AgentFire + Shape
Create records in Shape Software for new AgentFire leads
Are you spending time adding leads to your CRM by hand? This integration will automatically add every new AgentFire lead to Shape Software as a record. Then Shape Software will start sending automated emails and/or text messages to the contact.
Are you spending time adding leads to your CRM by hand? This integration will automatically add every new AgentFire lead to Shape Software as a record. Then Shape Software will start sending automated emails and/or text messages to the contact.
- When this happens...New Lead
Triggers when a new lead is captured in Lead Manager.
- automatically do this!Create Record
Create a new record within the CRM
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Lead Assigned to Agent/Office
Triggers when an existing lead is re-assigned to another Agent/Office.
Try ItNew Lead
Triggers when a new lead is captured in Lead Manager.
Try ItPage View
Triggers when a page view event is recorded in Lead Manager.
Try ItLead IDRequired
Notes
Hot
Agent ID
Office ID
Meta
Lead Marked as Hot
Triggers when an existing lead is marked as Hot in Lead Manager.
Try ItNotes Added to Lead
Triggers when notes are added to an existing lead in Lead Manager.
Try ItLead Type
First Name
Last Name
Phone
Email
Street Address
City
State
Zip Code
Country
Other
Tags
Notes
Hot
Source ID
Source URL
Agent ID
Office ID
Meta
Name
Email
Phone
