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  • PeopleSmart logoPeopleSmart logo
  • Shape logoShape logo
  • Formatter by Zapier logoFormatter by Zapier logo
  • PeopleSmart logoPeopleSmart logo
  • Shape logoShape logo
  • Formatter by Zapier logoFormatter by Zapier logo

PeopleSmart + Shape + Formatter by Zapier

PeopleSmart + Shape + Formatter by Zapier

PeopleSmart + Shape integrations

Generate records in Shape Software for new reports in PeopleSmart

Find yourself spending too much time adding new PeopleSmart contacts to your CRM by hand? When a new contact form report is created in PeopleSmart, this integration will automatically create a new record in Shape Software.

  1. When this happens...
    New Report
    New Report
    New ReportTriggers when a new contact report is created.
    TriggerPolling
  2. automatically do this...
    Text
    Text
    TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
    ActionWrite
  3. then do this...
    Text
    Text
    TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
    ActionWrite
  4. then do this!
    Create Record
    Create Record
    Create RecordCreate a new record within the CRM
    ActionWrite
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More things you can do with these apps

Discover other triggers and actions you can use with PeopleSmart, Formatter by Zapier, and more

  • PeopleSmart triggers, actions, and search
    New Report

    Triggers when a new contact report is created.

    Trigger
    Polling
    Try It
    • Transform
      Required
    Action
    Write
    • Transform
      Required
    Action
    Write
    • Record ID
      Required
    • First Name
    • Last Name
    • Phone Number
    • Email Address
    Action
    Write
    • Transform
      Required
    Action
    Write
    • Transform
      Required
    Action
    Write
    • First Name
      Required
    • Last Name
      Required
    • Phone Number
      Required
    • Email
      Required
    Action
    Write
    • Record ID
      Required
    • Status Name
      Required
    Action
    Write
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About PeopleSmart
PeopleSmart is a B2B contact search engine for finding leads, candidates, and prospects
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Related categories
Contact Management
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shape logo
About Shape
Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.
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Related categories
CRM (Customer Relationship Management)
Similar apps
Zapier Forms integrationsZapier Forms integrations
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About Formatter by Zapier
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
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Related categories
Documents
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