/bubble-integrations

Bubble.io and SharpSpring integration: Step-by-Step Guide 2024

Learn how to seamlessly integrate Bubble.io with SharpSpring using our step-by-step guide. Optimise your CRM and app development effortlessly.

What is SharpSpring?

SharpSpring is a comprehensive marketing automation platform designed for businesses of all sizes. The platform offers a suite of tools for email marketing, social media management, customer relationship management (CRM), and web analytics. It's also equipped with features for lead generation and follow-ups, behavioral-based email marketing, and building and tracking landing pages. SharpSpring integrates with a variety of third-party applications, making it diverse and adaptable according to business needs.

Matt Graham, CEO of Rapid Developers

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How to integrate Bubble.io with SharpSpring?

Step 1: Create your SharpSpring and Bubble.io accounts

Before starting the integration process, make sure that you have both a Bubble.io and SharpSpring account. If you don't have these already, you can sign up on their respective websites:

Step 2: Identify your SharpSpring API Key and Account ID

After signing into your SharpSpring account:

  • Click on the "Settings" icon in the bottom left of the sidebar.
  • Under "SharpSpring Settings", locate and click on "API settings".
  • Here you will find your "Account ID" and "Secret Key". You will need these for your integration so make sure to keep them secure.

Step 3: Create Your App on Bubble.io

  • Sign in to your Bubble.io account.
  • Click on "New Application" on your dashboard.
  • Enter a name for your application and choose a plan according to your needs. The app will be created and you'll be redirected to the Bubble editor.

Step 4: Install the API Connector Plugin

  • In the Bubble.io editor, click on "Plugins" on the left sidebar.
  • Click on the button "+ Add Plugins".
  • In the Plugin search bar, search for “API Connector”.
  • Click install on the "API Connector" plugin provided by "Bubble".

Step 5: Connect to the SharpSpring API

While still in the Bubble.io editor:

  • Navigate back to the "Plugins" page.
  • Find and click on the "API Connector" plugin you just installed.
  • Click on the button "+ Add Another API".
  • You'll now need to fill out the API information. Set the following:
  • API Base URL: https://api.sharpspring.com/pubapi/v1/
  • Headers: accountID and secretKey (for both of these, you'll enter the keys that you identified in Step 2)
  • Under "API calls", click "+ Add another call" and fill out the required details.

Step 6: Define your API Calls

Once you have connected to the SharpSpring API, you need to define some API calls:

  • For each SharpSpring function you want to be able to perform from your Bubble.io app, you will need to define one API call.
  • To define a new API call, under the "API calls" heading, click "+ Add another call".
  • You will then be asked to define the name, URL (this should be the API Base URL followed by the specific endpoint for the function), method, parameters and any necessary headers.
  • After defining the call, click "Initialize Call" to ensure it is set up correctly.

Step 7: Use the API Calls in Your App

Go back to the Bubble.io editor:

  • You can now use the defined API calls in your workflows to automate processes, create actions based on user behavior, and more.
  • To do this, go to the "Workflow" tab and select the element or event that you want the API call to be linked with.
  • Create a new action, select "Plugins", then "API Connector", and choose your desired API call.
  • Customize the action according to your needs.

Step 8: Testing and going live

Finally, thoroughly test the app and the functionalities linked to the SharpSpring API. Make sure the data flows correctly and the desired results are achieved. Once everything is working as expected, publish the app on Bubble.io to make it live.

Remember, as you are dealing with APIs and sensitive user data, be sure to implement robust security measures and comply with all relevant data protection regulations.

Bubble.io and SharpSpring integration usecase

Scenario: A start-up business consultancy wants to enhance its demand generation and lead management strategy for their upcoming training courses. They use Bubble.io to build a sign-up page for prospects interested in the training courses. They want to instantaneously add these leads into SharpSpring for further follow-ups and analytics.

Solution: Integrating Bubble.io with SharpSpring

Sign-Up Page Creation: The consultancy uses Bubble.io to build a sign-up page that includes a form for prospects to input their details and their interest in the training courses.

Setting Up the Integration: The consultancy installs the SharpSpring plugin in Bubble.io and links it with their SharpSpring API key. They establish workflows within Bubble.io that trigger when a form is submitted on the sign-up page.

Data Transfer Workflow: Whenever a prospect submits the form, the workflow is initiated. The entered data; name, email, course interest, is instantly forwarded to SharpSpring through the pre-configured plugin action. A new lead is formed in SharpSpring with the form data, and lead is directed to a specific list for easy follow-ups.

Lead Follow-up in SharpSpring: The sales team of the consultancy applies SharpSpring to set up automated email series, track leads and manage tasks based on the captured leads. They have the ability to categorize leads according to their selected courses and activities, customizing follow-ups to enhance registration rates.

Monitoring and Evaluation: The integration permits continuous tracking of lead sources and behavior within SharpSpring. The consultancy can assess the effectiveness of their sign-up page and promotional strategies, making data-driven changes to enhance their methods.

Benefits:

  • Efficiency: Automation of the lead capture process saves time and minimizes human errors.

  • Centralized Data: All leads are collected and handled in SharpSpring, creating a consolidated platform for the sales team.

  • Custom Follow-ups: The integration allows distinct follow-up strategies according to specific prospect behavior and course interest.

  • Data Insights: The consultancy can monitor the performance of their promotional strategies in SharpSpring, learning more about lead conversion and enrolment rates.

By integrating Bubble.io with SharpSpring, the business consultancy can effectively manage leads from their promotional strategies, ensuring swift and customized follow-ups resulting in improved registrations.

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