Create records in Shape when new contacts are created in PracticePanther Legal Software
When a new contact is created in PracticePanther Legal Software, you’ll want to send them a follow-up text or email. This integration will streamline that process, automatically adding every new contact created in PracticePanther Legal Software to Shape Software as a new record for easy follow-up!
When a new contact is created in PracticePanther Legal Software, you’ll want to send them a follow-up text or email. This integration will streamline that process, automatically adding every new contact created in PracticePanther Legal Software to Shape Software as a new record for easy follow-up!
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Record
Create a new record within the CRM
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