Chatforma SharpSpring

Chatforma + SharpSpring Integrations, Built by an AI Agent

Put Chatforma + SharpSpring to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Chatforma and SharpSpring below — describe the exact one you want above and the Agent builds it on demand.

Chatforma + SharpSpring When new user input is captured in Chatforma, create or update a lead in SharpSpring. See details
Add chat leads directly to email campaigns When a chatbot captures a new lead in Chatforma, automatically create the contact and add them to a nurture drip in SharpSpring. See details
Tag contacts based on chatbot handoffs When a conversation requires human escalation in Chatforma, apply a priority tag to that contact record in SharpSpring. See details
Send follow-up chat messages for updated contacts When a contact reaches a key milestone in SharpSpring, send a personalized follow-up message through Chatforma. See details

Browse the full workflow library →

Looking to achieve something else with Chatforma and SharpSpring?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Chatforma and SharpSpring

Everything Chatforma and SharpSpring can do inside a workflow — the triggers that start one and the actions that run when it fires.

Chatforma Explore Chatforma →

Chatforma is a chatbot builder platform that enables businesses to create automated messaging bots for websites and messaging apps.

Triggers
New User Input

Triggers when new user input is found.

Actions
Create Broadcast

Creates a new broadcast for specified users segment.

Create Broadcast for Specific User

Creates broadcast for specific users by user id.

SharpSpring Explore SharpSpring →

SharpSpring is a revenue growth platform offering marketing automation, email tracking, and lead management tools.

Triggers
New Account

A new Account is created in SharpSpring.

New Email Open Event

When a lead opens an email in SharpSpring.

New Form Fillout Event

When a lead fills out a form in SharpSpring.

New Lead

When a lead has been created in sharpspring.

New Opportunity

A new Opportunity is created in SharpSpring.

New Page Visit Event

When a lead visits a new page in SharpSpring.

Actions
Create Account

Create an Account in SharpSpring.

Create Campaign

Create a new Campaign in SharpSpring.

Create/Update Lead

Create a Lead in SharpSpring or update by email address.

Create/Update Opportunity

Create or optionally update an Opportunity in SharpSpring. If an opportunity already exists in SharpSpring with the specified name, that opportunity will be updated. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".

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FAQ

Common questions about Chatforma + SharpSpring

Is there a pre-built Chatforma + SharpSpring automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Chatforma and SharpSpring's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Chatforma or SharpSpring connector?

No. The Agent works whether or not Chatforma or SharpSpring already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How do Chatforma and SharpSpring work together for lead qualification?

Chatbots in Chatforma gather visitor details during real-time chats and push newly qualified contacts straight into email nurturing campaigns in SharpSpring.

Can changes in marketing status update chat interactions?

Yes, when contacts enter specific workflows or update their profiles in SharpSpring, you can send targeted follow-up messages using Chatforma.

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