Chatforma SharpSpring

When new user input in Chatforma, sync it to SharpSpring.

When new user input is captured in Chatforma, create or update a lead in SharpSpring.

Try:

See all Chatforma + SharpSpring integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Chatforma Explore Chatforma →

Triggers
New conversation started

Fires when a new chat or conversation begins in Chatforma.

Lead captured in chat

Fires when Chatforma captures a lead during a conversation.

Conversation handed off

Fires when Chatforma escalates a conversation to a human.

Actions
Send a message

Sends a message to a user through Chatforma.

Generate an answer

Asks Chatforma a question against its knowledge base and returns the answer.

Summarize a conversation

Uses Chatforma to summarize a chat transcript.

Create a ticket from a chat

Opens a support ticket from an Chatforma conversation.

SharpSpring Explore SharpSpring →

Triggers
New lead captured

Fires when a new lead or contact is captured in SharpSpring.

Contact enters a workflow

Fires when a contact enters an automation in SharpSpring.

Contact updated

Fires when a field on a contact changes in SharpSpring.

Contact unsubscribed

Fires when a contact unsubscribes in SharpSpring.

Actions
Create or update a contact

Creates or updates a contact in SharpSpring.

Add a contact to a campaign

Adds a contact to a workflow or campaign in SharpSpring.

Send a message

Sends an email or message to a contact via SharpSpring.

Apply or remove a tag

Changes a contact's tags in SharpSpring.

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

See all Chatforma + SharpSpring integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “When new user input in Chatforma, sync it to SharpSpring.” between Chatforma and SharpSpring?

Yes — describe it in the box above and Knit's Integrations Agent researches Chatforma and SharpSpring's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to 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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