Build Visual Automation Workflows

Visualize the buyer’s journey and create marketing automation workflows with the intuitive builder. Point and click to build automation tasks. Expand automation workflows with branching logic to follow whatever path your buyers take. Combine tasks and action groups to create specific touch points on your lead’s path to conversion. Set up lead nurturing campaigns and messaging triggers that respond to your leads, instead of sending them on a one-track buyer’s journey.

"As marketers, we're visual learners, so SharpSpring’s visual workflows allow us to be more creative in our marketing automation strategy. I get really excited about any tool that helps us create more and better serve our clients."

Martijn Duin

Martijn Duin


Improve Conversion Rates with Lead Nurturing

Set up drip email campaigns in the marketing automation platform to engage leads throughout the sales process. Educate new prospects about your brand, services, and products with carefully tailored, automated email campaigns. Keep your brand top-of-mind with timely messaging that responds to user behavior. Our marketing automation services will notify your sales team when leads are ready to buy.

Focus Your Campaigns with Lead Scoring

Focus your sales team on hot prospects. Use the digital marketing automation platform to score leads based on engagement. Choose custom metrics to increase or decrease scores; including page visits, filled out forms, content downloads and specific demographic characteristics that fit your sales model. Decrease scores by setting a “decay rate”, and our marketing automation services will automatically update lead scores over time. Free up your sales team by automatically nurturing leads until they are ready to be converted into customers.

"We love the ability to offer a customized experience based on user behavior with SharpSpring's dynamic content feature."

Susan Merlo

Susan Merlo

Next Level iMedia

Supercharge Marketing Automation with Dynamic Lists

What’s the key to powerful behavioral-based customer segmentation? Accurate, realtime information. Create dynamic lists that automatically update as contacts meet the list’s criteria. Use the digital marketing automation platform to keep a running list of every lead who is interested in a specific set of products, comes from a specific location, has a lead score above “x”, or visits pricing pages. Review lists and get the big picture of how prospects respond to your website.

Create Rich Personas to Tailor Your Campaigns

Build out your buyer personas with our convenient and customizable template, ready to integrate with our marketing automation services. Then, set up dynamic emails and landing pages designed to resonate with each persona. Segment your messaging and lead nurturing campaigns by persona to deliver ultra-personalized content that really converts. Store buyer personas on the quick-access marketing automation platform, and update content and campaigns to reflect audiences over time.

Update Your Team Directly with Email and Text Alerts

Trigger automation workflows to send internal messages to marketing, sales and customer service teams. Get instant notifications via email and SMS message whenever you make a sale, land a high-quality lead, or successfully move a prospect along in their buyer’s journey. Receive actionable data and respond accordingly – without even logging in to the marketing automation application.

Keep Leads Hot with Triggers and Filters

Keep the buyer’s journey in motion with custom triggers and filters. Set up triggers that kick off a tailor-made workflow to segmented users. Use the digital marketing automation platform to filter, re-segment and target individual leads based on their response and interests.

Postback Data and Third-Party Integrations for Marketing Automation Services

Pass SharpSpring data to your application, database, or CRM of choice, by simply adding a Postback URL. Set up easy third-party integrations in the marketing automation platform, and leave data transfers and messaging campaigns to operate automatically. Break down barriers in your team when you integrate SharpSpring into your marketing, sales and customer service stacks.

Dynamic Landing Pages for Customized Conversions

Engage your visitors with content designed just for them. Let your sales and marketing teams take the lead, without the need to refer back to developers. Simply right-click to swap out images, headlines and body text in the marketing automation application. Build a single page that resonates with multiple audiences as it adapts seamlessly to their demographics, interests, and behaviors.

End Cart Abandonment

Automatically follow up with leads that forgo their potential purchases via instant email workflows. Turn abandoned shopping carts into redeemed transactions with our marketing automation services. Improve sales rates by ending cart abandonment and free up your team to focus on other tasks.

Track Leads Across Multiple Devices

SharpSpring recognizes and tracks all of the various devices a contact may use to visit your site. Follow leads across smartphones, desktops, laptops, tablets, smart speakers and even brick-and-mortar stores. Get a more complete view of the buyer’s journey and understand how leads find your brand.

Dynamic Email Marketing Automation Services

Reach people directly with personalized emails that convert to sales. Send personalized, dynamic and relevant emails to your leads, without the need for time-consuming coding. Swap out entire phrases, images and offers using an intuitive interface – all based on what you know about your contacts. The result: emails that truly convert.