This article details how to integrate the MarketSharp CRM with your Boostpoint account:
In order to connect MarketSharp to Boostpoint, you will need to create a custom lead form through MarketSharp.
After you sign in with your MarketSharp account, click your profile and then click on 'Admin'.
Then select 'Custom Lead Captures'.
A form will appear, which you can fill out with the following information:
You can enter 'Boostpoint' into the name field.
It's recommended that you fill 'Lead Source Primary' with 'Boostpoint Ads'. By doing so, your lead sources will be easier to track. However, this is optional. Choose what works best for you.
For Marketing Queues, select which queue stage you want to put your leads into.
Choose the activity stage you want for the lead (if any).
Also, make sure you leave Successful URL and Error URL fields blank since the form will not be handling any redirects from Boostpoint.
Once done, save the form.
When you click on ‘Get HTML Code’ in the MarketSharp instructions, please copy and send the code in the pop-up window to your Boostpoint contact. Technically only the lines toward the bottom labeled “MSM_coy” and “MSM_source” are needed, but you can send the whole code snippet and your contact from Boostpoint will handle it appropriately.