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.
- When this happens...New Result
Triggers 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 Record
Create a new record within the CRM
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