message logs — connecting these apps means every contact creation and message reply is recorded automatically.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate SharpSpring + WhatsApp

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

1,500+ apps connected
1,500+ apps connected
Connect SharpSpring + WhatsApp 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 — 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
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Automation is ready
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Frequently Asked Questions

How do I connect SharpSpring to WhatsApp?
Frequently Asked Questions
Connecting SharpSpring to WhatsApp takes just 1-click on Integrately. You can select a ready automation template or use Integrately AI to configure your exact workflow alongside apps like HubSpot, Slack, and Mailchimp.
Can I automatically send WhatsApp messages when a new contact is created in SharpSpring?
Frequently Asked Questions
Can I connect SharpSpring, WhatsApp, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for SharpSpring and WhatsApp?
Frequently Asked Questions
How does SharpSpring handle contact creation data in automations?
Frequently Asked Questions
Can WhatsApp messages trigger actions in SharpSpring?
Frequently Asked Questions
Do I need coding skills to automate SharpSpring and WhatsApp?
Frequently Asked Questions
Is the SharpSpring and WhatsApp integration free?
Frequently Asked Questions
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You Can Also Connect SharpSpring or WhatsApp With 1500+ Other Apps

SharpSpring
Popular SharpSpring Integrations
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WhatsApp
Popular WhatsApp Integrations
Sync WhatsApp with customer support, notification, and productivity tools to keep communication flowing.
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WhatsApp Integrations arrow right
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