

Flexie CRM + SharpSpring Integration
Integrate Flexie CRM to SharpSpring in one click, or tell Integrately AI how you want each lead handled. Capture form data, create and update contacts, and sync your marketing and sales pipelines automatically.
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Ready Workflows for Flexie CRM + SharpSpring Integration
Capture form submissions, create and update leads, sync records across platforms, and streamline your pipeline, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Flexie CRM + SharpSpring flow
Track performance metrics, capture ad leads, manage email campaigns, and alert your team right after your core pair runs. Pick a combination and activate it in one click.


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Google Analytics 4 (4)
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Facebook Lead Ads (4)
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Mailchimp (4)
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Calendly (4)
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Slack (4)
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Stripe (4)
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When a form is submitted in SharpSpring, create a contact in Flexie CRM and track the event in Google Analytics 4.
Every SharpSpring form submission creates a Flexie CRM contact while logging the conversion event in Google Analytics 4 instantly.
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When a contact is created in SharpSpring, update the contact in Flexie CRM and log a custom event in Google Analytics 4.
New SharpSpring contacts update your Flexie CRM records and trigger a corresponding event in Google Analytics 4 automatically.
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When an opportunity is created in SharpSpring, create a deal in Flexie CRM and record a conversion in Google Analytics 4.
SharpSpring opportunities generate new deals in Flexie CRM and send conversion data to Google Analytics 4 without manual entry.
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Use Claude to evaluate new SharpSpring contacts, update Flexie CRM, and log engagement metrics in Google Analytics 4.
Claude scores incoming SharpSpring contacts before updating Flexie CRM and recording engagement data in Google Analytics 4.
Supported triggers and actions for Flexie CRM and SharpSpring
Mix and match to build the exact automation you need

Flexie CRM Triggers & Actions

SharpSpring Triggers & Actions
What can you automate with Flexie CRM + SharpSpring?
Streamline your entire marketing and sales workflow by connecting every trigger and action between these two platforms.
🔄
Sync every new contact and lead automatically
Create a contact in Flexie CRM the moment a form is submitted in SharpSpring. Eliminate manual copy-pasting and keep your pipeline records updated across both systems.
📝
Capture every submitted custom field
Map detailed form responses and custom questions into your CRM records rather than just basic names and emails. Your sales team gets complete context for every discussion.
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Alert your team instantly on messaging apps
Notify your sales channel the second a high-value opportunity or form submission arrives. Ensure reps can follow up immediately while interest is high.
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Route leads based on submitted criteria
Send enterprise submissions to senior sales reps while routing standard inquiries to automated nurture sequences. Custom rules ensure every lead reaches the right workflow.
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Keep account records updated across platforms
Automatically update existing contacts and accounts whenever changes occur in either system. Prevent data drift and maintain a single source of truth.
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Search and prevent duplicate records
Check for existing contacts before creating new entries in your database. Keep your CRM clean and avoid duplicate profiles for returning prospects.
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Manage deal stages and pipeline updates
Create and update deals automatically as opportunities progress through your marketing funnel. Keep revenue forecasts accurate without manual spreadsheet updates.
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Extend your workflow to analytics and ads
Connect your core automation flow to Google Analytics 4, Slack, or Facebook Lead Ads. Build comprehensive multi-step pipelines that span your entire tech stack.
And much more...
Who is Flexie CRM + SharpSpring integration for?
Connecting Flexie CRM and SharpSpring helps sales and marketing teams eliminate manual data entry, streamline lead handoffs, and keep their pipeline data completely synchronized.
Performance marketers
Sales development reps
Agency account managers
Operations managers
Account executives
Customer success teams
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Performance marketers
You're running multi-channel campaigns but your reporting dashboards only update when someone manually exports form leads, so the conversion counts you're optimising against are always outdated — this integration means every new submission lands in your CRM instantly and your marketing data stays current.
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Sales development reps
You need to follow up with hot leads immediately, but waiting for marketing leads to transfer manually means prospects go cold before you make contact — automating both apps means every new submission triggers a CRM record instantly so you can reach out first.
🤝
Agency account managers
You answer to clients who want immediate visibility into campaign performance and lead generation progress, but compiling manual weekly reports takes hours away from client strategy — connecting these apps means your pipeline data updates itself in real time.
🏢
Operations managers
Your team handles high volumes of incoming form submissions every day, and manual record creation leads to duplicate contacts and missing field data — this integration means every data point maps accurately across platforms without human error.
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Account executives
You depend on marketing teams to hand over qualified opportunities, but delayed handoffs and scattered notes cause deals to stall before discovery — automating both apps means deal records and contact details arrive complete and on time.
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Customer success teams
You need a reliable history of customer interactions from their first form submission through deal closure, but scattered records leave frustrating gaps in their timeline — with this integration, every touchpoint is logged continuously from start to finish.

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 Flexie CRM + SharpSpring
Build and manage your Flexie CRM + SharpSpring automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Flexie CRM + SharpSpring with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
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Select Automation
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Connect Accounts
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Automation is ready
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Frequently Asked Questions
How do I connect Flexie CRM to SharpSpring?
You can connect Flexie CRM to SharpSpring in 1 click using ready workflows on Integrately, or use Integrately AI to build custom flows with Google Analytics 4, Facebook Lead Ads, and Slack.
Can I automatically sync new SharpSpring form submissions to Flexie CRM?
Can I connect Flexie CRM, SharpSpring, and Slack?
What is a good Zapier alternative for Flexie CRM and SharpSpring?
How are contacts handled when syncing Flexie CRM and SharpSpring?
Can I track deals and opportunities between Flexie CRM and SharpSpring?
Do I need coding skills to automate Flexie CRM and SharpSpring?
Is the Flexie CRM and SharpSpring integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
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