Chatbot + SharpSpring Integration

Integrate Chatbot to SharpSpring in one click, or tell Integrately AI how you want each contact handled. Capture incoming messages, 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.
  • Chatbot
    Message is received in Chatbot Instant
  • SharpSpring
    Contact is created in SharpSpring
  • SharpSpring
    Account is created in SharpSpring
  • SharpSpring
    Opportunity is created in SharpSpring
Arrow Right
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

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Ready Workflows Ready Workflows for Chatbot + SharpSpring Integration

Create contacts from incoming messages, update accounts, search records, and manage opportunities, all in just one click.

Most popular automationmost-popular-automations
Chatbot + SharpSpring Integration

Create SharpSpring contact for new Chatbot response

Automatically creating SharpSpring contact for new Chatbot response can help you nurture your leads and close more deals. By automatically adding new contacts to your database, you can stay organized and keep track of your interactions with each lead.

Additionally, automatically generating SharpSpring contact can save you time by eliminating the need to manually add new contacts. Automating this process can help you work more efficiently and close more deals.
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Connect more apps to your Chatbot + SharpSpring flow

Sync chat leads into your CRM, alert your sales team instantly, and trigger automated follow-ups across your entire stack. Pick a combination and activate it in one click.

Chatbot
SharpSpring
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SlackSlack (8)
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GmailGmail (8)
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SalesforceSalesforce (8)
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WordPressWordPress (8)
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CalendlyCalendly (8)
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ZoomZoom (8)
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Create a SharpSpring contact from every Chatbot message, and notify your sales team in Slack.
Incoming Chatbot messages instantly create contacts in SharpSpring while alerting your sales team on Slack, eliminating manual entry.
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Search for an existing SharpSpring contact when a Chatbot message arrives, and alert your support channel in Slack.
Lookup existing SharpSpring contacts upon receiving Chatbot messages and notify support instantly in Slack.
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When a SharpSpring opportunity is created from a Chatbot inquiry, update the account and post to Slack.
Track pipeline creation in SharpSpring from chat messages and announce new opportunities in Slack.
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Create a SharpSpring account when a Chatbot message is received, and notify your account manager in Slack.
Establish new company records in SharpSpring from chat interactions and notify account managers in Slack.
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If a Chatbot message contains a support request, create a SharpSpring contact and notify the support channel in Slack.
Route urgent chat inquiries into SharpSpring contacts and dispatch instant alerts to Slack.
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When a SharpSpring contact is updated after a Chatbot interaction, post the status update to Slack.
Keep your team informed in Slack whenever SharpSpring contact records are updated following chat sessions.
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Use ChatGPT to categorise every message received in Chatbot, create a SharpSpring contact, and post the brief in Slack.
AI categorises inbound chat messages before creating SharpSpring contacts and briefing your team in Slack.
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When a Chatbot message arrives, create a SharpSpring contact, schedule a Zoom meeting, and notify your team in Slack.
Turn chat leads into SharpSpring contacts, set up meetings in Zoom, and announce everything in Slack.

Supported triggers and actions for Chatbot and SharpSpring

Mix and match to build the exact automation you need

Chatbot
Chatbot Triggers & Actions
Instant
Message is received in Chatbot
Triggers the automation when a new message is received
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No action is available
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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What can you automate with Chatbot + SharpSpring?

Streamline your entire lead capture and CRM workflow by automating data syncs, contact creation, and team notifications.

What you can automate?
🤖
Create CRM contacts from chat messages automatically
Capture every incoming message from Chatbot and instantly create a new contact in SharpSpring without any manual copy-pasting.
📝
Extract and store all submitted chat details
Map every field from your Chatbot conversations directly into SharpSpring contact fields, ensuring no customer details or custom answers are lost.
🔔
Alert your team instantly on new inquiries
Send immediate notifications to Slack or email whenever a high-value message is received in Chatbot and logged in SharpSpring.
🔀
Route leads based on message content
Evaluate incoming Chatbot messages and route contacts to different SharpSpring campaigns or sales reps based on specific user answers.
🔄
Keep contact records current as chats progress
Automatically update existing SharpSpring contact records and accounts whenever follow-up messages are received in Chatbot.
🛡️
Prevent duplicate records with smart search
Search for existing contacts in SharpSpring before creating new ones, updating records if the user already exists in your CRM.
📈
Manage pipeline stages on opportunity updates
Update SharpSpring opportunities and account statuses automatically when customer interactions reach key milestones.
🔗
Trigger follow-up tasks in Slack or Gmail
Extend your Chatbot and SharpSpring workflow to Slack or Gmail, keeping your wider team aligned on every new prospect.
And much more...

Who is Chatbot + SharpSpring integration for?

Sales and marketing teams use Chatbot and SharpSpring to capture leads instantly, eliminate manual data entry, and streamline follow-up workflows without writing code.

Marketing analysts
Marketing analysts
Sales development reps
Sales development reps
Agency account managers
Agency account managers
Customer support leads
Customer support leads
Account executives
Account executives
Operations directors
Operations directors
📈
Marketing analysts
You're tracking chat engagement metrics across campaigns, but your CRM only updates when someone manually exports chat logs, so the conversion counts you report on are always a few hours behind — with this integration, every incoming message lands in your CRM instantly and your reporting stays current.
Sales development reps
You need to engage inbound leads immediately after they chat, but you only find out about new inquiries when checking logs hours later, so hot prospects go cold — with this integration, every incoming chat instantly creates a contact in your CRM so you can follow up right away.
📊
Agency account managers
You manage client lead generation campaigns and need to show steady pipeline growth, but manual record updates leave gaps in your client reports — automations between these apps mean every interaction is logged instantly and your clients see accurate progress.
💬
Customer support leads
You handle hundreds of support chats daily, but manually creating CRM records for each inquiry creates a massive backlog and missed follow-ups — connecting these apps means every message is processed instantly and your support queue stays manageable.
💼
Account executives
You wait for marketing to manually hand over chat leads before you can start outreach, causing delays in the sales cycle — automating both apps means every new contact flows directly into your pipeline the moment they message.
🔍
Operations directors
You audit customer communication history across platforms, but manual data entry leads to missing contact records and incomplete audit trails — this integration means every chat creates a reliable, permanent record in your CRM.
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 Chatbot + SharpSpring

Build and manage your Chatbot + 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 Chatbot + 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 — 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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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 Chatbot to SharpSpring?
Frequently Asked Questions
You can connect Chatbot to SharpSpring in 1-click using ready templates or ask Integrately AI to build your workflow. Integrate seamlessly with tools like Slack, Gmail, Salesforce, and 1,500+ other apps.
Can I automatically create SharpSpring contacts from Chatbot messages?
Frequently Asked Questions
Can I connect Chatbot, SharpSpring, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Chatbot and SharpSpring?
Frequently Asked Questions
How are Chatbot message fields handled in SharpSpring?
Frequently Asked Questions
Can SharpSpring updates sync back to customer chats?
Frequently Asked Questions
Do I need coding skills to build this automation?
Frequently Asked Questions
Is the Chatbot and SharpSpring integration free?
Frequently Asked Questions
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You Can Also Connect Chatbot or SharpSpring With 1500+ Other Apps

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