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Buying Buddy logoBuying Buddy logo
Shape logoShape logo
Buying Buddy logoBuying Buddy logo
Shape logoShape logo

Buying Buddy + Shape

Buying Buddy + Shape

Buying Buddy + Shape integrations

Add Shape Software records for new Buying Buddy leads

Make sure you have a record of every new Buying Buddy lead with this Zapier template. It will capture every new lead in Buying Buddy, creating a matching record in Shape Software automatically.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
    TriggerInstant
  2. automatically do this!
    Create Record
    Create Record
    Create RecordCreate a new record within the CRM
    ActionWrite
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More things you can do with Buying Buddy and Shape

Discover other triggers and actions you can use with Buying Buddy and Shape

  • Buying Buddy triggers, actions, and search
    New Lead

    Triggers when a new lead is created.

    Trigger
    Instant
    Try It
    • Email
    • First Name
    • Last Name
    • Full Name
    • Primary Phone Number
    • Mobile Phone
    • Home Phone
    • Associated Website
    • Company
    • Password
    • Street Address
    • Address Line 2
    • City
    • State
    • Zip Code
    • Agent's Buying Buddy Referral ID
    • Assistant's Buying Buddy Referral ID
    • Loan Officer's Buying Buddy Referral ID
    • Other Role's Buying Buddy Referral ID
    • Round Robin?
    • Sales Step
    • Forecast Close Date
    • Forecast Revenue
    • Forecast Notes
    • Source Page URL
    • Marketing Campaign Reference
    • Inquiry / Task Subject Reference
    • Inquiry / Task Details
    • Inquiry / Task Status
    • Task Due (In Days)
    • Notes
    • Comments
    • Lead Star Rating
    • Category ID
    • HashTags
    • Buyer Status
    • Mortgage Status
    • Agent Agreement
    • Only Process if Existing Lead
    • Send Welcome Email?
    • Send Additional Email ID
    • Attach Campaign to New Lead
    • Attach Drip Campaign to Existing
    • Saved Search
    • Saved Search Frequency
    • Saved Search End Date
    • Duration of Alert
    • Saved Search Criteria
    Action
    Write
    • First Name
      Required
    • Last Name
      Required
    • Phone Number
      Required
    • Email
      Required
    Action
    Write
    • Record ID
      Required
    • Status Name
      Required
    Action
    Write
    • Existing Lead's Email Address
      Required
    • Agent / User Email Address
      Required
    • Email Subject
      Required
    • Email Body
      Required
    Action
    Write
    • Existing Lead's Email Address
      Required
    • Email Address of the agent adding the note
    • Note Text
      Required
    Action
    Write
    • Record ID
      Required
    • First Name
    • Last Name
    • Phone Number
    • Email Address
    Action
    Write
    • Record ID
      Required
    Action
    Search
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About Buying Buddy
Buying Buddy is a real estate sales and marketing solution with IDX, lead capture and CRM for Agents and Teams.
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Related categories
Contact Management
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shape logo
About Shape
Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.
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Related categories
CRM (Customer Relationship Management)
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