Conversional + Shape integrations
Add Shape Software records for new Conversional results
Whenever a customer submits a new questionnaire, the corresponding information will be included in a Shape Software record automatically.
- When this happens...New ResultTriggers when a customer creates a new result by submitting the questionnaire. It is possible for customers to do this multiple times.
- automatically do this!Create RecordCreate a new record within the CRM
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More things you can do with Conversional and Shape
Discover other triggers and actions you can use with Conversional and Shape
- New Billing
Triggers when new billing is created for the user
Try ItTriggerInstant - Journey
Try ItTriggerInstant- JourneyRequired
Try ItTriggerInstant- Record IDRequired
- First Name
- Last Name
- Phone Number
- Email Address
ActionWrite
- Journey
Try ItTriggerInstant- Journey
Try ItTriggerInstant- First NameRequired
- Last NameRequired
- Phone NumberRequired
- EmailRequired
ActionWrite- Record IDRequired
- Status NameRequired
ActionWrite
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