Sherpa CRM integration
Bring Sherpa CRM contacts, campaigns and pipeline into Dashworx and see how marketing turns into revenue.
About the Sherpa CRM integration
Sherpa CRM holds the customer side of your marketing: contacts, messages, deals or conversations. Its reports cover what happens inside Sherpa CRM, but not how that connects to the spend that brought those people in.
Dashworx brings Sherpa CRM data into the same model as your ad platforms, analytics and store. Leads, messages and pipeline sit next to cost and revenue, so you can follow a customer from first click to sale.
Typical questions it helps answer: which channels bring the leads that close, how email and messaging contribute to revenue, and where the pipeline is slowing down.
What data you get from Sherpa CRM
Date
Contact or account
Campaign or message
Sends, opens and clicks
Deal or lead stage
Revenue
…and more.
What teams do with Sherpa CRM data
Visual Intelligence
Follow leads from first click to sale
See Sherpa CRM leads and revenue next to the channels and campaigns that brought them in.
LEARN MORE →
Conversational AI
Ask where the pipeline is stuck
Ask in plain English which stages or campaigns in Sherpa CRM have slowed down this quarter.
LEARN MORE →
KPIs and automation
Get alerted to engagement drops
Set a KPI rule on a Sherpa CRM engagement or conversion rate, so a drop is flagged before the next send.
LEARN MORE →
How to connect Sherpa CRM to Dashworx
01
Request your connection link
Ask for your secure Sherpa CRM connection link from within Dashworx or through your account manager. It’s tied to your workspace, so only your team can use it.
02
Connect in one click
Open the link, sign in to Sherpa CRM and authorise access. No API keys, developer time or spreadsheets required.
03
We aggregate and align your data
The Dashworx team brings your Sherpa CRM data together with your other sources, then aligns it to your visual intelligence dashboards and smart AI features, so it’s analysis-ready without manual clean-up.
04
Get notified when you’re live
You’ll receive an in-platform notification as soon as your Sherpa CRM connection is complete, and your data starts appearing across your dashboards.
Frequently asked questions
What does Dashworx do with my connected data?
How long does it take for my data to appear after connecting?
Do I need technical skills or a developer to connect a source?
How often is my data refreshed?
How is my data kept secure?
Can I connect multiple accounts from the same platform?
What if the platform I use isn’t listed?
Connect Sherpa CRM in minutes
Book a demo and we’ll show you your own data, connected and visualised, before you commit.