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Conversional + Shape

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.

Whenever a customer submits a new questionnaire, the corresponding information will be included in a Shape Software record automatically.

  1. When this happens...
    ConversionalConversional
    New Result

    Triggers when a customer creates a new result by submitting the questionnaire. It is possible for customers to do this multiple times.

    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?
  • Conversional triggers, actions, and search

    New Billing

    Triggers when new billing is created for the user

    Trigger
    Instant
    Try It
    • Journey

    Trigger
    Instant
    Try It
    • JourneyRequired

    Trigger
    Instant
    Try It
    • Record IDRequired

    • First Name

    • Last Name

    • Phone Number

    • Email Address

    Action
    Write
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About Conversional

Lead generation and conversion from your website

Related categories

  • Ads & Conversion
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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.
Learn moreHelp

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