Constant Contact (legacy SharpSpring) logoCRM & marketing automation integration

SharpSpring reporting & pipeline

Turn SharpSpring pipeline, leads, and email marketing into governed revenue reporting your whole team can trust.

What you can do with SharpSpring in Maven

Maven connects SharpSpring and models opportunities, deal stages, leads, campaigns, and email into governed CRM and marketing-automation metrics. Track pipeline value, weighted pipeline, win rate, and average days to close alongside the full lead funnel, MQL rate, SQL rate, and lead conversion rate, then break every result down by stage, pipeline, owner, lead source, or lifecycle stage. Report SharpSpring email engagement, sends, unique opens, click rate, and attributed revenue, beside the pipeline it drives, and tie closed deals back to the Google Ads and Facebook campaigns that sourced them.

Questions you can ask

Just ask Maven about SharpSpring

Maven’s agent answers in plain language with the right metric definitions applied automatically. These are real, verified questions it can run today.

What is our deal pipeline value by stage for deals created in the last 90 days?

Show closed deals by stage

Show average days to close by owner

Show average open deal age by owner

Show open pipeline by stage

Show won and lost deals in the latest pipeline snapshot by stage

Show closed amount by pipeline in the latest pipeline snapshot

How many ServiceTitan bookings did we get in the last 30 days?

How it works

Connect SharpSpring, then map the first workflow

No SQL, no warehouse setup, no data engineer. Connect the source, then Maven models the fields needed for the first trusted workflow.

Step 1

Connect SharpSpring

Authorize or configure Maven from the Data Sources screen, then pick the account and workspace to sync.

Step 2

Maven syncs and models the data

Maven pulls your SharpSpring data (15 objects) and models it into governed, conformed tables, no SQL, warehouse, or pipeline setup required.

Step 3

Report, ask, and automate

Ask questions in natural language with the Maven agent, drop the metrics into dashboards, set alerts on what matters, and schedule deliveries to your team.

What Maven syncs from SharpSpring

OpportunitiesOpportunity-to-lead relationshipsDeal stagesLeadsCRM accounts and companiesOwners and usersCampaignsLead-to-campaign relationshipsContact listsList membershipsBehavioral and lifecycle eventsStandard and custom field definitionsCRM tasksEmailsEmail jobs

Works well with

Report SharpSpring alongside the rest of your stack

FAQ

SharpSpring reporting questions

Can I combine SharpSpring with other data sources?

Yes. SharpSpring reports alongside sources like Google Ads, Facebook Ads, Google Analytics 4, Google Search Console and Shopify. Maven models every source into one governed layer, so you can blend them in a single dashboard, report, or question.

How often does SharpSpring data sync to Maven?

Maven syncs SharpSpring automatically: a fast first source pull after connecting, then scheduled refreshes that keep reports current. The last successful sync time is always visible, so you know the source data is fresh before it feeds a trusted reporting workflow.

Can Maven report SharpSpring CRM pipeline and email marketing together?

Yes. Maven models SharpSpring opportunities, deal stages, and lead funnel alongside email sends and engagement, so the same workspace can answer pipeline questions, value, win rate, and days to close by stage or owner, and email-performance questions like open rate, click rate, and attributed revenue by campaign.

Is my SharpSpring data secure with Maven?

Yes. Maven encrypts integration credentials and tokens, scopes access to the workspace, and uses the connection only to sync the reporting data needed for governed analytics.

Ready to make client reporting easier to run and defend?

Bring one client report or disputed metric. We'll map the workflow and where Maven fits.

One report, reviewed end to end

Clear roles across data, QA, and delivery

No pitch deck. We follow up to schedule a working session.

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