SharpSpring is a comprehensive marketing automation platform that helps businesses streamline their marketing efforts and drive sales growth.
Amplify your marketing automation with AI Agents that can intelligently engage customers, qualify leads, and deliver personalized experiences.
SharpSpring excels at marketing automation and lead management. Relevance AI enhances these capabilities with intelligent AI Agents that can personalize interactions, qualify leads, and automate complex customer journeys at scale.
Dynamic Personalization
The agent adapts marketing messages in real-time based on user behavior.
Intelligent Lead Scoring
The agent analyzes engagement data to prioritize high-potential leads effectively.
Automated Customer Interactions
The agent handles inquiries automatically, enhancing response times and satisfaction.
Relevance AI gives you access to SharpSpring's marketing automation capabilities within your AI-powered workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A SharpSpring account
- A Relevance AI account with appropriate access permissions
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The integration uses secure OAuth authentication, ensuring only authorized workflows access your SharpSpring data. Relevance AI handles API operations through SharpSpring's REST API—so you don't have to worry about authentication tokens, request formatting, or rate limits.
Built-in validation and error handling ensure your workflows run smoothly, even when dealing with complex marketing automation tasks.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
Best Practices for Non-Technical Users
To get the most out of the SharpSpring + Relevance AI integration without writing code:
- Organize contact data: Maintain clean, standardized contact records and lead information.
- Use API endpoints wisely: Choose the appropriate SharpSpring endpoints for contacts, leads, and opportunities.
- Set proper authentication: Ensure OAuth credentials are correctly configured and permissions are set.
- Monitor API usage: Stay within SharpSpring's API rate limits and implement proper error handling.
- Validate data sync: Regularly verify that contact and lead data syncs correctly between platforms.
