Integrate SharpSpring with AI Agents

SharpSpring is a leading marketing automation and CRM platform, trusted by growth-focused businesses to manage leads, campaigns, and sales pipelines. But for many teams, jumping in and out of SharpSpring to pull reports, review customer details, or share results interrupts productivity. That’s where Runbear’s AI agent supercharges SharpSpring workflows—enabling teams to access CRM data, automate reporting, and surface actionable insights directly from their Slack, Teams, or Discord channels. Discover how integrating SharpSpring with Runbear redefines your team’s CRM automation, making collaboration faster, smarter, and far more effective.

About SharpSpring

SharpSpring (now Constant Contact Lead Gen & CRM) is a robust marketing automation and CRM suite that helps businesses and agencies drive sales, engage leads, and manage marketing campaigns. Features include advanced marketing automation, integrated lead management with a built-in CRM, powerful email campaign tools, social media management, and easy-to-use landing page builders. Teams adopt SharpSpring to unify sales and marketing efforts, automate repetitive tasks, and increase lead conversion rates—making it a favorite for organizations seeking end-to-end marketing efficiency without the complexity of multiple disconnected apps. Its position in the market has only strengthened since joining the Constant Contact family, providing even tighter integration and greater support for small and midsize businesses focused on growth.

Use Cases in Practice

Integrating SharpSpring with Runbear’s AI agent empowers teams to make informed decisions and accelerate work—all inside their preferred chat environment. Instead of toggling between the SharpSpring dashboard and their team tools, users interact naturally with a smart agent in Slack or Teams. Imagine your sales team asking, 'What’s our current pipeline value?' or 'Which leads haven’t been touched this week?' and getting instant answers, visuals, or even PDF exports. Marketing can automate daily KPI digests, delivered as summarized charts to stay on top of campaign effectiveness. At the same time, onboarding new team members becomes seamless—AI agents surface the right guides or sales resources from your SharpSpring documentation the moment a question arises. The AI agent’s ability to understand and automate based on team context, schedule proactive updates, and act as a knowledge search engine means SharpSpring workflows move from manual to autonomous. If you’re curious to see similar transformations, check out how teams simplify business analytics or automate KPI reporting using Runbear-powered AI in chat.

SharpSpring vs SharpSpring + AI Agent: Key Differences

Combining Runbear’s AI agents with SharpSpring transforms manual workflows into true AI-powered team automation. Instead of switching tabs to find CRM data, waiting for reports, or repeating the same searches, teams collaborate naturally in Slack or Teams. Information is proactively delivered, queries are answered instantly, and routine reporting is fully automated—freeing teams to focus on strategy, not process.

Implementation Considerations

When rolling out SharpSpring with Runbear AI agents, teams should plan for proper setup—connecting SharpSpring accounts securely and selecting which data and documents to index for AI-powered search. Teams may need brief training to adapt from traditional portal use to conversational, agent-driven workflows. Consider organizational readiness, especially around data privacy and permissions: Define who can access specific CRM insights or trigger outbound actions. Evaluate the cost-benefit: while upfront configuration is minimal, ensure the automation plans align with your team's most impactful workflows. Finally, establish a process for updating knowledge syncs and monitoring AI agent activity to ensure ongoing value, just as recommended in similar AI integrations. Thoughtful onboarding and change management make adoption seamless and results measurable.

Get Started Today

Integrating SharpSpring with Runbear’s AI agent doesn’t merely connect tools—it transforms how teams interact, collaborate, and execute CRM-driven initiatives. By shifting from manual SharpSpring checks to AI-powered automation and instant answers in Slack or Teams, your team elevates focus, speed, and ROI. Ready to redefine your SharpSpring workflows and supercharge your team’s productivity? Start building your first AI agent with Runbear today and experience the actionable benefits firsthand. The future of marketing automation and sales collaboration has arrived—bring your AI teammate into the conversation now!