Life Mib + Shape
Create records in Shape Software for new leads in Life Mib
Need an easier way to follow up on new Life Mib leads? Set up this Zapier integration. Once it's active, this Zap will automatically add every new lead in Life Mib to Shape Software as a new record.
Need an easier way to follow up on new Life Mib leads? Set up this Zapier integration. Once it's active, this Zap will automatically add every new lead in Life Mib to Shape Software as a new record.
- When this happens...New Lead
Triggers when new lead is created.
- automatically do this!Create Record
Create a new record within the CRM
- Free forever for core features
- 14 day trial for premium features & apps
New Appointment
Triggers when new appointment is created.
Try ItFirst NameRequired
Last NameRequired
AddressRequired
City
State
Zip Code
EmailRequired
Phone NumberRequired
Select CoverageRequired
SourceRequired
StatusRequired
IP Address
Email
Lead Date
First Name
Last Name
Address
City
State
Zip Code
Phone
Date of birth
Source
Select Coverage
Status
Bot
Record IDRequired
First Name
Last Name
Phone Number
Email Address
New Lead
Triggers when new lead is created.
Try ItLead Date
First NameRequired
Last NameRequired
Address
City
State
Zip Code
EmailRequired
Phone
Date of birth
Source
Select Coverage
Status
Bot
First NameRequired
Last NameRequired
Phone NumberRequired
EmailRequired
Record IDRequired
Status NameRequired
About Life Mib
Life Mib connects agents and customers to a single platform that is reducing the insurance buying process from hours to minutes.
Related categories
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Shape
Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.