Fello + Shape

Fello + Shape integrations

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
TriggerInstant
automatically do this!
Create RecordCreate a new record within the CRM
ActionWrite

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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.
Trigger
Instant
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Contact Unsubscribed
Triggers when a contact unsubscribes from Fello emails
Trigger
Instant
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Felix AI Handoff
Triggers when Felix AI hands off a contact for agent follow-up.
Trigger
Instant
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Form Submission
Triggers when a form is submitted
Trigger
Instant
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- Email
  Required
- 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
Action
Write

- Record ID
  Required
- First Name
- Last Name
- Phone Number
- Email Address
Action
Write
- Record ID
  Required
Action
Search

Contact Address Enriched
Triggers when a contact gets enriched with one or more properties.
Trigger
Instant
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Contact Updated
Triggers when a contact is updated by agent in Connect.
Trigger
Instant
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New Home Value View Event
Triggers when a contact views home value dashboard
Trigger
Instant
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New Tags Added to Contact
Triggers when a new tag is added for the contact
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

About Fello

Fello is a marketing automation platform that helps you engage consumers, optimize outreach, and convert more opportunities using AI-driven insights.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

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)

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