Fello + Shape
Fello + Shape
Create new records in Shape when new form submissions are made in Fello
Streamline your workflows when a form is submitted in Fello, instantly creating a corresponding record in Shape. This automation enhances your data management by promptly updating Shape with the latest entries from Fello. In doing so, it eliminates the need for manual entries, thereby maintaining accurate and comprehensive records. Boost your productivity as your data stays up-to-date and organized.
- When this happens...Form SubmissionTriggers when a form is submitted
- automatically do this!Create RecordCreate a new record within the CRM
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More things you can do with Fello and Shape
Discover other triggers and actions you can use with Fello and Shape
- Contact DNC Verification Status Changed
Triggers when a contact's DNC verification status changes.
Try ItTriggerInstant - Contact Unsubscribed
Triggers when a contact unsubscribes from Fello emails
Try ItTriggerInstant - New Home Value View Event
Triggers when a contact views home value dashboard
Try ItTriggerInstant - New Tags Added to Contact
Triggers when a new tag is added for the contact
Try ItTriggerInstant
- Contact Address Enriched
Triggers when a contact gets enriched with one or more properties.
Try ItTriggerInstant - Contact Updated
Triggers when a contact is updated by agent in Connect.
Try ItTriggerInstant - Form Submission
Triggers when a form is submitted
Try ItTriggerInstant - EmailRequired
- Full Name
- First Name
- Last Name
- Phone
- Street Address
- Apt/Unit number
- City
- State
- Zip
- Full Address
- Lead Type
- Tags
- Assigned Agent Name
- Assigned Agent Email
- Assigned Agent Id
- Record Status
- CRM Link
- CRM Name
- CRM Source
- CRM Stage
- CRM Created Date
- Additional Email 1
- Additional Email 2
- Additional Email 3
- Additional Email 4
ActionWrite
