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Shape logoShape logo
Ricochet - Speed to Contact logoRicochet - Speed to Contact logo
Shape logoShape logo

Ricochet - Speed to Contact + Shape

Ricochet - Speed to Contact + Shape

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.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead created.
  2. automatically do this!
    Create Record
    Create Record
    Create RecordCreate a new record within the CRM
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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

  • Ricochet - Speed to Contact triggers, actions, and search
    Lead Status Changes

    Triggers when a lead status changes.

    Trigger
    Polling
    Try It
    • Vendor Name
      Required
    • First Name
    • Last Name
    • Phone Number
    • State
    • Status
    • Company Name
    • Email
    Action
    Write
    • First Name
      Required
    • Last Name
      Required
    • Phone Number
      Required
    • Email
      Required
    Action
    Write
    • Record ID
      Required
    • Status Name
      Required
    Action
    Write
    • Lead ID
      Required
    • Title
      Required
    • Priority
      Required
    • Appointment Type ID
    • Address
    • Description
    • Remind
      Required
    • Add to Calendar
      Required
    • Invitees
    Action
    Write
    • Record ID
      Required
    • First Name
    • Last Name
    • Phone Number
    • Email Address
    Action
    Write
    • Record ID
      Required
    Action
    Search
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About Ricochet - Speed to Contact
Ricochet Dialer & CRM official Zapier integration
Related categories
shape logo
About Shape
Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.
Related categories
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