SharpSpring + Enthusem Integration

This video will walk you through the steps to integrate your SharpSpring account with Enthusem to automate your direct mail and track responses. 


If if you'd prefer, here's written documentation:
(Click on the video player icons  to see a walkthrough for that step)

  • Make sure you have an Enthusem Mailer Template setup 
  • Connect SharpSpring + Enthusem Accounts 
    • Go to SharpSpring Integration Settings in Enthusem
    • Enter your Account ID & Secret Key from SharpSpring
      • Found in API Settings in your SharpSpring Account
    • Map SharpSpring Users to Enthusem Users
    • Map Mail Date & Pickup Code Fields - After a card is mailed Enthusem will push this data back to SharpSpring. This step maps those fields between the 2 systems (Optional)
      • If you want to use these fields, please create a date field for Mail Date and a text field for Pickup Code in SharpSpring.
    • Map Update Fields - After a contact enters their Access Code, Enthusem can trigger a field update in SharpSpring. This step defines what the field is and what the new value should be. (Optional)
      • In Field, choose the field you'd like to update.
      • In Existing Values, copy & paste the exact values of the picklist field from SharpSpring
        • Enthusem will only change the value of a Contact if their current picklist value is one that has a checkmark.
      • In Update Value, choose the value you would like the contact updated to when they respond.
    • Click Save + Enable
  • Create a new Workflow in SharpSpring 
    (This will be used to tell Enthusem what Mailer Template to send)
    • In SharpSpring, go to Automation>Workflow
    • Modify the settings as you wish
    • Choose Postback Lead Info from the dropdown box and enter the Mailer Template Postback URL
      • This URL is found in Enthusem, go to your Mailer Template and click Integration Info
    • Click Add Action
  • Create a Task in SharpSpring 
    This will trigger the Workflow in SharpSpring which which trigger the Mailer Template in Enthusem)
    • In SharpSpring, go to Automation>Tasks
    • Setup the Rules for your Task to your preference and be sure to select the Workflow you created in the previous step.
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