Global Automation Network
SharpSpring
TaskAGI

SharpSpring + TaskAGI

Automate your SharpSpring workflows

Connect SharpSpring to TaskAGI and automate lead creation, updates, and CRM syncing across your business. Stop manual data entry and let your sales team focus on closing deals.

Available Operations

Actions you can perform with SharpSpring

Create Lead

Create or update a lead in SharpSpring

Update Lead

Update an existing lead in SharpSpring

Get Lead

Retrieve lead information by email or ID

Get Leads

Retrieve multiple leads based on criteria

Create Opportunity

Create a sales opportunity in SharpSpring

Get Activities

Retrieve activities for a lead

Use Cases

Real-world automations you can build today

Auto-create leads

Automatically add new leads to SharpSpring from forms, emails, or other sources.

Sync lead data

Keep lead information updated across SharpSpring and your other tools in real-time.

Bulk update leads

Update multiple lead records at once based on custom conditions and triggers.

Track activities

Pull activity data from SharpSpring to monitor engagement and follow-ups automatically.

How It Works

Get started in minutes

1

Connect

Link your SharpSpring account to TaskAGI with API credentials.

2

Configure

Map your lead fields and set up which data to sync or create.

3

Build

Create workflows that trigger lead creation, updates, or data retrieval automatically.

4

Deploy

Turn on your workflow and watch leads sync without manual work.

Frequently Asked Questions

How do I connect SharpSpring?
Authenticate your SharpSpring account in TaskAGI using your API credentials. The connection takes less than a minute and secures all data transfers.
Can I create opportunities in SharpSpring?
Yes. You can automate opportunity creation and link them to leads using TaskAGI workflows.
What lead data can I sync?
You can create, update, and retrieve any lead field in SharpSpring, including custom fields.
Is there a limit on how many leads I can process?
No hard limit. TaskAGI processes workflows at scale, so you can automate thousands of leads without throttling.

365+ Integrations Available

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