Skip to content
Log inSign up
CoPilot AI logoCoPilot AI logo
Shape logoShape logo
CoPilot AI logoCoPilot AI logo
Shape logoShape logo

CoPilot AI + Shape

CoPilot AI + Shape

CoPilot AI + Shape integrations

Create records in Shape Software for new CoPilot AI leads

Expedite and automate your lead intake process with this Zapier automation. Whenever a new lead connects with you in CoPilot AI, a corresponding Shape Software record will be created automatically.

  1. When this happens...
    New Lead Connected
    New Lead Connected
    New Lead ConnectedTriggers when a new lead has connected with you.
    TriggerInstant
  2. automatically do this!
    Create Record
    Create Record
    Create RecordCreate a new record within the CRM
    ActionWrite
Start free with email
Start free with email
Google Logo Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

More things you can do with CoPilot AI and Shape

Discover other triggers and actions you can use with CoPilot AI and Shape

  • CoPilot AI triggers, actions, and search
    New Lead Connected

    Triggers when a new lead has connected with you.

    Trigger
    Instant
    Try It
  • CoPilot AI triggers, actions, and search
    Meeting Booked

    Triggers when a contact is marked as meeting booked

    Trigger
    Instant
    Try It
    • Record ID
      Required
    • First Name
    • Last Name
    • Phone Number
    • Email Address
    Action
    Write
    • Record ID
      Required
    Action
    Search
  • CoPilot AI triggers, actions, and search
    Lead Replied

    Triggers when a lead has replied.

    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
copilot-ai logo
copilot-ai logo
About CoPilot AI
CoPilot AI is a contact management solution for building your sales pipeline and uncovering hidden revenue with social lead generation.
HelpHelp
Related categories
Contact Management
shape logo
shape logo
About Shape
Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.
HelpHelp
Related categories
CRM (Customer Relationship Management)
Similar apps
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier