Connect Get The Referral and Shape to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Lead Opt-In / Opt-Out" from Get The Referral.

Add your action

An action happens after the trigger—such as "Create Record" in Shape.

You’re connected!

Zapier seamlessly connects Get The Referral and Shape, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Lead Opt-In / Opt-Out
Triggers when a lead opts-in to being contacted
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
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- Advocate Id
  Required
- Product Id
  Required
- Email
  Required
- First Name
- Last Name
- Phone
- Address Line 1
- Address Line 2
- State
- City
- Postal Code
- Best Time to Contact
- External Id
- Is Lead From CRM?
- Note
Action
Write
- Lead ID or Email Address
  Required
Action
Write
- GTR Lead ID
  Required
- CRM Object ID
  Required
- message
Action
Write

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

New Advocate
Triggers when a new advocate is created.
Trigger
Instant
Try It
- Sales Rep Id
  Required
- Email
  Required
- First Name
  Required
- Last Name
  Required
- PW
- Country Code
- Phone
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Parent Advocate Id
- Referral Code
- XTRM User Id
Action
Write
- Advocate ID or Email Address
  Required
Action
Write
- Lead ID
  Required
- New Lead Status
  Required
- Sale Amount
Action
Write
- Advocate Email Address
  Required
- Project
- Project Stage
  Required
- Fail on missing project stage
  Required
Action
Write
- Record ID
  Required
- First Name
- Last Name
- Phone Number
- Email Address
Action
Write
- Record ID
  Required
Action
Search

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Get The Referral and Shape to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Get The Referral to Shape integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Get The Referral

Get The Referral manages, connects and automates leads to your CRM.

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Related categories

CRM (Customer Relationship Management)

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Shape

Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.