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.
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.
- When this happens...New Report
Triggers when a new contact report is created.
- automatically do this...Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this...Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this!Create Record
Create a new record within the CRM
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New Report
Triggers when a new contact report is created.
Try ItTransformRequired
TransformRequired
Record IDRequired
First Name
Last Name
Phone Number
Email Address
TransformRequired
TransformRequired
First NameRequired
Last NameRequired
Phone NumberRequired
EmailRequired
Record IDRequired
Status NameRequired