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Cardtapp + Shape

Add new Cardtapp contacts to Shape CRM

Manually inputting Cardtapp contacts into Shape CRM can be time-consuming. This integration takes the hassle away by automatically adding new Cardtapp contacts directly to Shape CRM. Streamline your workflow, reduce manual data entry errors, and ensure that your CRM is always up-to-date with the latest contacts, giving you more time to engage and nurture your leads.

Manually inputting Cardtapp contacts into Shape CRM can be time-consuming. This integration takes the hassle away by automatically adding new Cardtapp contacts directly to Shape CRM. Streamline your workflow, reduce manual data entry errors, and ensure that your CRM is always up-to-date with the latest contacts, giving you more time to engage and nurture your leads.

  1. When this happens...
    CardtappCardtapp
    Tapper Created

    Triggers when a new Tapper is created.

    TriggerInstant
  2. automatically do this!
    ShapeShape
    Create Record

    Create a new record within the CRM

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Cardtapp triggers, actions, and search

    Tapper Created

    Triggers when a new Tapper is created.

    Trigger
    Instant
    Try It
    • NameRequired

    • Phone

    • Tags

    • E-Mail

    • Send Share

    • Note

    • Lead Source

    • Cobranded With

    Action
    Write
    • First NameRequired

    • Last NameRequired

    • Phone NumberRequired

    • EmailRequired

    Action
    Write
    • Record IDRequired

    • Status NameRequired

    Action
    Write
    • Tapper External IDRequired

    Action
    Search
    • Record IDRequired

    • First Name

    • Last Name

    • Phone Number

    • Email Address

    Action
    Write
    • Record IDRequired

    Action
    Search
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About Cardtapp

Retain customers, capture more referrals, and sell more with your own digital business card app from Cardtapp.

Related categories

  • Marketing
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About Shape

Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.
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