Ricochet - Speed to Contact + Shape integrations
Create records in Shape Software for new leads in Ricochet
Make sure you act on every new lead in Ricochet with this Zapier automation. It will capture every new lead in Ricochet, creating a matching record in Shape Software automatically.
- When this happens...New LeadTriggers when a new lead created.
- automatically do this!Create RecordCreate a new record within the CRM
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Ricochet - Speed to Contact and Shape
Discover other triggers and actions you can use with Ricochet - Speed to Contact and Shape
- Lead Status Changes
Triggers when a lead status changes.
Try ItTriggerPolling - Vendor NameRequired
- First Name
- Last Name
- Phone Number
- State
- Status
- Company Name
- Email
ActionWrite- First NameRequired
- Last NameRequired
- Phone NumberRequired
- EmailRequired
ActionWrite- Record IDRequired
- Status NameRequired
ActionWrite
- New Lead
Triggers when a new lead created.
Try ItTriggerPolling - Lead IDRequired
- TitleRequired
- PriorityRequired
- Appointment Type ID
- Address
- Description
- RemindRequired
- Add to CalendarRequired
- Invitees
ActionWrite- Record IDRequired
- First Name
- Last Name
- Phone Number
- Email Address
ActionWrite- Record IDRequired
ActionSearch
Related categories
Related categories




