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Contact Boss + Shape

Contact Boss + Shape

Contact Boss + Shape integrations

Add Shape Software records for new Contact Boss contacts

Find yourself spending too much time adding new Contact Boss contacts to your Shape CRM by hand? Now with the help of Zapier, the tedious work is done for you. Once active, this template will add every new Contact Boss contact to a Shape Software record.

  1. When this happens...
    Create New Contact
    Create New Contact
    Create New ContactTriggers when there's a new contact create request is submitted.
  2. automatically do this!
    Create Record
    Create Record
    Create RecordCreate a new record within the CRM
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More things you can do with Contact Boss and Shape

Discover other triggers and actions you can use with Contact Boss and Shape

  • Contact Boss triggers, actions, and search
    New Calendar Event

    Triggers when a new calendar event for Google Calendar, Outlook Calendar is triggered/created for contact in Contact Boss.

    Trigger
    Instant
    Try It
    • First Name
      Required
    • Last Name
      Required
    • Phone Number
      Required
    • Email
      Required
    Action
    Write
    • Record ID
      Required
    • Status Name
      Required
    Action
    Write
  • Contact Boss triggers, actions, and search
    Create New Contact

    Triggers when there's a new contact create request is submitted.

    Trigger
    Instant
    Try It
    • Record ID
      Required
    • First Name
    • Last Name
    • Phone Number
    • Email Address
    Action
    Write
    • Record ID
      Required
    Action
    Search
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About Contact Boss
Contact Boss is one of your best options for client management software, offering a better way to track your clients. Contact Boss is the best client management software for Small to Medium Size Businesses, Entrepreneurs, Volunteer or Service Organizations etc.
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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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